Vehicles in Operation and Registrations in 2021 by Automaker and Segment. Where’s Tesla? by Wolf Richter • Dec 13, 2021 • 121 Comments And which states are the leaders in pickup truck sales?
Biggest Mess I’ve Ever Seen: Used-Vehicle Wholesale Prices Spike to Ridiculousness. Just Wait till they Hit CPI Again by Wolf Richter • Dec 7, 2021 • 206 Comments Supply suddenly jumps, Thanksgiving weekend gets credited.
Crushed Auto Sales, No Problem: Nov. was Most Profitable Month Ever for New Vehicle Sales as Americans Paid Whatever by Wolf Richter • Dec 2, 2021 • 166 Comments Thousands of dollars over sticker? I just don’t get this. Something big has changed in the brains of enough (but certainly not all) Americans.
The WOLF STREET F-150 XLT and Camry LE Price Index, Model Year 2022 Update: This is the Craziest Situation I’ve Ever Seen by Wolf Richter • Nov 20, 2021 • 230 Comments When trucks are advertised at $10,000 over MSRP, what does MSRP even mean? Now throwing shade on my fancy-schmancy proprietary index.
Dollar Purchasing Power Plunges. Inflation +6.2%. For Urban Wage Earners +6.9%, Highest in 40 years, Most Monstrously Overstimulated Economy Ever. by Wolf Richter • Nov 10, 2021 • 251 Comments Fed still printing money & repressing “real” interest rates to -6%, new vehicle prices spike by most since 1975, housing CPI jumps, food & energy soar.
Used Vehicle Wholesale Prices Spiked by the Most Ever. Retail Prices to Follow by Wolf Richter • Nov 8, 2021 • 58 Comments Powered by the inflationary mindset, consumers pay whatever, and dealers aggressively bid up prices, confident that consumers will pay whatever.
Average New-Vehicle Price Spikes 19% in 10 Months, to $44,000. Unit Sales Tick up, But Still Down 34% from March by Wolf Richter • Nov 5, 2021 • 135 Comments Automakers and dealers make enormous record per-vehicle gross profits amid inventory shortages in the craziest market ever.
Tesla’s Market Cap (Gigantic) v. Next 10 Automakers v. Tesla’s Global Market Share (Minuscule) by Wolf Richter • Oct 26, 2021 • 154 Comments It’s a ridiculous comparison, but hey, the CEO walks on water.
Tesla Rental Deal is Propaganda Coup for Hertz’s “Selling Shareholders” & for Tesla. But Rental Fleets Are Low-Quality Sales Automakers Don’t Tout by Wolf Richter • Oct 25, 2021 • 155 Comments Hertz +10% ahead of share offering, Tesla +13%. But why does Tesla get into low-margin rental fleet sales if there’s strong retail demand?
Hit by Shortages, Vehicle & Parts Production Plunged to Lowest since Lockdown. Oil & Gas Has New Script by Wolf Richter • Oct 18, 2021 • 141 Comments Industrial production over the long term is a sad sight, powered by offshoring.