Serious Delinquency Rates for Subprime & Prime Auto Loans, their Balances, and their Burden: Our Drunken Sailors in Q2 by Wolf Richter • Aug 11, 2025 • 34 Comments Subprime is, as always, in trouble, which is why it’s subprime – high-risk-high-profit auto sales & lending that can entail steep losses.
Used Car & Truck Wholesale Prices amid Solid Retail Demand and Tight Supply by Wolf Richter • Aug 7, 2025 • 15 Comments Another squiggle, down this time, in moderate inflationary pressures that started a Year Ago.
GM Ate $1.1 Billion in Tariffs in Q2, Will “Likely” Eat More in Q3, Shifts Production to the US to Cut Costs, and Has Cash Left Over to Waste on Share Buybacks by Wolf Richter • Jul 22, 2025 • 99 Comments Good news for the US economy, but not for the stock; shares tanked 8%.
Used Car & Truck Wholesale Prices Been Rising for a Year, in Part Driven by Surging Prices of Used EVs by Wolf Richter • Jul 8, 2025 • 35 Comments Amid tight supply and solid demand.
Despite Ugliness at Stellantis, Nissan & Tesla, New Vehicle Sales in Q2 Rose to the Best Q2 since 2021. But June Stalled by Wolf Richter • Jul 2, 2025 • 112 Comments Cybertruck may be entering automotive history as the most expensive failed model ever.
Despite Tesla’s Sales Drop, Total EV Penetration in the US Rises to Record 9.8%: BY Model & USA-Made Content by Wolf Richter • Jun 10, 2025 • 42 Comments Tariffs don’t apply to USA-made content. Some EVs are mostly made in the USA, others are mostly made in foreign countries.
Auto-Loan Balances, Debt-to-Income Ratio, Serious Delinquencies for Subprime & Prime in Q1 2025: Our Drunken Sailors and their Auto Loans by Wolf Richter • May 16, 2025 • 19 Comments Something rare occurred: Auto loan balances fell despite highest new & used vehicle sales in years. More people paid cash to dodge interest rates?
I’ve Been Screaming about Rising Used-Vehicle Prices since Aug 2024 (and No One Paid Attention) but Suddenly It’s the Tariffs? by Wolf Richter • May 7, 2025 • 75 Comments The issue has been tight used-vehicle inventory due to reduced influx of 2021/2022 model years after the new-vehicle shortages at the time.
Oh Elon! Tesla Crushed Further in California in Q1, Non-Tesla EV Sales Soar. Cybertruck Joining Failed Models of Automotive History? by Wolf Richter • Apr 17, 2025 • 118 Comments Non-Tesla EV sales +36% YoY. Tesla sales plunge to lowest since Q3 2022. Cybertruck sales fall for 2nd quarter in a row.
Our Drunken Sailors Are Back: Sales of Used Vehicles Surge in March, same as New Vehicles. Retail Sales Might Look Good by Wolf Richter • Apr 14, 2025 • 77 Comments Despite their foul mood, consumers are splurging on vehicles and may also be splurging on other products.
