Tesla, EV registrations plummet in California as hybrids surge
On the Dash:
Tesla registrations dropped 24%, even as the Model Y remained the state's top seller.
EV market share fell to a four-year low in California at 13.7% in...
TSLA396.380-8.28%
GM79.580-2.93%
F13.970-0.44%
RIVN16.2600.33%
CYD51.0500.59%
HMC26.190-0.66%
TM172.770-5.42%
CVNA62.840-7.2%
PAG171.330-9.43%
LAD293.020-14.48%
AN186.360-9.5%
GPI305.070-20.53%
ABG190.130-9.69%
SAH78.130-5.52%
TSLA396.380-8.28%
GM79.580-2.93%
F13.970-0.44%
RIVN16.2600.33%
CYD51.0500.59%
HMC26.190-0.66%
TM172.770-5.42%
CVNA62.840-7.2%
PAG171.330-9.43%
LAD293.020-14.48%
AN186.360-9.5%
GPI305.070-20.53%
ABG190.130-9.69%
SAH78.130-5.52%
TSLA396.380-8.28%
GM79.580-2.93%
F13.970-0.44%
RIVN16.2600.33%
CYD51.0500.59%
HMC26.190-0.66%
TM172.770-5.42%
CVNA62.840-7.2%
PAG171.330-9.43%
LAD293.020-14.48%
AN186.360-9.5%
GPI305.070-20.53%
ABG190.130-9.69%
SAH78.130-5.52%
EV news
Samsung SDI inks multi-year EV battery supply deal with Mercedes-Benz
On the Dash:
Expanding battery partnerships signal continued acceleration of EV product pipelines from legacy automakers.
High-nickel battery chemistry points to ongoing focus on range and performance improvements in upcoming...
Volkswagen ends U.S. EV output, triggering $600 million financial hitÂ
On the Dash:
Slower EV demand may impact inventory planning and turn rates for electric models.
Production pullbacks could tighten EV supply or shift sourcing toward imports.
Ongoing cost pressures...
Ford creates unified product organization to accelerate EV, software rollout
On the Dash:
A portfolio refresh signals a consistent pipeline of updated trucks and electrified models through 2029.
Expanded software and OTA capabilities will increase focus on digital services and...
Tesla outlook strengthens as software updates fuel investor confidence
On the Dash:
Tesla’s software-driven model highlights the growing importance of recurring revenue streams like FSD subscriptions.
AI and software capabilities are emerging as key differentiators in the EV market.
...
Auto retail holds firm as Kerrigan flags geopolitical pressure, policy resets and M&A surge
Automotive retail continues to show underlying strength despite geopolitical uncertainty, rising energy prices, and evolving federal policy, according to Kerrigan Advisors Managing Director Ryan Kerrigan.
During today’s episode of Inside Automotive,...
Volkswagen faces Q1 charge after halting EV production at Tennessee plant
On the Dash:
A production halt may tighten EV inventory and disrupt vehicle availability at U.S. dealerships.
Software delays highlight ongoing execution challenges that could push back product timelines and...
Ford pushes to block Chinese EVs as it rolls out gas incentives in high-cost states
On the Dash:
Ford’s policy stance signals continued pressure for protectionist measures that could shape future inventory mix and pricing strategy.
Gas card incentives highlight ongoing consumer sensitivity to the...
Tesla rolls out Spring 2026 update with AI, self-driving push
On the Dash:
Tesla continues to use software updates to drive recurring revenue, particularly through simplified FSD subscription access and usage tracking.
Hardware dependency is increasing, creating a clearer distinction...
Oil surge above $100 signals shifting demand, new risks for U.S. auto dealers
On the Dash:
Rising fuel prices are likely to accelerate demand for fuel-efficient, hybrid, and electric vehicles while softening interest in larger trucks and SUVs.
Inventory mix and days’ supply...
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