If you've been reading my columns over the past year, you may have noticed that I keep returning to California. One week it's the EV mandate. Another week it's replacement...
On the Dash:
Political and trade disputes are increasingly influencing EV incentive programs, creating uncertainty for manufacturers and consumers.
Incentive eligibility remains a key factor in EV affordability and...
On the Dash:
Lucid is shifting from rapid growth to financial discipline, signaling that profitability and execution now take priority over production volume.
The delayed rollout of Lucid's midsize platform...
On the Dash:
Strong hybrid demand continues to give Toyota dealers a competitive advantage as EV adoption faces affordability challenges.
Supply chain constraints could impact inventory availability for high-demand Toyota...
You probably thought the EV mandate was over. So did I.
Washington certainly acted like it was. Congress celebrated. The White House touted what it called one of the largest deregulatory...
On the Dash:
Rivian raised its 2026 delivery forecast, signaling early demand for the new R2 SUV.
The automaker narrowed losses and increased revenue, though profitability remains a long-term goal.
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On the Dash:
Tesla executives are reportedly preparing to separate the company's China business ahead of a potential SpaceX merger.
CEO Elon Musk denies the report, calling it "fake news"...
On the Dash:
Stellantis is sharpening its focus on core automotive operations by divesting non-core businesses.
Free2move will continue operating under new ownership, with plans to expand EV fleets and...
On the Dash:
July is on track to deliver the strongest sales pace of 2026, signaling resilient consumer demand.
Pent-up demand, rather than policy incentives, is driving today's showroom traffic.
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On the Dash;
Mercedes maintained its 2026 margin outlook despite weaker sales and revenue guidance.
China remains the automaker's biggest headwind, with deliveries down 30% and a €704 million write-down.
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