Category Archives: economy

Stellantis Struggles – Q2 2025 Shipments Mostly Down Again

Posted on 21 July 2025 by Ken Zino

Stellantis N.V. today released some preliminary and unaudited financial information for the First Half of 2025, in addition to its global quarterly consolidated shipment estimates and commentary on related trends in what appears to be an attempt to ameliorate financial market expectations based on its recently dismal operating results and program cancellations as it struggles to maintain what some consider too many brands and too little resources. See The Stellantis Spin below. Continue reading →

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Spring Hill to Make Advanced LFP Batteries

Posted on 15 July 2025 by Ken Zino

“At GM, we’re innovating battery technology to deliver the best mix of range, performance, and affordability to our EV customers,” said Kurt Kelty, VP of batteries, propulsion, and sustainability at GM. “This upgrade at Spring Hill will enable us to scale production of lower-cost LFP cell technologies in the U.S., complementing our high-nickel and future lithium manganese rich solutions and further diversifying our growing EV portfolio.” Continue reading →

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Chinese Trade Wars – Volvo Q2 2025 Impairment Charge

Posted on 14 July 2025 by Ken Zino

Chinese owned Volvo Cars (VOLCAR B:STO) today announced a SEK 11.4 billion (~$1.2B) non-cash impairment charge in Q2 of 2025. Volvo is adjusting the financial assumptions for the EX90 and ES90 platform, because of previous launch delays and import tariffs in several markets. Among other woes, Volvo can’t sell the ES90 profitable in the U.S. Volvo Cars will publish its second quarter 2025 financial results on Thursday, 17 July 2025 at 07:00 CEST. Continue reading →

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California Strikes Back for Clean Air

Posted on 9 July 2025 by Ken Zino

California state agencies today announced a series of “dialogue sessions to generate public discussion around proposed measures to support increased zero emission vehicle adoption in California.” The agencies are planning to host three in-person sessions during business hours and one evening session online. If upheld, President Trump’s illegal rollback of the state’s regulations would cost Californians an estimated $45 billion in health care costs.

“In response to illegal federal efforts to revoke California’s clean air waivers, Governor Gavin Newsom signed an executive order on June 12, 2025. The order directed the California Air Resources Board, the California Energy Commission, Governor’s Office of Business and Economic Development, California State Transportation Agency, and Department of Consumer Affairs to assess additional actions to spur light-, medium-, and heavy-duty zero emission vehicle (ZEV) adoption in California, and to deliver formal recommendations for additional actions to the governor in August,” the agencies said. Continue reading →

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U.S. May Trade Deficit increases $11.3 Billion

Posted on 3 July 2025 by Ken Zino

The U.S. Census Bureau and the U.S. Bureau of Economic Analysis said today that the goods and services deficit was $71.5 billion in May, up $11.3 billion from $60.3 billion in April, revised. May exports were $279.0 billion, $11.6 billion less than April exports. May imports were $350.5 billion, $0.3 billion less than April imports.

Noteworthy was that the May deficit with China ($13.9 billion) was the lowest since March 2020 ($11.7 billion). However, May exports to China ($6.6 billion) were the lowest since September 2009 ($5.8 billion). This in the middle of the ongoing Trump Tariff chaos. Continue reading →

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American Honda Posts Q2 2025 Sales Increase of 8.4%

Posted on 1 July 2025 by Ken Zino

American Honda said today that it posted sales increases in June, Q2 and thereby leading to relatively strong First Half Sales Increase of 8.4%.

“The Honda and Acura brands continue to buck industry trends with sales increases in June and the second quarter as our strong sales momentum continues through the first half of the year,” said Lance Woelfer, vice president of Auto Sales at American Honda Motor Co. Inc. “Driven by the success of all-new products like the Honda Passport and Acura ADX, and record sales of electrified models we continue to meet customer needs and manage changing market conditions.” Continue reading →

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Toyota Motor North America Q2 Sales up 7.2%

Posted on 1 July 2025 by Ken Zino

“Steady demand for our Toyota and Lexus brands resulted in strong sales throughout the second quarter,” said Mark Templin, executive vice president and chief operating officer, TMNA. “Our lineup of 32 electrified vehicles was a big part of that draw as they represented over 46% of our sales in June.” Continue reading →

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GM Posts Strong YTD 2025 U.S. Sales

Posted on 1 July 2025 by Ken Zino

General Motors (NYSE: GM) said today that its U.S. sales increased 7% in the second quarter and 12% in the 2025 first half. GM led the U.S. automotive industry in total and retail sales in the year’s first six months, with sales growth well ahead of the estimated 4% total auto industry growth. This is in sharp contrast to Ford Motor Company claims today and is the result of selective use of categories and time periods by both companies.

“The investments we have made in our crossovers, SUVs, and pickups – both gas and electric – along with great execution by our employees, suppliers and dealers, have made GM the engine of growth for the U.S. industry this year,” said Duncan Aldred, GM senior VP and president of North America. Continue reading →

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Ford Motor Q2 2025 Sales up 14.2%

Posted on 1 July 2025 by Ken Zino

Ford Motor Company (NYSE: F) said today that Q2 sales rose 14.2%, largely because of sales of trucks and SUVs. Ford claimed that it was well ahead of the U.S. industry in Q2 by increasing, sales ~10 times the estimated 1.4% industry increase. It also said it expanded market share to an estimated 14.3%, up 1.8 percentage points compared to Q1 2025. Continue reading →

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Trump Tariff Legacy – U.S. June Auto Sales Soft

Posted on 25 June 2025 by Ken Zino

Total U.S. new-vehicle sales during June 2025, including retail and non-retail transactions, are projected to reach 1,247,900, a slight 2.5% increase from June 2024 according to a joint forecast from J.D. Power and GlobalData released today.* June 2025 has 24 selling days, two fewer than June 2024. Comparing the same sales volume without adjusting for the number of selling days translates to a decrease of 5.4% from 2024.The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 15.0 million units, up 0.2 million units from June 2024. Continue reading →

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ACEA – May 2025 EU Car Sales Flat. Tesla Down Again!

Posted on 25 June 2025 by Ken Zino

During the May 2025 year-to-date (YTD) period, new EU car registrations fell by 0.6% compared to the same period last year, according to data released today by the European Automobile Manufacturers’ Association, aka ACEA at AutoInformed based on its original French name. Notably, the anti Elon Musk backlash continued as Tesla sales dropped to 13,863 from 19,227 or -27.9% YoY in May. Year-to Date sales of Musk-mobiles are off -37.1% at 75,196, down from 119,482 YoY.

The lobbying group of 15 major European automakers said that, “Nonetheless, year-on-year (YOY) registrations for May increased by 1.6% compared to the same month last year.” Continue reading →

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UAW Praises NYC Mayoral Runner Zohran Mamdani

Posted on 25 June 2025 by Ken Zino

In December 2024, UAW Region 9A became the first union to endorse Zohran as the Democratic primary candidate for New York City mayor. At the time, the UAW noted that his campaign squarely confronted New York’s cost-of-living crisis. His platform was to build affordable housing, freeze rents, make buses fast and free, and provide universal childcare. This confirmed the UAW’s demands to make life affordable for working-class New Yorkers, most of whom are renters and commuters. On 30 May 2025, UAW Region 9A reaffirmed its support, urging NYC UAW households to rank Mamdani first. It was to AutoInformed’s knowledge, the only major union to do so.* Continue reading →

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SMMT Lauds Launch of UK Industrial Strategy

Posted on 24 June 2025 by Ken Zino

The UK automotive industry today has vowed to build on the foundations laid by government’s Industrial Strategy published yesterday with a 10-point plan to drive the UK back into the top 15 of global vehicle manufacturing locations by 2030 and deliver a £50 billion economic boost over the next decade. {See footnote 1] This is from the home of the Brexit disaster of  British political thinking.

Mike Hawes, Chief Executive of the Society of Motor Manufacturers and Traders (SMMT) speaking at the industry’s annual Summit in London today said “Government’s long-term Industrial Strategy, including the Drive35 £2.5 billion auto capital and R&D fund, recognizes automotive as a pillar of advanced manufacturing, integral to the world leading innovation that creates the high value jobs, wealth and economic growth that are vital to our country’s future. Now we must make the most of that position and put in place the right conditions for growth.” Continue reading →

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June Auto Market – Consumer Sentiment is Trump Chaotic

Posted on 24 June 2025 by Ken Zino

“Cox Automotive leading g indicators are mixed … in mid-June with a decreasing week-over -week trend related to service appointments, which were down 4% against 2024 in the week ending June 14 as geopolitical issues drive down consumer sentiment. We risk seeing momentum further decline in retail vehicle sales with scorching temperatures at the start of summer. Consumers may stay inside and away from dealerships with high prices and high uncertainty about what comes next in Iran and with uncertainty about when gas prices, interest rates and – of course – tariffs will come back down,” said Jonathan Smoke, Chief Economist. Continue reading →

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Bike Lane Delivery – Honda Shows Fastport eQuad Prototype

Posted on 17 June 2025 by Ken Zino

Honda (7267.T and NYSE: HMC) today announced the establishment of Fastport, a new business dedicated to transforming the last-mile delivery industry with what it calls “innovative micromobility solutions.” Fastport uses the Honda Mobile Power Pack (MPP) swappable batteries and is a software-defined vehicle (SDV) project. The Fastport eQuad in theory will help address urban congestion and rising consumer demand for faster, more frequent deliveries.

“The Fastport team has worked tirelessly to create the Fastport eQuad, a zero-emission alternative to delivery vans that solves the challenge of last mile urban logistics by meeting the needs of urban residents expecting on-demand deliveries of packages, groceries and other items,” said Jose Wyszogrod, general manager and founding member of Fastport. “Drawing from the deep knowledge of Honda design and engineering talent in the U.S., the Fastport eQuad is a testament to the commitment of Honda to advancing a more sustainable future through innovative mobility solutions.” Continue reading →

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