The Headlight News podcast this week covers the Japan Mobility Show, Elon’s big payday and more. Check it out at Headlight.News.
Regulatory
Lucid Teams Up With NVIDIA to Bring Level 4 “Mind Off” Autonomous Driving to Market
“Hands-free” driving systems, like General Motors’ Super Cruise, are becoming increasingly common, but Lucid today announced a new partnership with tech giant NVIDIA aimed at bringing next-level technology to the highway. The Level 4 system would permit a Lucid vehicle to operate virtually anywhere, anytime with no input from a motorist who could even take a nap while driving from Point A to Point B. Headlight.News has more.
GM Turns Q3 Profit Despite $1.6B Charge Resulting from EV Plans
General Motors looked to be the leader in the electric vehicle market by investing heavily in the segment, and that push crimped its Q3 earnings numbers as it took a $1.6 billion charge to offset investments in its EV operations during the period. However, the company still reported a profit, and investors are happy. Get details at Headlight.News.
Automakers May Get Break on Some Tariffs
Just as new car prices are starting to rise due to tariffs applied by the Trump administration, automakers may be getting a break on some of them. The move may not ease prices short term, but it would prevent them from rising in the future. Get details at Headlight.News.
Slowing Sales Means We Won’t Be Seeing These EVs in the U.S.
Ferrari on Thursday revealed details about its first battery-powered model, the Elettrica. But the Italian automaker is delaying a second EV. And it’s not alone. Ford has scrapped several all-electric models, while Nissan pulled the plug on the 2026 Ariya. Acura just ended production of the ZDX and Stellantis has abandoned the all-electric Ram REV. Those are among a growing list of planned EVs that no longer will make it into production — or will be substantially delayed. Here are some of the others.
Automakers Come Up With Their Own EV Deals to Offset Lost Federal Tax Credits
While federal EV tax credits expired on September 30, automakers hope to maintain sales momentum – or, at the least, head off a threatened slump – with makers like Hyundai, GM and Ford coming up with deals of their own, including big price cuts and incentives matching the lost federal tax credits. They could help boost demand, according to a new Harris poll. More from Headlight.News.
Headlight News Podcast for the Week of 9-29-25
On this week’s podcast, we talk about the $2B hack of Jaguar Land Rover, the rise of new vehicle prices as automakers stop covering all the costs of the tariffs, the end of the $7,500 federal EV tax credit, increasing road rage incidents and more. You can get a link at Headlight.News or go straight to Spotify.
Ford Latest Recall: A Dangerous Steering Defect
Ford has now topped 110 recalls this year, but the latest could be one of the most serious, the automaker warning owners of 115,000 Super Duty pickups that they could face a dangerous defect leading to a complete loss of steering control. Headlight.New has more.
Federal Reserve Rate Cut May Not Help Increasing Price-Sensitive Car Buyers
Facing an uncertain economic environment that threatens to undermine demand for retail sales, including new vehicles, the Federal Reserve Board voted to cut interest rates. But it’s far from clear that will be enough to head off an automotive downturn worsened by anticipated tariff-driven price hikes. More from Headlight.News.
Toyota is the Latest With Major Recall for Faulty Digital Displays
Now it’s Toyota’s turn. The automaker is recalling nearly 600,000 vehicles sold under both the Toyota and Lexus badges because their digital instrument panels can fail. Similar problems have plagued its competitors this year, notably Ford, reports Headlight.News.
Even as Detained Workers Return Home, Korean Companies Warn Employees in U.S. More ICE Raids Could Follow
Hundreds of South Korean workers detained by an ICE raid at a Hyundai battery plant in Georgia were returned home to cheers from family and government officials. But Korean companies are worried that more immigration raids will follow, throwing into chaos Korean-owned auto, shipbuilding, steel and electrical equipment operations across the U.S. Headlight.News has more.
Yet again? Ford Recalls 1.9 Million Vehicles Due to Faulty Rearview Cameras – And More Could Follow
Another day, another big Ford recall, it seems, the automaker now announcing it needs to fix faulty rearview cameras in about 1.9 million vehicles. It’s the second time this problem has cropped up recently – and now brings the total number of recalls involving Ford products to well over 100 this year. Headlight.News has more.