Category Archives: news analysis

Stellantis Posts Full Year 2025 Loss of €22.3B

Posted on 26 February 2026 by Ken Zino

“In the second half of the year we began to see initial, positive signs of progress with the early results of our drive to improve quality, strong execution of the launches of our new product wave and a return to top line growth. In 2026 our focus will be on continuing to close the execution gaps of the past, adding further momentum to our return to profitable growth,” claimed Filosa. [A large portion of the Stellantis Corporate farm appears to be bet on its ability to sell large Ram pickup trucks and some cars with V8 engines – Hemi – and sell more Jeeps in North America where GM and Ford are firmly entrenched. Affordability is an issue as well, so a mid-size Dakota Pickup truck is in the works. – AutoCrat] Continue reading →

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Trump Slump Forecast – February 26 New Vehicle Sales Drop

Posted on 25 February 2026 by Ken Zino

“The new-vehicle sales pace shifted to a lower gear in Q4 of last year, and that weakness is expected to continue through this month as well,” said Charlie Chesbrough, senior economist at Cox Automotive. Continue reading →

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Trump Tariff Flops – December Goods Trade Deficit Up $15.7B

Posted on 20 February 2026 by Ken Zino

“The U.S. trade deficit for goods hit a record in 2025 despite Trump’s claim his signature tariffs would reduce it, new data shows. Trump declared the country’s goods trade deficit a national emergency last year and pledged to shrink it as part of efforts to revive U.S. manufacturing. Yesterday’s numbers add to previous data suggesting U.S. companies have generally not brought production back home—all while Trump’s tariff policy is being challenged in a Supreme Court case,” The Council on Foreign Relations (CFR) said. [The U.S. Supreme Court today in a 6-3 ruling said tariffs that Trump imposed under an emergency powers law were unconstitutional. This also covers so-called “reciprocal” tariffs that he levied. – AutoCrat] Continue reading →

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Tennessee Triumph – VW Workers Ratify UAW Contract!

Posted on 20 February 2026 by Ken Zino

Volkswagen workers have voted by a 96% margin to ratify their first union contract. The UAW contract – the first at major Southern auto plant comes with 20 % wage increases, healthcare cost reductions, job security guarantees, an enforceable grievance procedure, among other things, that make the UAW a formidable rival for wealthy global corporations. The final tally was announced last night.

“Volkswagen workers have moved yet another mountain,” said UAW President Shawn Fain. “From having the courage to stand up and form their union, to having the backbone to authorize a strike and hold out for a contract that honors their worth, VW workers are leading the way for the entire labor movement and non-union autoworkers everywhere. Welcome to the UAW family.” Continue reading →

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Sting Operations Hit ~550 CDL Training Schools

Posted on 19 February 2026 by Ken Zino

More than 550 cheating Commercial Drivers License (CDL) training schools were found in violation of the Federal Motor Carrier Safety Administration (FMCSA) standards of safety. The CDL schools have received notices of proposed removal from FMCSA’s national training provider registry. An additional 97 training providers remain under investigation for compliance issues.

“American families should have confidence that our school bus and truck drivers are following every letter of the law and that starts with receiving proper training before getting behind the wheel,” said U.S. Transportation Secretary Sean P. Duffy. Continue reading →

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Average Gallon Price for Gasoline Drops Slightly, But…

Posted on 19 February 2026 by Ken Zino

“Pump prices are expected to start their seasonal climb soon, as spring approaches and summer-blend gasoline production begins. Tensions between the U.S. and Iran are another factor that could drive up crude oil prices. Right now, gas prices are the lowest they’ve been for this time of year since 2021,” AAA said in a release. [The Trump Administration is in the process of deploying one of the largest number of U.S. military forces ever in the region. Once again today Trump threatened Iran saying, “We have to make a meaningful deal. Otherwise bad things happen.”-AutoCrat.] Continue reading →

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February 2026 U.S. Vehicle Sales Forecast is Down Again

Posted on 19 February 2026 by Ken Zino

“The February sales pace shows a modest improvement over January, but will be down from a year ago, with retail sales projected to decline 4.6%. As in January, performance is being shaped by depressed electric vehicle (EV) retail demand. EVs are expected to account for just 6.6% of retail sales, down 1.8 percentage points from a year ago, while elevated transaction prices continue to weigh on volumes through ongoing affordability pressure,” said Thomas King, president of OEM solutions at JD Power. Continue reading →

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Sustainable Energy in America – Mixed Progress in 2025

Posted on 18 February 2026 by Ken Zino

BloombergNEF and the Business Council for Sustainable Energy (BCSE) today revealed the Sustainable Energy in America Factbook. It inarguably delivers valuable year-over-year data and insights on the American energy expansion and progress across the energy efficiency, natural gas, and renewable energy sectors.

“In 2025, U.S. electricity demand rose considerably for the first time in decades, coinciding with rising electricity prices. At the same time, far-reaching and unpredictable policy changes provided both major challenges and a few unanticipated opportunities for the energy sector,” the Factbook noted. Continue reading →

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GM Canada – C$63M Outlay in Oshawa Assembly

Posted on 18 February 2026 by Ken Zino

“This additional investment underscores Oshawa’s importance in GM’s full-size truck portfolio,” said Jack Uppal, president and managing director of GM Canada. “With a long history of building trucks in Canada, the talented team at Oshawa Assembly will continue to play a critical role for years to come in delivering the pickups our customers know and trust.” Continue reading →

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EV Owner Satisfaction at New High Amid Sales Slump

Posted on 18 February 2026 by Ken Zino

The JD Power 2026 U.S. Electric Vehicle Experience (EVX) Ownership Study,SM released today, notes that overall satisfaction among current battery electric vehicle (BEV) owners is at its highest level since the study’s inception in 2021. “Notably, nearly all owners of new BEVs (96%) say they would consider purchasing or leasing another BEV for their next vehicle,” J.D. Power said in a release. Continue reading →

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Toyota bZ Woodland Mid-Size SUV EV Priced at $45,300

Posted on 17 February 2026 by Ken Zino

“The 2026 bZ Woodland brings a different twist to the existing bZ’s style. It adds rugged black over-fenders to the Toyota hammerhead front end, has nearly 6-inches of additional length, and just under one inch of additional height in the rear. The extra length gives it a bit more space than its bZ sibling, with 74.3 cubic feet of storage with second row seats folded flat, versus the bZ model’s 67.1 cubic feet,” Toyota Motor said. Continue reading →

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CAFE Regs Intact Post Trump Endangerment Finding Repeal

Posted on 16 February 2026 by Ken Zino

“The February 12 rule making also substantially revises the federal mobile source regulations to eliminate all federal GHG emission standards established since 2009 for motor vehicles and certain other mobile source engines. This reversal on climate policy creates uncertainty for mobile source manufacturers who made significant investments since 2009 to comply with limits on greenhouse gases, as well as other industries subject to greenhouse gas limits not explicitly rescinded by the rule,” the Foley & Lardner law firm noted today. Continue reading →

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First Look – 2027 Volkswagen Atlas Prototype

Posted on 16 February 2026 by Ken Zino

Prior to its spring debut at the New York International Auto Show in April, Volkswagen showcased the capability of the all‑new, second‑generation Atlas.* Camouflaged prototypes were put through their paces on a frozen lake in Québec for what was claimed to be “a true winter test.” Continue reading →

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Park Outside – More Jaguar I-PACE Battery Fire Recalls

Posted on 16 February 2026 by Ken Zino

“Owners are advised to park outside and away from structures, charge outside, and limit their charge to a maximum of 90% until the recall repair is complete. As an interim repair, the battery software will be updated by a dealer, or through an over-the-air (OTA) update to limit the state of charge to 90%. The final remedy is currently under development,” Jaguar said in the mandatory safety defect filing made public by the National Highway Traffic Safety Administration (NHTSA) this morning. Continue reading →

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Magna Posts 2025 EBIT of $2,364 Million

Posted on 13 February 2026 by Ken Zino

“We closed 2025 with a strong fourth quarter, successfully navigating another dynamic year in our industry. Our disciplined execution and commitment to operational excellence enabled us to deliver financial results that were in line with, or exceeded, our February 2025 Outlook across all key metrics. We expanded full-year adjusted EBIT margin by 20 basis points and generated robust Free Cash Flow of $1.9 billion,” said Swamy Kotagiri, Magna CEO. Continue reading →

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