Tesla’s Global Deliveries Compared to the Top 10: Volkswagen, Toyota, GM, Ford, Honda, FCA, Mercedes… Here’s the Chart by Wolf Richter • Jan 24, 2020 • 218 Comments Tesla’s Stock Makes it the Second Most Valuable Automaker in the World. But How About its Size?
Tesla, Hit by Sagging US Sales, Goes Full-China with Design Center, Loans & Factory by Wolf Richter • Jan 16, 2020 • 165 Comments This move to China makes sense for a niche automaker struggling mightily in the US. But headwinds in China are even stronger than in the US.
China’s Consumers Slam Automakers, Sales Drop Hard, 2nd Year. GM Sales Plunge. Ford Sales Collapse. But Luxury is Hot by Wolf Richter • Jan 13, 2020 • 132 Comments “Challenging environment with weakened consumer demand”: This nosedive in a vast industry, affecting consumers and manufacturing, is happening even as GDP officially booms at 6%?
US Auto Imports from Mexico Hit Record, but Mexico’s Global Auto Exports Fall for First Time since 2009 by Nick Corbishley • Jan 11, 2020 • 31 Comments GM shifts even more production to Mexico (even as its US sales fall). But Ford’s imports from Mexico plunge. FCA’s, Audi’s, Nissan’s down too.
Average Mileage on “Rental Risk” Vehicles Sold to Used Car Market Spikes. But Prices Soar Too. What Gives? by Wolf Richter • Jan 8, 2020 • 55 Comments The Changing Supply of Used Vehicles.
Truckers Take “Wait and See Approach”: Equipment Orders, After Having Plunged, Stall at Low Levels by Wolf Richter • Jan 7, 2020 • 51 Comments Amid a shakeout among trucking companies & production cuts and layoffs among truck makers.
Australia’s New-Vehicle Sales Drop to Lowest Since 2011 by Wolf Richter • Jan 7, 2020 • 35 Comments Holden sales collapse. “Tough Year for the Australian Economy.”
US New Car & Truck Sales in 2019 Fell Below Year 2000 Level, 3rd Year in a Row Below 2016 Peak by Wolf Richter • Jan 6, 2020 • 60 Comments But not all faced falling sales. The top automakers in charts.
Carmageddon Spreads to Canada by Wolf Richter • Jan 5, 2020 • 114 Comments Sales fall for second year in a row, as car sales collapse further and truck sales barely tick up.
Turmoil in the Heavy-Truck Market as Seen by a Truck Dealer by Wolf Richter • Dec 23, 2019 • 72 Comments “This, I think, was the Big One, where the fleet valuations fell out and took this company out.”
