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Tag Archives: elon musk
Mazda Japanese BEVs to Adopt North American Charging Standard
Mazda Motor Corporation (MMC 7261.T)* today announced that a deal was reached with embattled Tesla (NASDAQ: TSLA) to adopt the North American Charging Standard (NACS) for charging ports on the company’s battery electric vehicles (BEV) launched in Japan from 2027 onward. Earlier this year, Mazda said that it will build a new module pack plant for automotive cylindrical lithium-ion battery cells in Iwakuni City, Yamaguchi Prefecture, Japan. The new plant will produce modules and packs of automotive cylindrical lithium-ion battery cells procured from Panasonic Energy Co. The completed battery packs will be installed in Mazda’s first battery EV that uses a dedicated EV platform and will be manufactured at Mazda’s Hiroshima plant. The annual production capacity is planned to be 10 GWh. This could see a U.S. export version, but there’s the ever-changing Trump trade barriers in play. The former Auto Alliance joint venture in Michigan is now a Ford Mustang plant and given Mazda’s strained relations with Ford, as well as Ford’s own struggles with Trump tariffs, it’s a highly unlikely source of Mazda BEVs in AutoInformed’s view.
Tesla itself presents another problem for U.S. sales, AutoInformed opines. Tesla said in late April that 2025 profits during Q1 plunged from $1.39 billion to $409 million. This was a drastic drop from analyst guess-timates as Elon Musk’s DOGE chainsaw kicked back on the company and slashed revenue from $21.3 billion to $19.3 billion. Amidst the carnage of lower customer deliveries, lower margins and lower profits, Elon Musk also claimed that he was leaving DOGE behind as his major work there was finished. Musk will only be spending a day or so weekly on the unpopular Trump DOGE executive order. However, the Tesla brand is unquestionably damaged. Tesla links could be highly toxic, the automotive brand equivalent of an EPA superfund cleanup site. Continue reading
Posted in auto news, electric vehicles, global warming, mobility company, news analysis, people
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, chagnan ford, DOGE, elon musk, Ford Flat Rock plant, ford mustang, Ken Zino, MAZDA BEVs, Mazda Hiroshima plant, Musk Chainsaw, NACS, North American Charging Standard, tesla, X @KenAutoinformed
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Tesla Tanking as Musk Leaves DOGE
Tesla said late yesterday that 2025 profits during Q1 plunged from $1.39 billion to $409 million. This was a drastic drop from analyst guess-timates as the Elon Musk’s DOGE chainsaw kicked back on the company and slashed revenue from $21.3 billion to $19.3 billion. Amidst the carnage of lower customer deliveries, lower margins and lower profits, Elon Musk also claimed that he was leaving DOGE behind as his major work there was finished.
“So at Tesla, we’ve gone through many, many of crisis over the years and actually been through many near death experiences. Like, we probably were on the ragged edge of death at least on maybe a dozen times,” Musk claimed. “This is not one of those times.” Continue reading
Posted in auto news, electric vehicles, financial results, news analysis, quality, results, sales, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, DOGE, elon musk, Ken Zino, Tesla Q1 2025 Financial Results, X @KenAutoinformed
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New Tesla Recall for Bad Computers
Tesla, Inc. is recalling ~240,000 2024-2025 Model 3, Model S, 2023-2025 Model X, and 2023-2025 Model Y vehicles because a computer circuit board may short circuit, according to documents made public today by the National Highway Traffic Safety Administration.
“On a small percentage of affected vehicles, upon vehicle power up, a reverse current may cause a shorting failure on the car computer board, resulting in the loss of rearview camera functionality,” Tesla said in the mandatory safety defect recall filing. Continue reading
Posted in connected vehicles, customer satisfaction, electric vehicles, electronics, engineering, manufacturing, news analysis, quality, recalls, safety, software recalls
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, elon musk, FMVSS 111 rear visibility, Ken Zino, NHTSA 25V002 or 25V-002, Tesla recall SB-25-00-001, Tesla Recalls, X @KenAutoinformed
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Tesla Recall for Bad Airbags and Windshields
Tesla is recalling some 2024-2025 Model S and Model X vehicles for failure to comply with Federal Motor Vehicle Safety Standard (FMVSS) numbers 208, “Occupant Crash Protection” and 212, “Windshield Mounting.” The driver’s air bag could tear during deployment, according to documents made public today by the National Highway Traffic Safety Administration. Continue reading
Posted in auto news, car sharing, customer satisfaction, manufacturing, news analysis, quality, recalls
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, elon musk, FMVSS 208 and 212, Ken Zino, NHTSA recall 24V967 or 24V-967, Tesla 2024-2025 Model S and Model X airbag recalls, Tesla recall SB-24-20-001, X @KenAutoinformed, ZF-Lifetec Mexico
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UAW Files Labor Charges Against Donald Trump And Elon Musk for Attempting to Intimidate and Threaten Workers
“When we say Donald Trump is a scab, this is what we mean. When we say Trump stands against everything our union stands for, this is what we mean,” said UAW President Shawn Fain. “Donald Trump will always side against workers standing up for themselves, and he will always side with billionaires like Elon Musk, who is contributing $45 million a month to a Super PAC to get him elected. Both Trump and Musk want working class people to sit down and shut up, and they laugh about it openly. It’s disgusting, illegal, and totally predictable from these two clowns.” Continue reading
Posted in auto news, fools 'n frauds, litigation, milestones, news analysis, people, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, donald trump, elon musk, Ken Zino, National Labor Relations Act, Shawn fain, uaw, X @KenAutoinformed
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Mercedes-Benz Alabama Workers Ask NLRB for Union Vote
Energy appears to be on the side of the union. Alabama has been a so-called “right to work state (for less?) since 2016, meaning that union-membership is not required for employment. By late February, less than two months after Mercedes workers went public with their drive to join the UAW, a majority of them had signed union cards.
The Mercedes workers are part of the growing national movement of non-union autoworkers organizing to join the UAW in the wake of the historic Stand Up Strike victory at the Big Three auto companies last fall. More than 10,000 non-union autoworkers have signed union cards in recent months, with public campaigns launched at Mercedes, Volkswagen, Hyundai in Montgomery, Ala., and Toyota in Troy, Mo. Workers at least two dozen other facilities are also actively organizing. The main event in this fight will likely be at Tesla in AutoInformed’s view with Twitter owner Elon Musk, mustering all the anti-worker tweets he can. Continue reading
Posted in auto news, customer satisfaction, economy, labor issues, manufacturing, milestones, news analysis, people
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, elon musk, Ken Zino, Mercedes-Benz Tuscaloosa Alabama, National Labor Relations Board, tesla, uaw
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SEC Sues Musk for Blatant Refusal of Subpoena
The filing in US Court for the Northern District of California concerns an ongoing investigation by the SEC regarding, among other things, potential violations of various provisions of the federal securities laws in connection with Musk’s 2022 purchases of Twitter stock, and Musk’s 2022 statements and SEC filings relating to Twitter. According to the filing, the SEC seeks Musk’s testimony to obtain information not already in the SEC’s possession that is relevant to its legitimate and lawful investigation. Continue reading
Ford CEO says China is the Main Competitor, Not GM
“If you localize Chinese technology in the US – the customer is going to get screwed,” Farley said. The candid, tough talk comes at a time when Ford is investing more than $50 billion (2022 through 2026) in electric vehicles and battery components. Ford is on track to reach an annual targeted production run rate of 600,000 electric vehicles globally by the end of 2023, and 2 million by the end of 2026. Electric vehicles are expected to account for half of the company’s sales by 2030. Continue reading
Toyota to Start New Car Subscription Service in Japan
Toyota wants to change from an automobile manufacturing company into – what else – a mobility company that offers a range of services to society of the future. Until now, Toyota has strengthened alliances between Toyota Group companies and other automobile manufacturers and new companies offering mobility services to create partnerships. The next steps are murky. Continue reading
Posted in car sharing, concept, customer satisfaction, marketing, milestones, news analysis
Tagged akio toyoda, auto industry commentary, autoinformed, autoinformed.com, automotive blog, Automotive Commentary, elon musk, Ken Zino, KINTO, kintoun, Mobility Company, new car reviews, new car subscription service
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Is the Tesla Bubble About to Burst?
Not surprisingly, the stock market is wary. Tesla stock has dropped for three straight days since the results – more than -5% on Thursday, almost -7% on Friday, and on Monday morning, it was trading down -9% at $236 per share. Continue reading
Posted in electric vehicles, financial results
Tagged autoinformed, autoinformed.com, elon musk, Ken Zino, tesla
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NHTSA Opens Tesla Model S Battery Fire Probe
The National Highway Traffic Safety Administration today officially opened a preliminary investigation into 2013 Tesla Model S battery fires. The probe safety affects more than 13,000 of the $70,000 to +$100,000 Tesla EVs sold in the U.S. Continue reading
Posted in auto news, safety
Tagged autoinformed, autoinformed.com, elon musk, Ken Zino, nhtsa
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Third Tesla Model S Fire in Two Months
Tesla’s claim that gasoline cars catch fire, in defense of the second fire, while true, ignores questions about how many actually catch fire after a crash or hitting road debris adjusted for the vehicle population and miles driven. While it could be just a run of bad luck, three fires with such limited exposure need looking into. Continue reading
Posted in electric vehicles, safety
Tagged autoinformed, autoinformed.com, elon musk, Juris Shibayama., Ken Zino, tesla fires
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Autonomous Cars – Cognitive Intelligence v Machine Learning
MOTOR Ai* announced today a $20 million “seed funding round to bring ‘cognitive intelligence’ autonomous driving technology into full deployment, starting with German public roads.” The new capital will support hiring, commercial rollouts, and expansion of its technology. AutoInformed notes that the recent Nazi propaganda spouted by Grok, the X social media chatbot, is just the latest example of the problems with large language models, aka L.L.M.s. Gathering large amounts of data doesn’t mean that systems using LLMs can think and reason safely without unintended dire consequences, such as X’s CEO Linda Yaccarino being fired by Elon Musk or Tesla’s Autopilot or leaving the company for her own reasons? [Ironically there isn’t enough verifiable data on this -AutoCrat] Continue reading →