Category Archives: Trump Truth Tests

Trumped! – 2026 Vehicles Sales Forecasts All Down

“The top theme over the last year or so has really been affordability, and this isn’t only related to the auto industry but really about everything facing consumers. And the issue is ALL about purchasing power or more clearly – the erosion of purchasing power for many Americans over the last several years. We’ve all seen new highs in the stock market that have happened many times this year, and those equity gains and asset appreciation really help high income households. Those consumers are driving a lot of consumption across the economy, but the wealth effect gains are concentrated at the very top of the pyramid. The vast majority of the US population sees little gain from the wealth effect and their number one source of income are the paychecks they take home every week. That’s why inflation matters,” said Jeremy Robb, Chief Economist Cox Automotive. Continue reading

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June 2026 Light Vehicle Production Forecast So-So

S&P Global Mobility’s May forecast released today noted that Geopolitical risk around the Middle East and the Strait of Hormuz keeps oil risks elevated, with “higher for longer” pricing still a base case and possible shipping/logistics hiccups. The biggest shift is a more constrained outlook for China light-vehicle demand, translating into lower sales and production. Continue reading

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Affordability – Used Vehicle Prices Hit Three Year High!

The Cox Automotive analysis of vAuto Live Market View data released today show used-vehicle inventory increased in May as the retail sales pace braked.* Average listing prices rose for the third consecutive month, reaching $26,918, the highest since mid-2023 and … Continue reading

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Why Wars Are Costing Motorists So Much

From our friends across the pond comes a timely warning today about wars and government fuel economy policies. [AutoInformed is thinking here about the relaxation of fuel economy standards by the Trump mis-administration, as well as its foreign wars and … Continue reading

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Mixed Results on Trump Auto Tariff, Policy Scorecards

Plante Moran shared its North American Production Outlook 2026 – 2033 forecast with the Society of Automotive Analysts this week. It is investigating at the mid-2026 point how electrification continues to influence auto industry direction as the year unfolds. The estimable mega-consulting firm that deals in audit, tax, consulting, and wealth management globally has a significant advisory presence in the auto industry.  It says changes are coming later this decade and into the early 2030s. 

“The North American production volume outlook for growth remains, but we’re seeing some geographic shifts, mostly to the US. And amount of this growth will be encountered in the later years of our projections,” said Dan Lee, principal at the Southfield, MI office. And that’s largely due to the delays in EV adoption that we’ve seen whether that’s planned to be paused or not.” Continue reading

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Harley‑Davidson On-Shoring Motorcycle Production

Harley-Davidson, Inc. (NYSE: HOG) said this week that it is bringing production of the Revolution® Max platform for North America back to the United States as part of the Company’s so-called Back to the Bricks strategy. [The venerable company has been clobbered by Trump Administration economic policies – AutoCrat.]. The move returns machining, powertrain assembly, painting, and final vehicle assembly work back to Harley-Davidson facilities in Pennsylvania and Wisconsin, with union jobs. The motorcycles are Pan America, Sportster® S, and Nightster models. The production transition is expected to be completed ahead of the start of Model Year 2028 production in 2027. Harley-Davidson expects to manufacture more than 100,000 motorcycles out of the Company’s York, Pennsylvania facility in 2027. Continue reading

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Trump Thumped – U.S. Air Carriers Fuel Costs Climb 26%!

The Bureau of Transportation Statistics [BTS  is part of the Department of Transportation – AutoCrat.] released today the April 2026 fuel cost and consumption numbers of U.S. Air Carriers. The airlines used 1.573 billion gallons of fuel, 2.6% less fuel than in March 2026 (1.615 billion) and 0.2% less fuel than April 2025 (1.575B).*

“Total fuel expenditure ($6.47B) of U.S. scheduled service airlines was up 26.2% from March 2026 ($5.12B) and up 78.0% from April 2025 ($3.63B). The cost per gallon of fuel in April 2026 ($4.11) was up 94 cents (29.6%) from March 2026 ($3.17) and up 181 cents (78.2%) from April 2025 ($2.31),” BTS said. All fuel consumption data is in regard to fuel paid for by the carrier. Continue reading

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BTS – May 2026 Fuel Prices Are Sky-High Up 32-50%

The Bureau of Transportation Statistics (BTS) today released monthly motor fuels prices for May 2026. The news shows the dire straits motorists are in with the prices at the pump confirming the ongoing trend under the Trump mis-administration. This comes as Iran on Monday has charged the Trump administration with ceasefire violations in Lebanon, saying it will close the Strait of Hormuz and stop swapping messages with the U.S. through intermediaries.

“In May 2026, the average price for regular motor gasoline was $4.48 per gallon; up 9.2% from April 2026 and up 42.2% from May 2025. The average price for diesel no. 2 was $5.60 in May 2026, up 1.8% from April 2026, and up 60.0% from May 2025,” BTS said. Continue reading

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Trump-conomics – May 2026 U.S. Auto Sales Forecast Flat

U.S. new-vehicle sales volume in May is expected to be mostly flat from year-ago levels, increasing a modest 0.1%, according to the latest forecast from Cox Automotive. There are 26 selling days this May, which is the same as last month, but one less than May last year.*

“May sales appear to be holding up despite significant economic uncertainty,” Cox Automotive Senior Economist Charlie Chesbrough said. “New-vehicle buyers today are more affluent than ever, so they may not be as impacted by inflationary pressures as much as other consumers who are more acutely feeling the sharply higher fuel costs. If the economy and stock market can remain on this growing but volatile path, new-vehicle sales will likely follow. However, those are two large necessities during extremely volatile times.” Continue reading

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Memorial Day Weekend Gas Prices Highest in Four Years

As holiday travelers start running the roads today in record numbers, Memorial Day weekend gas prices are the highest they’ve been in four years, according to the latest data from AAA. The national average for a gallon of regular is at $4.56, up 3 cents over last week and $1.38 higher than this time last year.

“Current prices are close to what drivers were paying 4 years ago, when the national average on Memorial Day was $4.61. With gasoline demand on the rise and the prolonged closure of the Strait of Hormuz, pump prices are likely to remain elevated as the summer travel season gets underway,” AA said. Continue reading

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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

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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

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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

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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

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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

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