Category Archives: transportation

Brexit – Angry Voter Costs Greater Than Said. Trump Parallels Abound

Posted on 13 November 2025 by Ken Zino

In a paper published in November and brought to AutoInformed’s attention today by The Hutchins Center on Fiscal and Monetary Policy at the estimable Brookings Institute, angry voters in the United Kingdom who overwhelming approved leaving the European Union in the so-called Brexit* referendum resulted in shrinking the UK GDP by 6% to 8% by 2025. The exhaustive research paper was authored by Nicholas Bloom, Philip Bunn, Paul Mizen, Pawel Smietanka and Gregory Thwaites.**

The negative economic effects began after the 2016 referendum. They intensified following the UK’s formal exit in 2020. This paper in AutoInformed’s view is directly relevant to Trump’s Tariff Chaos and is a harbinger of still larger negative effects to come. Continue reading →

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Tariff Chaos – Honda All-Terrain Factory to Build More Parts

Posted on 11 November 2025 by Ken Zino

Today Honda announced a $9.658 million investment to modernize its North Carolina Manufacturing (NCM) plant to let build more parts. The new investment is likely to exceed $9.6 million and create 18 new non-union jobs.*

“By equipping Honda North Carolina Manufacturing with important new capabilities to build key parts for our products right here at the facility, we can continue growing our ATV business in North Carolina,” said Lynne Hedrick, site lead at NCM. “We are grateful for the continued support from Alamance County and look forward to the benefits this investment will provide to our associates and the region.”** Continue reading →

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CARB – Greenhouse Gas Emissions Down Again!

Posted on 7 November 2025 by Ken Zino

The latest publication of California’s greenhouse gas emissions inventory released today shows a 3% drop in statewide emissions. This is the third largest annual percentage decrease since the pandemic under the Trump Administration. The decrease is equivalent to removing more than 2.6 million gasoline-powered cars from California’s roads for one year.

“Today’s milestone once again confirms that bold climate action can deliver real results,” said California Air Resources Board Chair Lauren Sanchez. “California’s climate pollution is falling even as our economy grows – a powerful testament to the strength of our programs, innovation in clean technology, and the commitment of communities across the state. We’re not just investing in a healthier future; we’re actively building it.” Continue reading →

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Michigan – Tariffs Cause Higher Grocery Prices, More Expensive Housing, Put Jobs at Risk

Posted on 5 November 2025 by Ken Zino

In response to Governor Gretchen Whitmer’s executive directive to gauge the impact of federal tariffs on Michigan’s economy, several State of Michigan departments submitted reports pointing to higher prices and costly delays that would ultimately impact Michiganders. Today, the U.S. … Continue reading →

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BMW Motorrad Shows 2027 F 450 GS

Posted on 4 November 2025 by Ken Zino

BMW Motorrad USA in conjunction with its global siblings revealed the new 2027 BMW F 450 GS. It’s said to be a completely redesigned, new construction for the 48 horsepower 400 – 500 cc class.

“With the new BMW F 450 GS, BMW Motorrad presents a genuine BMW GS in the 48 hp A2 class. It embodies the essence of a GS: Get on, twist the throttle, have fun – with full control and maximum confidence. Its low weight, superior performance and perfect balance between agility and stability ensure a particularly intuitive riding experience. Thanks to its precise handling and typical GS expertise, it performs impressively both on and off the road. The F 450 GS is the perfect ‘best buddy’ for every riding situation. It is uncomplicated, robust, and always ready. It sets the benchmark for sporty adventure bikes in its class.” Markus Flasch, CEO BMW Motorrad. Continue reading →

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Goodyear Tire Posts Q3 2025 Loss of $2.2 Billion

Posted on 3 November 2025 by Ken Zino

The Goodyear Tire & Rubber Company (NASDAQ:GT)* posted Q3 2025 results today that showed a net loss of $2.2 billion ($7.62 per share) compared to a Goodyear net loss of $37 million (13 cents per share) a year ago. Third quarter 2025 adjusted net income was $82 million compared to adjusted net income of $102 million in Q3 of last year. Adjusted earnings per share was $0.28, compared to $0.36 (diluted) in Q3 2024.

“We delivered a meaningful increase in segment operating income relative to the second quarter in an industry environment that continued to be marked by global trade disruption,” said Mark Stewart, chief executive officer and president. “This growth underscores our strong product portfolio and the consistency of our execution under the Goodyear Forward plan, both of which we expect to support further acceleration in our earnings during the fourth quarter.” Continue reading →

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How China Is Gutting Western Automakers

Posted on 20 October 2025 by Michael Dunne

“Make the world more dependent on China. Make China less dependent on the world.” – Xi Jinping (Politburo, Dual Circulation Strategy, May 2020) If China’s goal is total domination of the global auto industry, the master plan might look something like this:

Scale Up: Build enough capacity to supply more than half of the world’s annual demand for vehicles.
Flood In: Launch a frenzied push of exports into markets worldwide and, with aggressive pricing, take large chunks of market share. Continue reading →

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Penske Automotive Group Increases Dividend Yet Again

Posted on 16 October 2025 by Ken Zino

“We are pleased to reward shareholders with another increase in the quarterly dividend”, said Penske Automotive Group President Robert H. Kurnick, Jr. “We remain confident in our business and continue to generate strong cash flow, preserve a healthy balance sheet and maintain a disciplined approach to capital allocation.”

Penske Automotive Group’s Third Quarter 2025 Earnings Call is upcoming on 29 October 2025 at 2 pm ET. AutoCrat opines that this is a signal that the earnings will be strong. However, all the usual SEC forward looking statement caveats apply. Continue reading →

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HondaJet Flies on Sustainable Aviation Fuel!

Posted on 13 October 2025 by Ken Zino

Honda Aircraft Company today announced it has become the first twin-turbine very light business jet manufacturer to fly the HondaJet on a successful test flight running a 100% blend of sustainable aviation fuels (SAF). HondaJet aircraft currently in service have been operated by customers on approved SAF blends of up to 50%. GE Honda Aero successfully completed tests of the HF120 engine on the ground utilizing 100% SAF fuel blends in 2022 and 2023, providing an early demonstration of the feasibility of the HondaJet’s recent test flight.

“We are immensely proud of our Honda Aircraft Company engineering team carrying forward our commitment to the future of aviation by demonstrating that the HondaJet is capable of operating on a 100% SAF blend,” said Amod Kelkar, Senior Vice President and Chief Commercial Officer at Honda Aircraft Company. “This achievement is a step toward aligning our business activities with the global Honda goal of decarbonizing our business activities by 2050.” Continue reading →

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Chevrolet Bolt Returns as 2027 Model at ~$30,000

Posted on 9 October 2025 by Ken Zino

“The Chevrolet Bolt was the industry’s first affordable mass-market, long-range EV and it commanded one of GM’s most loyal customer bases thanks to its price, versatility and practicality,” said Scott Bell, vice president, Global Chevrolet. “After production ended, we heard our customer’s feedback and their love for this product. So the Bolt is coming back, by popular demand and better than ever, for a limited time. 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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Bosch Puts Its First Hydrogen Fuel Cell Truck Into Service

Posted on 8 October 2025 by Ken Zino

Bosch said today that it has taken another step toward climate-friendly logistics. Its Nuremberg plant recently started using a fuel-cell electric truck in plant traffic. The truck is equipped with the Bosch fuel-cell power module (FCPM). [The Germans, who once scoffed at Japanese technological prowess  appear to be trailing them in fuels cells – AutoCrat.]

“When we decided to make our plant traffic more climate-friendly, it was clear that we wanted a truck featuring Bosch’s FCPM,” said Alexander Weichsel, the commercial plant manager in Nuremberg. “This deployment is an important building block that helps us reduce our emissions in logistics. The fact that several thousand trucks with Bosch fuel-cell systems are already on the road worldwide shows that the concept is proving its worth.” Continue reading →

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Gasoline Demand Dropping, Pump Prices Flat

Posted on 3 October 2025 by Ken Zino

“Tis the season for lower gas prices as demand drops and gas stations make the switch to winter-blend gasoline which is cheaper to produce. Crude oil supply remains robust as OPEC+ – a group of oil-producing countries – is likely to announce in the coming days another production increase in November. That surplus coupled with weaker demand is keeping pump prices down, even as some U.S. refineries are expected to go offline this month for seasonal maintenance,” said AAA. Continue reading →

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Toyota Starts a Strategic Investment Subsidiary

Posted on 30 September 2025 by Ken Zino

Toyota Motor Corporation (NYSE: TM, 7203T) today announced the establishment of Toyota Invention Partners Company, Ltd. (TIP), a new strategic investment subsidiary with ¥100 billion yen (~$670 million) in capital. TIP will focus on accelerating collaborations between Toyota, Woven by Toyota (WbyT), Toyota Group companies, their affiliates, and external partners as part of Toyota’s ongoing transformation into a mobility company. Woven Capital, Toyota’s venture investment arm, has established Fund II with $800 million (~¥120 billion), matching the size of Fund I launched in 2021.*

“To ensure that mobility continues to bring smiles to people and remains vital to society, the Toyota Group has embraced the vision of ‘Inventing our path forward, together’. This vision places a particular emphasis on ‘Invention’, which has always been the foundation of the Group” said Kenta Kon, Operating Officer and Chief Financial Officer of Toyota and CFO and Director of WbyT. Continue reading →

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Honda, Astrobotic Start Study of Lunar Power

Posted on 29 September 2025 by Ken Zino

American Honda Motor Company and Astrobotic Technology today announced a joint-development agreement aimed at developing a scalable and integrated power supply for sustained lunar surface missions.

“The collaboration between Honda and Astrobotic marks a pivotal step toward creating scalable power solutions for long-term lunar surface missions. Powered by core Honda technologies, our regenerative fuel cell system is designed to provide efficient energy storage and regeneration to support sustained human life on the Moon, as well as advance zero-emission applications on Earth,” claimed Derek Adelman, chief engineer, Space Development Division, American Honda Motor Company. Continue reading →

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