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Think Tank
Automotive: Page 11
VW to Halt Exports of EV Bus to U.S. in 2026
VW's ID.Buzz bus had more than 200 days worth of available vehicles for sale in the U.S. as of the end of November, compared to the auto industry average of around 54 days for all vehicles.
Japan’s Exports to U.S. Rise for First Time Since Trump’s Tariffs
The gains in U.S. exports also helped outweigh a fall in the value of merchandise heading to China.
EU to Abandon Combustion Engine Ban in Win for Carmakers
Under the new proposal, the European Commission will lower the requirements that would have halted sales of new gasoline and diesel-fueled cars starting in 2035.
VW to Shut Down Production at German Plant
VW's 24-year-old Dresden, Germany, plant is scheduled to cease production on December 16, and will soon be converted into a technology research hub.
Ford Backs off All-EV Large Vehicles
The company predicted a $19.5 billion hit to profits as a result of the strategic shift.
EU Seeks to Remake Supply Chains Away from Dependence on China
The European Commission unveiled The ReSourceEU program, which seeks to de-risk and diversify the bloc’s supply chains.
U.S.-Australia Mining Deal: One Small Step Toward Weakening China’s Chokehold on Critical Minerals
China’s recent relaxation of export controls on rare earth metals shouldn’t cause anyone to get complacent about future access to that country’s extensive stores of critical minerals.
SK On and Ford Motor to End U.S. Battery Factory Partnership
Ford will assume full ownership of the companies' two battery plants in Kentucky, while SK On will take over their yet-to-be-opened facility in Tennessee.
Mexico Announces up to 50% Tariffs on China, Others
Mexico’s freshly approved range of tariffs on non-U.S. trading partners could be interpreted as a signal to the U.S. that it is sympathetic to Trump’s stance on trade.
Why Automotive OEMs Are Rethinking Steel Sourcing
OEMs are increasingly prioritizing a strategic shift to steel made here in the United States that uses higher levels of recycled content, and that leaves a verifiably lower carbon footprint.
Ford: Western Automakers Face Existential Threat from China
Chinese electric carmakers have risen to substantial market share, even in Europe, as manufacturers such as
BYD
and
Chery International
have produced well-reviewed electric cars.
Truckers Who Fail English Tests Are Pulled Off Roads in Trump Crackdown
The language crackdown is part of a broader Trump administration campaign that’s upending the trucking industry, a critical pillar of the U.S. economy.
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