Used Vehicle Wholesale Prices Jumped. That’s How it Started in 2020 when Broad Inflation Took Off by Wolf Richter • Apr 7, 2026 • 54 Comments These new inflation pressures suddenly building up in the pipeline are concerning.
My Take on Auto Sales in March – Come to Think of it, My Take on the Tough & Ugly US Auto Market by Wolf Richter • Apr 2, 2026 • 93 Comments GM, Ford, Honda in a quagmire. Tesla now like GM & Ford. Stellantis & Nissan try to exit a death spiral. Toyota gains. Hyundai-Kia rocks from record to record.
$5+ Diesel Could Unleash Inflationary Mindset the Fed Better Not “Look Through.” Inflation Was already Hot before Iran War by Wolf Richter • Mar 24, 2026 • 118 Comments When this inflationary mindset takes off, inflation becomes like a runaway train.
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation by Wolf Richter • Mar 10, 2026 • 73 Comments California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23.
U.S. Gasoline Demand Fell Further amid Long-Term Structural Shift: Plunging Per-Capita Consumption by Wolf Richter • Mar 4, 2026 • 70 Comments Even as miles driven rose to a record.
Serious Delinquency Rates for Subprime & Prime Auto Loans, Balances, and Debt-to-Income Ratio in Q4 2025 by Wolf Richter • Feb 17, 2026 • 50 Comments The high-risk, high-profit ecosystem of subprime auto loans is not for the squeamish.
Here We Go Again on Inflation: Used Vehicle Prices Jump in January, Expected to Jump More in Record Tax-Refund Season by Wolf Richter • Feb 6, 2026 • 71 Comments Tax refunds make great down-payments which are great for higher prices. Every year, the industry salivates over it. But this year will be special.
Miles Driven Hit Record in 2025, beating 2019, amid Lethargic RTO, Mass Transit Blues, but a Jump in Population by Wolf Richter • Feb 2, 2026 • 56 Comments Since 2019, miles driven rose by 1.9%, the population by 3.6%, and miles driven per person fell.
New-Vehicle Sales in California, 2025: Tesla Loses Ground, Toyota Widens Lead, Honda Passes Tesla, but Model Y still #1 Bestseller by Far by Wolf Richter • Jan 22, 2026 • 75 Comments ICE vehicle sales dropped 28% from 2017 peak, while EV sales soared 648% over same period.
Ugly Charts of US Auto Sales, 2025: Stellantis, Nissan Flirt with Catastrophe. GM, Ford, Honda Sales Rise but far below Peaks. Toyota & Hyundai-Kia Set Records by Wolf Richter • Jan 6, 2026 • 135 Comments New-vehicle sales in 2025 rise barely above 1986: Four decades of structural stagnation, plunges, and partial recoveries.
