Category Archives: manufacturing

October U.S. Vehicle Sales Forecast Flat. Global Sales Up

Posted on 23 October 2025 by Ken Zino

Total new-vehicle sales for October 2025, including retail and non-retail transactions, are projected to reach 1,249,800, a 6.9% decrease year-over-year, according to a joint forecast from J.D. Power* and GlobalData.** October 2025 has 27 selling days, the same as October 2024. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is forecast to be 15.1 million units, down 1.1 million units from October 2024.

“October’s results reflect a notable, but expected decline in the new-vehicle sales pace, due almost entirely to sales of electric vehicles. “The expiration of federal EV credits on Sept. 30 caused EV shoppers to pull ahead their purchases, driving a significant increase in EV sales and inflating the overall industry sales pace,” said Thomas King, president of the data and analytics division at J.D. Power. Continue reading →

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GM Ends Production of BrightDrop EVs in Canada

Posted on 21 October 2025 by Ken Zino

General Motors (NYSE: GM) today confirmed the end of production of the BrightDrop electric delivery van built at CAMI Assembly in Ingersoll, Ontario. BrightDrop production will not be moved to another site. GM said “The commercial electric delivery van market … Continue reading →

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GM Posts Q3 Net of $1.3 Billion on $48.6B Revenue

Posted on 21 October 2025 by Ken Zino

General Motors (NYSE: GM) today posted a Q3 2025 net income of $1.3 Billion down $700 million year-over-year on $48.6B in revenue. This included a gross tariff impact of $1.1 billion. GM offset more than 30% of this amount through what it said was go-to-market, footprint, and cost initiatives. It was a strong quarterly performance, but GM still faces major challenges in China, as well as problems dealing with Korea, Mexico and Canada via the upcoming re-negotiation of the North American Free Trade Agreement with the Trump Administration’s hostile to our northern neighbor. Nonetheless GM stock closed the day at $66.62, up $8.62 for a +14.86% gain.

“Thanks to the collective efforts of our team, and our compelling vehicle portfolio, GM delivered another very good quarter of earnings and free cash flow. In the U.S., we achieved our highest third-quarter market share since 2017 with strong margins, and our restructured China business was profitable once again. Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory,” said Ceo and Chair Mary Barra. Continue reading →

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Stellantis to Invest $13 Billion in U.S. Plants

Posted on 15 October 2025 by Ken Zino

Stellantis (NYSE: STLA) late yesterday announced plans to invest $13 billion during the next four years to increase its sales in the critical United States market and to expand its domestic manufacturing footprint. Part of this are required updates to aging vehicles to stay competitive and defend market share. Some was previously planned and announced for other vehicles – notably EVs but is now being redirected to internal combustion engine products because of the relaxation of environmental rules and the elimination of  EV buying incentives and CAFE fines or fees on vehicles that inordinately pollute the air causing dire human health problems by the Environmental Pillage Agency, aka EPA, under the Trump – “Global warming is a Chinese hoax” Administration. Continue reading →

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Possible Fires – Hyundai Recalls 2024-2025 Santa Fe SUVs

Posted on 15 October 2025 by Ken Zino

Hyundai Motor America is recalling ~135,386 model year 2024-2025 Santa Fe SUVs. The B+ positive terminal cover on the starter motor assembly may be improperly installed, which can cause contact with the cooling fan assembly, potentially causing an electrical short, which can increase the risk of an electrical fire. Hyundai Motor Manufacturing Alabama made the vehicles.

The National Highway Traffic Safety administration discovered the potential safety problems when conducted a New Car Assessment Program (“NCAP”) front barrier crash test on a 2024 model year Sante Fe during November of 2024. Continue reading →

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Stellantis Post Q3 2025 Shipments of 1.3M

Posted on 10 October 2025 by Ken Zino

Stellantis N.V. (NYSE: STLA) today released its Q3 consolidated shipment estimates. “Shipments” is the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which results in revenue recognition. Consolidated shipments for the three months ending September 30, 2025, were an estimated 1.3 million units, a 13% increase y-o-y. Most of the increase was driven by North America, also supported by year-over-year shipment growth in Enlarged Europe and Middle East & Africa. Business environment and competitive challenges remain in China and South America.* Continue reading →

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Milestones – Mercedes Joins Renewable Carbon Initiative

Posted on 10 October 2025 by Ken Zino

“Joining the ‘Renewable Carbon Initiative’ is an important step in driving the transition to renewable carbon sources and working with strong partners to develop innovative, fossil-free solutions,” said Dr. Ulf Zillig, Vice President Group Research, Sustainability and RD Functions, Mercedes-Benz AG. Continue reading →

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Negative Consequences – Trump Tariffs on Input Goods

Posted on 9 October 2025 by Ken Zino

“While income taxes have been the cornerstone of U.S. federal tax policy since the early 20th century, the Trump administration is shifting tax burdens away from income taxes and toward import taxes. Kimberly A. Clausing of the University of California, Los Angeles, and Maurice Obstfeld of the Peterson Institute estimate that a U.S. effective tariff rate of 20% would generate roughly $300 billion in revenue per year, which amounts to less than one-sixth of the revenue raised annually by personal income taxes. Tariffs also generate considerable deadweight losses—expanding import-competing sectors and shrinking export and non-traded goods sectors—that will amount to approximately $113 billion per year, or more than one-third of the revenue raised by the tariffs. Continue reading →

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First Look -Volvo Car USA 2026 EV Lineup

Posted on 7 October 2025 by Ken Zino

Volvo Car USA today announced details of its 2026 fully electric lineup with upgrades to the 2026 Volvo EX90, as well as the arrival of the EX30 Cross Country and Single Motor variants for U.S. customers.

“The 2026 EX90 has a new 800-volt electrical architecture that delivers faster, more efficient charging**- adding up to 155 miles of range in just 10 minutes at a compatible 800-volt charging station. This figure is the typical time to charge from 10 to 80 % at a 153kW DC fast charging station (CCS2). Figures are preliminary and derived from estimates and calculations performed for the Volvo EX30,” Volvo Cars said. Continue reading →

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Toyota Tacoma Recall for Bad Driveshafts

Posted on 6 October 2025 by Ken Zino

“The subject vehicles are equipped with front driveshaft assemblies that include a constant-velocity joint (CV joint), which uses a ball cage in a bearing sub-assembly. A specific supplier [GKN Driveline Mexico – AutoCrat] used incorrect material during a specific production period that did not meet the specification for the ball cage. Under normal driving conditions, the ball cage could deform or break,” Toyota said in the mandatory safety defect filing made public by the National Highway Traffic Safety Administration this morning. Continue reading →

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Honda – Happy National Manufacturing Day

Posted on 3 October 2025 by Ken Zino

“With more than 45 years of manufacturing in America, Honda has a proud tradition of celebrating Manufacturing Day when we can open the doors of our production facilities to students and have associates share their passion about careers in manufacturing,” said Meredith Reffey, National Manufacturing Day Workforce Partnerships Leader at American Honda Motor Co., Inc. “These events provide a unique opportunity to show students what a career in modern manufacturing truly looks like, making it feel more attainable and appealing.” Continue reading →

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Toyota Motor N.A. Posts Q3 Sales of 629,137

Posted on 1 October 2025 by Ken Zino

Toyota Motor North America (TMNA. NYSE: TM, 7203T) today reported September 2025 U.S. sales of 185,748 vehicles, up 14.2% on a volume basis and up 9.5% on a daily selling rate (DSR) basis compared with September 2024. Sales of electrified vehicles for the month totaled 85,092 up 8.% on a volume basis and up 3.6% DSR, representing 45.8% of total sales volume.

“Strong customer demand continues across our entire lineup, and vehicles are selling as fast as we build them,” said Andrew Gilleland, senior vice president at Toyota Motor North America. Continue reading →

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Ford Motor Posts Q3 U.S. Sales of 545,522

Posted on 1 October 2025 by Ken Zino

Ford Motor Company (NYSE: F) today posted Q3 U.S. sales of 545,522, an increase of 8.2% across Ford’s line of gas, hybrid, and electric vehicles, as well as increased services from Ford Pro. Ford trailed GM in volume, which posted sales of 710,347 for a 7.7% increase. Car sales remain problematic for Ford Motor, reflecting the growth of trucks and SUVs in the U.S. at most companies.

“This quarter’s growth showcases our portfolio’s unmatched flexibility and breadth,” said Andrew Frick, president, Ford Blue and Model e. “We saw strong performance in gas, hybrid, and electrified powertrains, while at the same time growing our paid software solutions, all embedded in vehicles such as Expedition, Explorer and F-150.” Continue reading →

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General Motors Posts Strong Q3 U.S. Sales – 710,347

Posted on 1 October 2025 by Ken Zino

General Motors (NYSE: GM) today posted record U.S. sales for the GMC brand, crossover vehicles, and EVs for Q3 2025. Total GM sales were 710,347.

“No one is in a stronger position for a changing U.S. market than GM. We have the best lineup of ICE and EV vehicles we’ve ever had, and our brands have grown market share with consistently strong pricing, low incentives and inventory,” said Duncan Aldred GM Senior Vice President and President, North America. Continue reading →

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Jaguar Land Rover Cyber-Attack Effects Ongoing

Posted on 30 September 2025 by Ken Zino

Since 1 September 2025, Jaguar Land Rover (JLR) has experienced a cyber-attack that has shut down production at its three manufacturing sites in the UK. The estimated number of people affected is 120,000, including 50-75,000 supply chain workers, 30-40,000 family members, and 5-8000 agency staff. The UK Government has announced a £1.5 billion loan to support JLR and its supply chain restart operations. The Motor and Allied Trades Benevolent Fund (Ben) is offering support.

“The impact of the cyber-attack has already been deeply felt across the supplier workforce, and the need for support remains urgent. While the Government loan is a positive step towards recovery, we don’t yet know how quickly funds will reach suppliers who were forced to shut down production,” said, Rachel Clift, CEO at Ben. Many people working in the sector have already acutely felt the effects of a month without work or payment. Continue reading →

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