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Recent Posts
- Sudden EV Power Loss – Toyota BZ, Lexus RZ, Subaru Solterra Recalled
- Milestones – 15 Million Honda Accords Sold in U.S.
- UAW to “Practice Pickett” Tomorrow at Woodward MPC
- June 2026 U.S. Auto Sales Forecast Up 3.6%
- BMW Expands Factory Use of Humanoid Robots
- “Disasters” – UAW on NAFTA, U.S.-Mexico-Canada Agreements
- Connectivity Snags Haunt Improvements in New-Vehicle Quality
- Trumped! – 2026 Vehicles Sales Forecasts All Down
- Annals of Marketing – Chevrolet Heartbeat of America Revived
- Milestones – Nissan Canton Builds 1 Millionth Frontier Truck
- Porsche AG Board Drastically Cuts 2025 Annual Dividend ~50%
- Ford Recalls Expand – Six More Covering ~172,000 Vehicles
- AAA – Independence Weekend Travel Forecast Flat
- IndyCar – Lundgaard Last-to-First Win at Road America!
- Carry Over Pricing Planned on the 2027 Subara Solterra
Recent Comments
- Magna International on Magna International Posts Q1 2026 EPS Loss of $0.04
- Council on Foreign Relations on Iran and Strait of Hormuz on AAA – Pump Gasoline Prices Still Soaring
- Autocrat on Stellantis Subordinated Perpetual Hybrid Bonds on Stellantis Posts Full Year 2025 Loss of €22.3B
- Michigan Governor Whitmer on Pew – Confidence in Trump Dips, Fewer Support His Policies
- Porsche Motorsport Daytona Victory on Daytona 24 Hours – Old and New Stars Getting Ready to Run
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Category Archives: news analysis
May 2026 Light Vehicle Production Forecast is Down Again
“North America’s vehicle production outlook was reduced by 13,000 units for 2026 and 339,000 units for 2027. Near-term production remains relatively steady as automakers continue building key high-volume vehicles to meet demand and support lean inventory levels, especially in pickups and core utility segments. However, the forecast assumes manufacturers will not cut output preemptively unless demand weakness or supply disruptions become more visible. As a result, the brunt of the downside risk shifts into 2027, especially for vehicles and segments more exposed to high fuel costs and softer consumer spending. [Such as the gas guzzling pickup trucks and SUVs that are (were?) extremely profitable offerings from what used to called the Detroit Three. Now GM, Ford and Stellantis – AutoCrat.] Continue reading
Posted in auto news, manufacturing, news, news analysis, sales, transportation, Trump Truth Tests
Tagged auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino of AutoInformed, Ken Zino of AutoInformed.com writing as AutoCrat, Mike Wall, S&P Global Mobility, the Iranian war and the Strait of Hormuz shut down effect on auto manufacturing, X @KenAutoinformed
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Coming Soon Chinese-Built Jeeps?
“Dongfeng Motor has always taken the transformation and revitalization of Dongfeng Peugeot Citroën Automobile Co., Ltd. (DPCA) as a key strategic priority, fully supporting and advancing its sustainable development. Through the signing of this strategic cooperation, by integrating Hubei’s industrial strengths, Stellantis’ global layout advantages and Dongfeng’s intelligent electric vehicle technologies, a new path featuring complementary strengths and win-win outcomes for all parties has been forged. This will undoubtedly inject strong momentum into DPCA’s transformation,” said Qing Yang, Dongfeng Group Chairman. Continue reading
Posted in auto news, connected vehicles, design and styling, electric vehicles, electronics, engineering, manufacturing, mobility company, new vehicle, news analysis, shows and events
Tagged Antonio Filosa, auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, Chinese Peugeot and Jeep® vehicles, Dongfeng Peugeot Citroën Automobile Co., Ken Zino commenting as AutoCrat, Ken Zino of AutoInformed, Qing YANG, Stellantis and Dongfeng, X @KenAutoinformed
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BMW N.A. Starts Preferred Pricing at IONNA Charging Sites
“BMW firmly believes in an electric future, and it’s no secret that reliable high-speed charging infrastructure remains essential to the continued growth of the electric vehicle market,” said Shaun Bugbee, Executive Vice President, BMW of North America. “We currently offer one of the broadest portfolios of premium electric vehicles in the U.S., with the next-generation BMW iX3 arriving in the U.S. later this year. As our electric vehicle offerings continue to expand, initiatives like this help ensure our customers enjoy a seamless ownership experience wherever they travel.” Continue reading
Trumped – National Average for Fuel Prices Climbing Yet Again
AAA said today that the national average for fuel prices is once again on its way back up.*
“After five straight days of declines earlier this week, the national average is once again on its way back up. Today’s national average is a couple cents lower than last week, but with crude oil prices hovering in the $100/barrel range, pump prices remain elevated,” AA said. Continue reading
Posted in auto news, customer satisfaction, energy, news, news analysis, opinions, prices, transportation, Trump Truth Tests
Tagged AAA fuel prices, auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino commenting as AutoCrat, Ken Zino of AutoInformed, Strait of Hormuz, Trump Administration economic and foreign affairs policy, X @KenAutoinformed
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First Glance – Acura Hybrid SUV
“Honda will reallocate more development and production resources into hybrid models to accelerate the market launch ahead of the original schedule and increase the number of compelling products,” said Toshihiro Mibe, global CEO of Honda Motor Co., Ltd. “We have made steady progress in the development of hybrid vehicle technologies, where Honda has strengths, based on our belief that hybrid models will continue to be the key to addressing environmental challenges.” [Today Honda posted its first Japanese full-year loss in history taking ~$9 billion in costs to restructure its electric-vehicle business. Honda also dumped its longer-term EV sales forecast.-AutoCrat] Continue reading
Posted in auto news, connected vehicles, economy, electric vehicles, electronics, engineering, environment, fuel economy or emissions, global warming, marketing, news analysis, opinions, shows and events
Tagged Acura Hybrid SUV Prototype, adas, auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, Honda Motor posts first full-year operation loss, Honda two-motor hybrid system, Ken Zino of AutoInformed, Toshihiro Mibe, X @KenAutoinformed
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BMW Group to Convert Preferred Shares to Common
At the Annual General Meeting of BMW AG (XETRA: BMWG.DE) late yesterday, and a subsequently held separate meeting of preferred shareholders [Susanne Klatten and Stefan Quandt – AutoCrat], the conversion of preferred shares into ordinary shares was approved.
“For the weighting of BMW AG in major stock indices such as the DAX or the EURO STOXX 50, it is already the ordinary shares that are decisive as the share class with the highest free‑float market capitalization. As a result of the conversion, their proportion in free float will increase significantly by around 19%,” said Chief Financial Officer Walter Mertl on Wednesday in Munich. “This step therefore strengthens the weighting of BMW AG in relevant indices. The simplified capital structure represents a clear added value for investors and may have a positive impact on the share price performance of the BMW share.” Continue reading
Posted in auto news, financial results, mobility company, news analysis, people, shows and events, transportation
Tagged auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, bmw group, Ken Zino commenting as AutoCrat, Ken Zino of AutoInformed, Stefan Quandt, Susanne Klatten, Walter Mertl, X @KenAutoinformed
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California Starts $1 Billion Rebate Program for Electric Trucks
The California Air Resources Board (CARB)* today announced retailer enrollment is now open for the California Clean Fuel Reward (CCFR) for electric medium‑ and heavy‑duty trucks. CCFR is financed with revenue utilities generate from the state’s Low Carbon Fuel Standard (LCFS). The innovative [and planet-saving initiative in AutoInformed’s view despite the ongoing efforts of the Trump Administration’s Environmental Pillaging Agency, aka EPA] plan is expected to become the largest utility-administered rebate program for electric trucks in the country. This year $250 million will be available. There will be more than $1 billion in total rebate funding expected through 2030. Continue reading
Posted in auto news, connected vehicles, economy, electric vehicles, energy, environment, global warming, news, news analysis, public health, Trump Truth Tests
Tagged auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, California Air Resources Board, California Clean Fuel Reward, carb, electric medium‑ and heavy‑duty trucks, Funmi Williamson, Ken Zino of AutoInformed, Lauren Sanchez, Los Angeles Department of Water and Power, Low Carbon Fuel Standard, Pacific Gas & Electric Company, Sacramento Municipal Utility District, San Diego Gas & Electric, Southern California Edison, X @KenAutoinformed
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BMW Annual General Meeting – Chair Oliver Zipse Retires
At the 106th Annual BMW (XETRA: BMWG.DE) General Meeting today, Chair Oliver Zipse retired after 35 years with the German maker of premium automobiles and motorcycles.* Effective tomorrow, Milan Nedeljković assumes the Chair position on the Board of Management of BMW AG. Raymond Wittmann will succeed Nedeljković as Board Member for Production.
“For more than 35 years, the BMW Group has been my professional home. I am leaving with a deep sense of gratitude: for the trust that was placed in me, for the professional challenges that have taken me to various areas in the company; and above all, for an exceptional team that is shaping the mobility of the future with passion and a pioneering spirit. It has been a great honor for me to lead the BMW Group as Chairman of the Board of Management for seven years,” said Zipse. Continue reading
Posted in auto news, milestones, mobility company, motorcycles, news analysis, people, transportation
Tagged auto industry commentary, AutoInformed news, autoinformed.com, automotive blog, Automotive news and analysis, bmw group, BMW iX3, BMW M, bmw motorrad, EU CO2, european commission, Ken Zino of AutoInformed, mini, Net Zero, Oliver Zipse, Raymond Wittmann Milan Nedeljković, rolls royce, Stefan Quandt, Susanne Klatten, tariff debate, X @KenAutoinformed, XETRA: BMWG.DE
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Nissan 2025 Operating Loss at ¥533B. Drops FY 2026 Dividends
“FY2025 marked a year of steady execution under Re:Nissan, where we strengthened our foundation and began to see tangible progress in our financial performance. At the same time, we set our long‑term direction with Mobility Intelligence for everyday life. We have moved beyond recovery and are entering a phase of growth,” said Chief Executive Officer Ivan Espinosa. Continue reading
Posted in auto news, economy, financial results, manufacturing, marketing, mobility company, news analysis, sales
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Dong-Feng-Nissan, Ivan Espinosa, Ken Zino, Nissan FY 2025 Results Summary, Nissan Motor Co, Re:Nissan, X @KenAutoinformed
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Trumped – Consumer Price Index Largest Increase in 3 Years!
The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.6% on a seasonally adjusted basis in April, after rising 0.9% in March, the U.S. Bureau of Labor Statistics (BLS) reported today. During the last 12 months, the all items index increased 3.8% before seasonal adjustment. The index for all items less food and energy rose 2.8% over the past 12 months. The shelter index increased 3.3% over the last year. Other indexes with notable increases over the last year include medical care (+2.5%), airline fares (+20.7%), household furnishings and operations (+3.9%), and recreation (+2.3%). [This was the largest increase in three years – AutoCrat.]
“The index for energy rose 3.8% in April, accounting for over 40% of the monthly all items increase. The shelter index also increased in April, rising 0.6%. The index for food increased 0.5% over the month as the index for food at home rose 0.7% and the index for food away from home increased 0.2 %,” BLS said. Continue reading
Posted in economy, news, news analysis, opinions, people, prices, results, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, bls, Consumer Price Index, Ken Zino, Trump Administration economic policies and results, Trump Administration Trade Tariff and War policies, U.S. Bureau of Labor Statistics, X @KenAutoinformed
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CPI for Transportation Goods and Services Up 7%. Fuel 28%
“The CPI for all transportation goods and services rose 7.1% from April 2025 to April 2026. Transportation contributed 31.1% to the 3.8% increase in the price of all goods and services per the CPI. Gasoline (all types) contributed the most to inflation, rising 28.4% year-over-year and contributing 24.2% to the annual change in the price of all goods and service,” BTS said. Continue reading
Posted in customer satisfaction, economy, financial results, news, news analysis, opinions, prices, transportation, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Bureau of Transportation Statistics, Consumer Price Index, CPI for all transportation goods and services, Ken Zino, X @KenAutoinformed
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Michigan Science Center Workers Vote to Join UAW
“The victory at MI-SCI proves that when workers stand together, workers win,” said UAW Region 1 Director LaShawn English. “The employees at MI-SCI organized because they wanted their voices heard, their work respected, and a real seat at the table. Their courage and unity made this moment possible. Every worker deserves dignity, respect, and the opportunity to help shape their workplace. UAW Region 1 proudly stands with the workers at MI-SCI as they begin this new chapter. They believed in each other, stayed united, and they won.”
“The Michigan Science Center (Mi-Sci) has been informed that eligible hourly employees have voted in favor of union representation through the United Auto Workers (UAW). We respect the outcome of this process and our employees’ right to make this decision. As we move into the next phase, our focus remains on working together, as one team, in support of our mission to ‘put YOU at the center of science.’ We are committed to continuing to deliver immersive, engaging, and impactful STEM experiences for the communities we serve in Detroit and across Michigan,” MI-SCI told AutoInformed. Continue reading
Posted in customer satisfaction, labor issues, milestones, news, news analysis, people
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Dr. Christian Greer, Ken Zino, LaShawn English, MI-SCI, Michigan Science Center, Myriam Springuel, Smithsonian Affiliate, UAW Region 1, X @KenAutoinformed
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UAW American Axle Workers Authorize Three Rivers Strike
“The membership of UAW Local 2093 and Region 1D have sent a crystal clear message to American Axle: we need a fair contract now, or we’re ready to take the next step,” said UAW Region 1D Director Steve Dawes. “We’ve waited long enough for this company to do the right thing, and we’re ready to do what it takes to win a fair deal at American Axle.” Continue reading
Posted in auto news, labor issues, manufacturing, news analysis, people
Tagged Aerospace and Agricultural Implement Workers of America, American Axle Three Rivers plant, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Dauch Corporation, Jay Korf, Ken Zino, Steve Dawes, uaw, UAW Local 2093, UAW Region 1D, United Automobile, X @KenAutoinformed
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Lexus ES to Debut AT&T 5G Network Connectivity in 2026 ES
Lexus (NYSE: TM, 7203 T) said today it debuting the first integration of AT&T 5G Network Connectivity in the Lexus lineup. The enhanced version of the Lexus Interface multimedia system will make its debut in the 2026 ES before rolling out to future models in the Lexus lineup.
“We are excited for guests to experience something truly special,” said Brian Inouye, chief engineer, Connected Experiences Division. “We’ve made bold updates to Lexus Interface that deliver both function and performance, with every detail meticulously designed to delight, inform and entertain.” Continue reading
Posted in auto news, connected vehicles, customer satisfaction, electronics, engineering, marketing, mobility company, news analysis, software defined vehicles, software defined vehicles, vehicle personalization
Tagged AT&T 5G Network, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Brian Inouye, Digital Key, Drive Recorder clips, EV Charge Management, EV Routing, Ken Zino, Lexus Voice Assistant, siriusxm, Spotify, Toyota Connected, vehicle personalization, X @KenAutoinformed
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HondaJet APMG S Upgrade Expands to Mexico
Honda Aircraft Company said today that the so-called APMG S program (footnote 1) is now available to owners in both the U.S. and Mexico of HondaJet Classic and APMG aircraft. This improves performance and adds the capabilities of recent technical innovations.
“We are excited to provide our customers in Mexico the opportunity to upgrade their aircraft with the advanced technology and performance of more recent iterations of the award-winning HondaJet,” said Amod Kelkar, Senior Vice President, Chief Commercial Officer at Honda Aircraft Company. “We are pursuing additional international certifications and hope to expand availability of the APMG S upgrade package to more HondaJet customers around the world soon.” Continue reading →