Stagnating demand in Western markets, the end of the ‘global car,’ and the cost of electrification present automakers and suppliers with a triple conundrum, says AlixPartners’ annual report on the state of the auto industry.
Earnings and Financials
Polestar Banned from Selling Vehicles in the U.S. After 2026 Model Year
The Trump administration banned Polestar from selling vehicles in the U.S. after the 2026 model year, the automaker said Thursday, the result of the Trump administration’s crackdown on connected vehicle technology from China where the EV brand’s parent is based. More from Headlight.News.
Depleted U.S. Weapons Stash Could Turn Detroit Into the “Arsenal of Democracy” Once Again
The Iran War has left the U.S. military with a depleted stockpile of weapons – even while revealing there’s an entirely new form of warfare. Yet that has the Pentagon reaching into its past and could see Detroit’s automakers emerge as a modern version of the “Arsenal of Democracy” that played a critical role in winning World War II. Headlight.News has more.
UAW Pres. Fain Fights for His Political Life – and that Could Trigger a Wave of Strikes
The UAW plans to fatten up its strike fund as it prepares for fights with big, corporate employers. But union Pres. Shawn Fain also faces a potentially explosive re-election campaign in the months to come as the union moves to fill spots on its executive board.
Have “Illegal” Immigrants Driven Up Auto Insurance Costs? Trump Says Yes. Data Says No
Auto insurance rates have gone up sharply this decade and the question is why premiums have risen so quickly. Pres. Trump points to illegal immigration. But that doesn’t appear to be matched by the data. Headlight.News has more.
UAW Ends Crippling Strike at Major GM Supplier
Members of the United Auto Workers Union ratified a new, four-year contract with the Dauch Corp. ending a strike at a plant in Three Rivers, Michigan. The agreement gives workers a big raise and ends the threat to General Motors truck production.
GM Takes on the Challenge of Backing Up the Struggling Electrical Grid with New Sodium Ion Batteries
Even though EV sales may be slowing down, the nation’s electrical grid faces a variety of challenges, especially with the surge in data center construction. GM plans to lend a hand through a new partnership bringing out backup technology using new sodium ion battery technology. More from Headlight.News.
UAW Strikes Key Supplier, Potentially Crippling GM, Ford and Stellantis
Detroit’s Big Three automakers face the prospect of running short of key components for some of their most profitable models as the United Auto Workers Union strikes supplier American Axle. More from Headlight.News.
No V-8? No Sale, Say 40% of Ram Buyers
The latest-generation Ram 1500 pickup got off to a slow start when it made its debut two years ago, sales only taking off when the automaker revived the Hemi engine option last summer. Nearly half of Ram buyers demand a V-8 a senior executive said, even if doesn’t deliver the power, performance – or fuel economy of today’s turbocharged inline-6. More from Headlight.News.
Ferrari Luce: Is This the “Destruction of a Legend”?
Ferrari officially pulled the covers off the Luce, its first-ever battery electric vehicle. Despite some kind words from Pope Leo, however, the reaction to the $640,000 was largely unflattering. Is this the product that brings the house of the “prancing pony” crashing down? Headlight.News has more.
Honda Idling Ridgeline Production Until 2028 – Blames Emissions Issues Rather Than Slow Sales
Honda will temporarily idle production of its midsize Ridgeline pickup later this year, though it plans to relaunch the truck in new form for the 2028 model year. The automaker blames trouble meeting new emissions rules. But skeptics say the truck has failed to generate the sort of sales numbers the automaker had been hoping for. More from Headlight.News.
Stellantis in the Fastlane: Who Were the Winners and Losers?
Being bigger isn’t always better. Stellantis has 14 separate auto brands which can be difficult to support after last year’s big losses. Under the new Fastlane 2030 turnaround plan, the automakers is keeping them all – but some brands fare better than others. Headlight.News looks at the winners and losers.