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.
Tesla’s Deliveries Plunge, Worst Q4 since 2022. Annual Sales Drop for 2nd Year. Cybertruck now a Failed Model by Wolf Richter • Jan 2, 2026 • 121 Comments But Model Y was #1 US bestseller through Q3 before EV incentives ended. And Tesla’s hype machine works: TSLA trades at a P/E ratio of 300, other automakers at 10 to 20.
New Vehicle Inflation: the “WOLF STREET Ford F-150 XLT & Toyota Camry LE Price Index” Going back to 1990 v. CPI by Wolf Richter • Nov 28, 2025 • 112 Comments Now updated with the prices for the 2026 model year.
How Americans Handled their Auto Loans & Leases in Q3 2025: Subprime & Prime Delinquency Rates, Balances, and Burden by Wolf Richter • Nov 10, 2025 • 43 Comments Loan balances remained flat for a year despite higher unit sales, an unusual situation. Two reasons: prices and cash deals.
CarMax Enters our Imploded Stocks. Used-Car Dealers Face Reckoning after Jacking Up Prices by 55% in 2 Years by Wolf Richter • Nov 6, 2025 • 80 Comments Consumers have had it with high prices. In addition, these dealers have company specific issues.
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.
