Oh Elon, Californians Already Forgot? EV Sales, even Teslas, Spike in Q3 before End of Federal EV Incentives. ICE Vehicle Sales Plunge by Wolf Richter • Oct 23, 2025 • 61 Comments Tesla Model Y by far #1 bestseller in California. Cybertruck failed, Model S and X fell off list. Non-Tesla EVs soar to record.
AI-Powered Tricolor and its Mushroom Cloud of Fraud Allegations Are a Sign Greedy Lenders Closed their Eyes for Years, Not a Sign Consumers Are “Cracking” or Whatever by Wolf Richter • Oct 17, 2025 • 60 Comments American consumers are doing OK on their auto loans.
Corporate Profits in Nonfinancial Industries Plunge by Most Ever in $, amid Massive Downward Revisions by Wolf Richter • Sep 27, 2025 • 93 Comments But profits are still huge after the pandemic free-money spike, except in auto manufacturing where losses pile up. Financial industry profits hit new record.
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?
