Podcast appearances and mentions of stephanie brinley

Shoot us a Text.Episode #1011: Today we're breaking down the early fallout from sweeping auto tariffs, Toyota's recalibrated EV strategy, and why Gen Z is ghosting credit cards.Show Notes with links:The 25% tariff on imported vehicles is forcing swift and varied responses from automakers, with some pulling back and others ramping up U.S. operations. The early shakeup shows just how disruptive the new trade landscape could become.Stellantis paused production at Canadian and Mexican plants and laid off 1,000 U.S. workers.Infiniti halted U.S.-bound production of the QX50 and QX55 “until further notice.”VW stopped rail shipments from Mexico; Audi is holding vehicles at U.S. ports post-tariff. JLR is temporarily pausing US shipments.GM is boosting pickup production in Indiana, and Mercedes may shift another model to Alabama.Ferrari and Ineos raised prices up to 11%, while Ford and Stellantis launched deep discounts to keep buyers interested.“Consumers will feel financial pain faster than they will see new jobs,” warned S&P Global's Stephanie Brinley.Once criticized for lagging in the EV race, Toyota is charting a new path with more in-house models and global production—but with tempered expectations. The automaker is still prioritizing flexibility as it balances EV growth with its hybrid-heavy portfolio.The Japanese manufacturer aims to launch 15 internally developed EVs by 2027, including several Lexus models.New production sites in the U.S., Thailand, and Argentina are planned to hedge tariff risks and improve delivery timelines.The target is 1 million EVs per year by 2027—down from earlier projections of 1.5 million by 2026.In 2024, Toyota sold just under 140,000 EVs, less than 2% of its global volume of over 10 million vehicles.A new survey reveals Gen Z's growing distrust of credit cards, with many opting for debit, cash, and peer-to-peer options instead. High APRs, confusing terms, and debt fears are driving a generational payment shift that could reshape future retail habits.68% of Gen Z say credit card bills cause stress; 51% say cards give them the “ick.”Debit (68%) and cash (67%) top Gen Z's preferred payment methods—only 35% use credit cards, with 82% of respondents overall saying credit cards are “financially dangerous.”57% of Gen Z admit they don't fully understand card terms, and 53% have been surprised by interest charges.“It doesn't make sense to pay 20%, 25% or 30% in interest just to earn a few percentage points in cash back,” said Ted Rossman, Bankrate senior analyst.Join hosts Paul J Daly and Kyle Mountsier as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Shoot us a Text.Today, we're bringing you the latest information on how tariffs could affect the auto industry, including the Commerce Secretary hinting that President Trump could exempt the auto industry. Plus, we're covering how Honda is bringing Civic production back to Indiana, and Paul and Kyle's wild adventures this weekend.Show Notes with links:In a primetime address to Congress, former President Donald Trump defended his sweeping tariffs, acknowledging a potential "adjustment period" but emphasizing the tariffs' role in boosting the U.S. economy. As many as 20,000 vehicles per day could be cut from North American production due to parts shortages and high costs.Parts stockpiles could run out within a week, even after companies moved as many parts as possible across the border ahead of the tariff deadline, according to Stephanie Brinley, principal automotive analyst at S&P Global Mobility.Many suppliers cannot absorb added costs and may push automakers to cover tariffs, potentially halting parts supply.Tariffs on steel and aluminum will increase to 25% on March 12, with further auto import tariffs possibly starting April 2.If tariffs persist, North American vehicle sales could drop 10%, and smaller suppliers might need financial assistance to survive.In an interview with Bloomberg this morning, Commerce Secretary Howard Lutnick hinted that President Donald Trump may exclude certain sectors, including autos, from the 25% tariffs on Canada and Mexico. The decision could favor industries that comply with the United States-Mexico-Canada Agreement (USMCA) content provisions.“My understanding is the Big Three say they produce cars that are compliant under USMCA, which means they have sufficient U.S content in them to be part of the USMCA agreement,”The White House celebrated a "Monday morning win" as Honda announced plans to move production of its Civic model from Mexico to Indiana, beginning in May 2028. The move was touted as part of "the Trump effect." The Indiana plant is expected to produce about 210,000 Civics annually.Honda did not confirm the change directly, instead emphasizing its ability to adjust production based on customer needs and market conditions, and highlighting its history of building the Civic in Indiana since 2008.Trump supporters, including economist Stephen Moore and Senator Jim Banks, praised the move as a sign that tariffs are driving "made-in-America" job growth.Senator Jim Banks stated, "President Trump has taken the ‘kick me' sign off the backs of our workers and manufacturers. This report is great news for Hoosiers and all Americans — and it's only just the beginning."Paul and Kyle made some trouble this past weekend, with Paul buying an EV and learning some valuable lessons about the state of charging infrastructure. Meanwhile, Kyle spent some time in NYC and visited a 3 Michelin Star restaurant. Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

This weekend Nicole is visiting her daughters and Robbie is taking care of a family medical emergency, so Sam is joined by Perry Stern and Stephanie Brinley. Stephanie has been driving a Toyota GR Corolla on winter tires and Perry has the new GMC Terrain. Sam drove a Honda Ridgeline Trailsport to Ohio to visit… Read More »Buy While You Can

TOPIC: US Car Sales PANEL: Warren Browne, RFQ Insights; Stephanie Brinley, S and P Global; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

Nicole is still riding the rails in Europe so Stephanie Brinley joins Robbie and Sam again. Stephanie has been driving the 2025 Lincoln Aviator and the Toyota Crown Signia. Robbie got to try out the new electric motorcycles from Can Am and Sam got some quality time with the Hyundai Ioniq 5 N. Sam also… Read More »Simulated Engagement

While Nicole is off enjoying a fancy brunch with friends visiting from out of town, Robbie and Sam are again joined by Stephanie Brinley. Robbie has been driving the Ford Ranger Raptor while Steph spent time with the latest Honda Civic Hybrid and Genesis G70. Sam spent the week with the Kia EV6 GT-Line. In… Read More »No Fancy Brunch

TOPICS: EVs, AVs and ICEs PANEL: Sam Abuelsamid, Guidehouse Insights; Stephanie Brinley, S and P Global; John Beltz Snyder, Autoblog; Gary Vasilash, shinymetalboxes.net

TOPIC: Mobility PANEL: Trevor Pawl, Fmr. Chief Mobility Officer; Stephanie Brinley, S and P Global; Craig Cole, EV Pulse; Gary Vasilash, shinymetalboxes.net

According to a new study, Texas is among the worst states in the country in which to own an electric vehicle. In fact, it's the second worst, ahead of only Washington state, says the research team at EV Charger Reviews. The group used six factors to rank states – electric vehicles per charging port, charging ports per square mile, average electricity cost, money saved annually when owning an electric vehicle, EV per service center, and tax credits. Texas landed in the bottom 10 for three of the six, though it did rank 15th in average electricity cost. Earlier this month, Audacy's quarterly conversation focused on the state of the environment. Jeff Gilbert of Audacy's WWJ in Detroit spoke with analysts Stephanie Brinley of S&P Global Mobility and Sam Abuelsamid from Guidehouse Insights about the Motor City's relationship with electric vehicles.

According to a new study, Texas is among the worst states in the country in which to own an electric vehicle. In fact, it's the second worst, ahead of only Washington state, says the research team at EV Charger Reviews. The group used six factors to rank states – electric vehicles per charging port, charging ports per square mile, average electricity cost, money saved annually when owning an electric vehicle, EV per service center, and tax credits. Texas landed in the bottom 10 for three of the six, though it did rank 15th in average electricity cost. Earlier this month, Audacy's quarterly conversation focused on the state of the environment. Jeff Gilbert of Audacy's WWJ in Detroit spoke with analysts Stephanie Brinley of S&P Global Mobility and Sam Abuelsamid from Guidehouse Insights about the Motor City's relationship with electric vehicles.

Tech stocks continue to outperform as the digital ad market shows signs of recovery. RBC's Brad Erickson explains. Plus, automakers are warning of sluggish sales and production cuts. S&P Global Mobility's Stephanie Brinley dives into the outlook. And, stocks are selling off as traders reassess the impact of "higher for longer" rates. Washington Crossing Advisors' Kevin Caron and Matrix Asset Advisors' David Katz discuss.

This week Robbie and his wife are visiting New York for the holidays and Nicole and her hubbie are hitting the Christmas markets along their European river cruise route. Fortunately, Stephanie Brinley is back to join Sam. Steph has been driving the Nissan Leaf SV+ while Sam spent time in the Chevrolet Colorado Trail Boss… Read More »Strategic Crown Vic Reserve

TOPIC: Tesla PANEL: Brett Smith, Independent Researcher; Sebastian Blanco, SAE; Greg Migliore, Autoblog; Stephanie Brinley, SandP Global Mobility; Gary Vasilash, onAutomotiveThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3270298/advertisement

In this episode we are in Austin, Texas with Stephanie Brinley, Associate Director of Research and Analysis at S&P Global to talk about the latest news and trends in the automotive industry in the US and around the world.

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiations. Elliott Stein, Bloomberg Intelligence Senior Litigation Analyst, and Matt Sigel, Head of Digital Asset Research at VanEck, discuss the US court ruling against the SEC in the Grayscale ruling. Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, discuss the FDIC proposing new debt rules. Stephanie Brinley, Associate Director of Research and Analysis at S&P Global, joins to talk about VinFast's rapid rise to become the world's third most valuable carmaker, VinFast's place in the market, and their initiatives and plans. Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins to talk about the impact of possible strikes at Chevron in Australia and other global energy market pressures and issues. Molly Boesel, Principal Economist at CoreLogic, discusses the latest findings in the CoreLogic Case-Shiller Home Price Index. Hosted by Jess Menton and Simone Foxman.See omnystudio.com/listener for privacy information.

This week Robbie hanging out among the fancy people covering Monterey Car Week so Stephanie Brinley is back with Nicole and Sam. Sam took a road trip in the Honda Pilot Trailsport. Stephanie had the Mercedes-AMG EQE SUV and Mazda CX-90 plug-in hybrid. Nicole drove the Mazda CX-30 turbo. In the news, we’ve got several… Read More »The Most Audacious

Nicole is travelling again this week so our friend Stephanie Brinley from S&P Global Mobility is filling in. Stephanie has been driving the Lexus LC500 while Robbie had the Lamborghini Urus Performante. Sam meanwhile had to make do with a Corolla, the GR Corolla Morizo edition. Steph and Sam both drove the 2024 Ford Mustang… Read More »It’s Mostly New

It's a beautiful Tuesday in the car biz as we talk about Dealers banding together to clarify EV credits. We also talk about Rivian and Tesla taking a few pages out of the old school automotive playbook. Show Notes with links:In an attempt to clarify EV battery sourcing guidelines, the National Automobile Dealers Association and the Alliance for Automotive Innovation are urging the U.S. Treasury to adjust its definition of "placed in service". They argue the current interpretation limits the effectiveness and application of the electric vehicle tax credit. The proposed changes aim to ensure EVs remain eligible for credits, even when they are manufactured in a different calendar year to delivery.The rules could affect EVs that meet battery content requirements for one year but are delivered to buyers in a year with increased requirements.In 2024, batteries manufactured by excluded entities, which could include companies controlled by China will be ineligibleIn 2025, those with ‘critical minerals' will also be made ineligibleIn a move that sounds awfully familiar to those of us in the retail auto industry, electric vehicle startup Rivian has launched an in-person shopping event as it directly invites buyers to its factory parking lot to browse, buy, and actually drive vehicles off the lot as it struggles through increased inventory.In what the company is calling the “Rivian Dealership” customers can browse several dozen trucks available for immediate purchaseThe vehicles on offer at Saturday's sale are the four-motor variants of the R1T pickup, equipped with its biggest battery pack, with starting prices at $87,000. Rivian has no plans to provide discounts at this event, and only trucks will be included, excluding the R1S SUV model that continues to have a waitlist, stated a Rivian spokeswoman.“They don't want to try the dealer path,” said Stephanie Brinley, the principal auto analyst at S&P Global Mobility. She continues: “They are getting to a point where demand isn't gone, but electric-vehicle makers are having to work harder for customers,” Brinley said. “You do have to sell vehicles, believe it or not.”In a move that appears much more like a traditional OEM, Tesla is providing an $8,000 discount on new Model S and Model X vehicles as well as three years of free Supercharging for deliveries made by the end of the quarter as it seeks to improve end-of-quarter financial outcomes by lowering inventory.Tesla has been known to offer special discounts or incentives for the delivery of new inventory vehicles by the end of the quarter. They recently offered three months of free Supercharging for Model 3 deliveries made by June end.The free charging could be worth several thousand dollars potentiallyThe $8000 discount on it's Model S and X are only available if delivery is taken by June 30thGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

TOPIC: Buick Envista and Tesla; PANEL: Sam Russell, Buick; Stephanie Brinley, S and P Global Mobility; Gary Vasilash, on Automotive; John McElroy, Autoline.tv

Three-decade automotive industry veteran Stephanie Brinley has serious Michigan roots, having been raised in the state and gotten her bachelor's and master's degrees from Eastern Michigan University and Michigan State, respectively. In her position at S&P, Stephanie oversees the development of daily analytical content in addition to special research reports, turning the constant flow of automotive industry news into something actionable for clients. A member of the Automotive Press Association, Stephanie also has past experience in supplier-based strategic communications and supplier-OEM marketing relations, among other specialties in the automotive field.In this episode, Stephanie talks to our host Derek D about why she loves working in an industry that's always changing and moving, how the impact of COVID-19 and the rise of electric cars have made that change even faster than she anticipated, and why registration data is so important for forecasting automotive retail. Plus, she discusses the major sources of the learning curve for new, high-tech vehicle models, the future of auto shows, why dealerships need to work on pricing and financing transparency, and more.Stephanie Brinley | S&P AutoIntelligenceEpisode Highlights:Why Stephanie is so excited about how the passion and enthusiasm inspired by cars will manifest themselves in new waysThe affordability issue and educational concerns around the increasing technology in carsWhy tablet-like interfaces in cars need to be both intuitive and expressiveHow dealers can make the in-store car buying and financing process less painful, and therefore more attractive“We still don't have as many cars as we have people who want to buy them.” — Stephanie Brinley|| Dealer News Today is a DCG Media production

The reimagined 2022 Detroit Auto Show, also known as the North American International Auto Show, finished its media and industry days with limited automakers and brands participating after a three-year hiatus in the city. Those OEMs and brands who did participate – mostly the hometown automakers – most told a brand story that included both internal combustion engine (ICE) and electric vehicle (EV) solutions. While tomorrow's auto market seems to be rushing to be electric, today is in transition. The result is a more dynamic and diverse market than ever. Join Kristen Balasia, VP of Advisory Services, Mike Wall, Executive Director of Automotive Analysis, Stephanie Brinley, Associate Director Automotive Intelligence as they share their thoughts on this topic.

Stephanie Brinley is principal automotive analyst, for the Auto Intelligence service at S&P Global Mobility *Follow her on Twitter: @SBrinley

PANEL: Mike Jackson, OESA; Stephanie Brinley, S and P Global Mobility; Gary Vasilash, on Automotive; John McElroy, Autoline.tv

Car sales were down this year, thanks to the pandemic and the related chip shortage. But 2021 wasn't the craziest year the automotive industry has seen recently - that was 2020. Now that we're about to enter 2022, we look back with analyst Stephanie Brinley at overall car sales, as well as focus on electric vehicles and the partnerships automakers are forming to get the raw materials and batteries they'll need for the next generation of EVs.Follow Transmission on Apple PodcastsFollow Transmission on SpotifyMore FreightWaves Podcasts

Car sales were down this year, thanks to the pandemic and the related chip shortage. But 2021 wasn't the craziest year the automotive industry has seen recently - that was 2020. Now that we're about to enter 2022, we look back with analyst Stephanie Brinley at overall car sales, as well as focus on electric vehicles and the partnerships automakers are forming to get the raw materials and batteries they'll need for the next generation of EVs.Follow Transmission on Apple PodcastsFollow Transmission on SpotifyMore FreightWaves Podcasts

Show #1307 If you get any value from this podcast please consider supporting my work on Patreon. Plus all Patreon supporters get their own unique ad-free podcast feed. Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Sunday 12th December. It's Martyn Lee here and I go through every EV story so you don't have to. Thank you to MYEV.com for helping make this show, they've built the first marketplace specifically for Electric Vehicles. It's a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too. NEW NISSAN ARIYA ELECTRIC VEHICLE PRICED FROM £41K - Nissan has announced that the all-new 100% electric Ariya coupé crossover, capable of up to 310 miles on a single charge, is now available to pre-order, with the first deliveries beginning summer 2022. - The Ariya's UK line-up features four versions: Advance (63kWh), Evolve (87kWh), e-4ORCE Evolve (87kWh) and e-4ORCE Performance (87kWh). All four versions of Ariya will be available at launch. - ‘On the road' prices start from £41,845 for Advance 63kWh versions, rising to £58,440 for the e-4ORCE Performance 87kWh model. - The range-topping specification includes premium features such as a 10-speaker Bose sound system, digital Head Up Display, Intelligent Rear View Mirror, Electric Panoramic Sunroof, dynamic 20” alloy wheels with aero covers, and distinctive Blue Nappa leather seat fronts. Original Source : https://www.fleetnews.co.uk/news/latest-fleet-news/electric-fleet-news/2021/12/09/new-nissan-ariya-electric-vehicle-priced-from-41k FORD STOPS TAKING RESERVATIONS FOR THE F-150 LIGHTNING - Ford has stopped taking reservations for the all-electric F-150 Lightning as it prepares to start making and shipping the new pickup truck in the first half of 2022. The company says it has collected 200,000 refundable $100 deposits for the Lightning since it debuted in May. - Ford hasn't said how many it plans to build in 2022, but Automotive News reports that the automaker is looking to build as many as 80,000 in 2023. The company has publicly said it wants to build that many in 2024 after originally targeting just 40,000 annually and has been hiring new workers to handle the demand. - That base model is supposed to offer around 230 miles of range and has a more bare-bones interior, including a 12-inch landscape touchscreen display that runs Sync 4. Higher trims will come with the same 15.5-inch vertical touchscreen from the Mustang Mach-E, and there's an extended range battery option that can push the range to around 300 miles. Original Source : https://www.theverge.com/2021/12/9/22826469/ford-f150-lightning-ev-deposits-reservations-closed CHEVROLET SILVERADO E TO DEBUT NEXT MONTH, PRODUCTION TO BEGIN IN 2023 - The first all-electric 2023 Chevrolet Silverado E will be unveiled in January, with manufacturing scheduled to begin the following year. - According to Automotive News, General Motors' vice president for global product development Doug Park said the battery-powered Silverado would enter production in early 2023 when speaking at the AutoTech Conference this week. While revealing the model name as the Silverado E, Park confirmed the Chevrolet would make its debut at the Consumer Electronics Show next month. - While full details of the Silverado E will be revealed in January, Park assured the audience the electric pick-up would offer a driving range of at least 300 miles – or 483 kilometres. - Like the GMC Hummer EV – which uses the same Ultium electric platform as the Chevrolet – the Silverado E will adopt four-wheel-steering to greatly improve its turning circle. - The Chevrolet Silverado E will be unveiled on January 5, 2022, with production set to begin in early 2023. Original Source : https://www.whichcar.com.au/news/2023-chevrolet-silverado-e-to-debut-january TESLA STOPS TAKING MODEL S AND MODEL X ORDERS OUTSIDE NORTH AMERICA - Tesla announced to potential buyers today that it stopped taking new Model S and Model X orders outside North America. It now expects deliveries in other markets to start during the second half of 2022. - The news comes from an email that Tesla started sending out to people who have Model S and Model X vehicles on order in Europe. - We are contacting you regarding the timing of your Model X order. As we expand production capacity, the launch dates for markets outside of North America have been postponed. We will inform you of the delivery times through your Tesla account when production begins.  Your Model X is getting closer to delivery. We currently expect shipments outside of North America to begin in the second half of 2022.  In order to expedite the delivery of existing orders, including your Model X order, as much as possible, we are currently no longer accepting new orders for the Model S and Model X from markets outside of North America.  The price of your Model X will continue to be the same as it was when you placed your order, unless your vehicle configuration has been changed. To apply your order fee to another model, or to receive a full refund, request a call to speak directly to a Tesla representative. Original Source : https://electrek.co/2021/12/10/tesla-stops-taking-model-s-x-orders-outside-north-america/ LUCID AIR TOPS DOUG DEMURO'S BEST CARS LIST - The top-of-the-line Lucid Air Dream Edition has been recently reviewed by Doug DeMuro, who finds the car to be one of the best on the market. - Overall, the car received a Doug score of 73/100 points, which is the same as the Tesla Model S Plaid (see review here) and one more than the Porsche Taycan Turbo S. - According to Doug DeMuro, the Lucid Air is the most luxurious among the three, while the Porsche Taycan Turbo S brings the most driving excitement - Lucid Air Dream Edition specs:  118 kWh battery, 22 modules, 2170-type cylindrical cells (6,600)>900 V battery system - Dream Edition Range (19") - 520 miles (837 km) - Dream Edition Performance (21") - 2.42 seconds; quarter-mile in 9.67 seconds @149.87 mph Original Source : https://insideevs.com/features/553679/lucid-air-doug-demuro-review/ 2023 MINI COOPER S ELECTRIC LEAKED IN REVEALING IMAGES FROM CHINA - Mini might have teased the next-generation Cooper at the beginning of last month, but the cat is now pretty much out of the bag. Instagram user wilcoblok has published surprisingly revealing images of a prototype devoid of any camouflage. These seem to be real photos rather than a professional Photoshop job and depict the hot hatch version judging by the S. - we're not seeing the traditional dual exhaust tips mounted in the middle. Corroborated with the lack of a traditional front grille, we have reasons to believe we're actually looking at the electric Cooper S. The front-end design is quite familiar with the big and round circles of the headlights, although the lower lights have been removed to give the bumper a simplified look. - The rear lights have a trapezoidal shape and feature an intricate black pattern reminding us of a spider's web. - . It doesn't seem to have a digital instrument cluster, but it does boast a head-up display. Taking center stage is the big circle serving as the touchscreen from the infotainment system. Original Source : https://www.motor1.com/news/553677/2023-mini-cooper-revealing-images/ UNION-FRIENDLY ELECTRIC CAR CREDIT PREDICTED TO PASS BUDGET TEST - A labor-friendly electric vehicle tax credit is likely to withstand scrutiny by the Senate parliamentarian on whether it should be included in Democrats' nearly $2 trillion tax and social spending plan, according to former Congressional budget staffers and policy analysts. - If that happens, and opponents like Sen. Joe Manchin (D-W.Va.) withhold support of the broader package, lawmakers will need to negotiate a change to the credit, although it's unclear whether that will be necessary. The credit could also be chopped altogether. - The massive measure is being advanced through a budget reconciliation process to allow Democrats to pass the bill with a simple Senate majority. - A separate former senior Republican staff member said that there shouldn't be a concern with the labor-friendly incentive under budget rules, considering it's an amendment to an existing tax incentive. The $4,500 would be available in addition to a base credit of $7,500 available for most consumers purchasing an electric vehicle. Original Source : https://news.bloomberglaw.com/daily-labor-report/union-friendly-electric-car-credit-predicted-to-pass-budget-test GENERAL MOTORS TO SOURCE RARE EARTH METALS DOMESTICALLY FOR ITS ELECTRIC VEHICLES - General Motors is accelerating its shift away from China and other foreign sources for the key raw materials and components needed for the millions of battery-electric vehicles it plans to roll out over the coming decade. - GM announced the latest of more than a dozen deals Thursday, saying it will purchase rare earth metals from the only remaining commercial mine in the U.S., while two new plants will provide the high-power magnets needed for its electric vehicle motors. Currently, finished magnets and raw materials, such as neodymium, are sourced largely from China. - the two deals are expected to create “hundreds” of jobs and provide enough magnets for all the motors GM will need going forward. - Previous deals have laid out plans for GM to source raw minerals to finished components from suppliers in the U.S. and Canada. That's a critical move, said analyst Stephanie Brinley of IHS Markit. It would not only reduce dependence on potentially unreliable trade partners, like China, but also minimize the risk of supply chain disruptions. Original Source : https://www.nbcnews.com/business/autos/general-motors-announces-deal-source-rare-earth-metals-electric-vehicl-rcna8265 MERCEDES EQE WAGON READY TO FIGHT PORSCHE TAYCAN CROSS TURISMO Original Source : https://carbuzz.com/news/mercedes-set-to-unveil-new-electric-wagon TESLA GIGA SHANGHAI PRODUCED OVER 400K VEHICLES IN 11 MONTHS OF 2021 Original Source : https://www.tesmanian.com/blogs/tesmanian-blog/tesla-giga-shanghai-produced-over-400-000-vehicles-in-11-months-of-2021-up-242-more-yoy NEW QUESTION OF THE WEEK WITH EMOBILITYNORWAY.COM Has Covid-19 changed your electric car buying decisions in the last two years? Yes, no and why? Email me a suggestion for a possible question and I might pick yours!  hello@evnewsdaily.com It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And  if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, I'll catch you tomorrow and remember…there's no such thing as a self-charging hybrid. PREMIUM PARTNERS PHIL ROBERTS / ELECTRIC FUTURE BRAD CROSBY PORSCHE OF THE VILLAGE CINCINNATI AUDI CINCINNATI EAST VOLVO CARS CINCINNATI EAST NATIONAL CAR CHARGING ON THE US MAINLAND AND ALOHA CHARGE IN HAWAII DEREK REILLY FROM THE EV REVIEW IRELAND YOUTUBE CHANNEL RICHARD AT RSEV.CO.UK – FOR BUYING AND SELLING EVS IN THE UK EMOBILITYNORWAY.COM/ 

August 5, 2021 ~ The IHS Principal Automotive Analyst covering North and South America for the Auto Intelligence service at IHS Markit talks to Paul about the Biden Administration announcement that it will raise mileage and emissions standards over the next five years.

The FCA-PSA merger has closed, and Stellantis has arrived.  It's a new global carmaker with big ambitions. We talk about it with Stephanie Brinley from IHS Markit See omnystudio.com/listener for privacy information.

Electric vehicle production and platform announcements continue to pepper the landscape. EV development has been underway in earnest, and we are at the edges of an explosion in production as a result. IHS Markit forecasts EV global production could rise to 15% of total light-vehicle production in 2027, bringing a wave of new products. With this next phase of EV maturation, development has been focused on vehicles that consumers want. At the same time, publicly available charging and infrastructure networks are improving. The combination of products aligned with consumer uses and demand, more choice and better infrastructure are essential to consumer adoption. However, over the first three quarters of 2020, electric vehicle registrations accounted for only 1.58% of the US light-vehicle market, while the industry is ramping up to support a much higher share of market. Though growth in the coming years will be strong, we may also see near-term production increase faster than consumer demand. I’m Stephanie Brinley and this has been an IHS Markit Minute.

Investment in electric vehicle manufacturing has been in the news lately, with announcements from General Motors, Ford and FCA, as well as Volkswagen’s introduction of the ID.4 which will see production in the US. Daimler, BMW and Honda are also expected to add US EV production by the end of the decade. In 2026, IHS Markit forecasts that about 10% of US light-vehicle production will be electric vehicles, compared with just under 4% in 2019. With expectations for a Democratic president in the White House in January, vehicle emissions regulations may shift to more aggressive targets. Though the government has regulatory and incentive levers which could speed consumer adoption, the trajectory toward EVs is already set, relative to most automaker strategy and long-term investment plans. The increased manufacturing is bringing more models to market, delivering more consumer choice. Increased choice and availability will be as critical to increasing consumer adoption as incentives or regulations. I’m Stephanie Brinley and this has been an IHS Markit Minute.

North American auto production is expected to drop to 12.9 million units in 2020. However, the need to replenish inventories and more robust pace of sales is indicating the recovery is stronger than expected. IHS Markit expects North American production will reach 15.2 million units in 2021.

In this podcast, Stephanie Brinley discusses Jeep's reentry into the full-size SUV segment. On September 3, 2020, Jeep will reveal the new Wagoneer and Grand Wagoneer via virtual events amid the COVID-19 pandemic. The full-size SUV segment has relatively few players. In 2019, this segment accounted for 2.4% of total US light vehicle sales.

Changing consumer preferences in the US with Stephanie Brinley.

Amidst COVID-19 concerns domestic automakers from Ford to Dodge to GMC are debating whether to post-pone their highly anticipated product announcements or to debut them in an online setting. Following the cancellation of auto shows, vehicle unveilings are backed up, and flubbing a launch can cost manufacturers millions of dollars. To discuss this further, we’re very pleased to welcome Stephanie Brinley, principal automotive analyst at IHS Markit. As reported by CNBC, the originally delayed New York Auto Show is canceled, as is the Detroit Auto Show and many others. Regardless of COVID-19, automakers still have vehicles coming out that will be on sale and they need to get consumers informed and drum up some excitement. This means that brands will have to come up with new innovative ideas to get the word out. For example, Ford aired video vignettes of the new Bronco during this year’s Country Music Awards. One of the interesting things about [the Ford Bronco] and the GMC Hummers, in a similar situation- you’re not only introducing a vehicle, you’re reintroducing a brand,” says Stephanie. “So the level of impact they need is quite a bit different than if you’re introducing the new generation of Explorer.” https://www.cbtnews.com/automakers-get-creative-with-highly-anticipated-vehicle-debuts/

With IHS Markit forecasting sales of 13.2 million light vehicles in 2020, Stephanie Brinley looks at demand for different vehicle segments.

Stephanie Brinley looks at the technology race that Ford, GM and FCA have created in full-sized pick ups.

Stephanie Brinley discusses the US automotive restart. IHS Markit forecasts the US sales will fall to 12.5 million units.

Stephanie Brinley discusses the current status of global automotive sales and production

Episode 11: Talking auto impact of COVID with JDPower Tyson Jominy, economist Pat Anderson, racing correspondent Steve Cole Smith. Honda CR-V Hybrid with product chief Gary Robinson, analyst Stephanie Brinley. VW Atlas Cross Sport w Manny Katakis.

Stephanie Brinley discusses the North America light vehicle assembly numbers amid the COVID-19 pandemic. OEM plants will results in a production loss of 570,000 light vehicles in March and April.

The automotive sector during the COVID-19 crisis.

Geneva motor show’s cancellation due to the coronavirus had automakers pivoting to virtual reveals. New products included concepts from BMW and Hyundai.

Geneva motor show’s cancellation due to the coronavirus had automakers pivoting to virtual reveals. New products included concepts from BMW and Hyundai.

We have heard a lot about the USMCA but do we really have a good handle on the agreement and what it means? In this episode, our experts take a closer look. Michael Konidaris, from our US team, talks about how the USMCA is different from the old NAFTA agreement, what industries and markets we should watch under the agreement, and how it will impact boarder states with Canada and Mexico and the US Economy. Stephanie Brinley, from our automotive group, talks positives and negatives to the automotive industry and why some of the big headline provisions may not really be a big deal. However, costs to smaller shops and end consumers could increase due to some of the new provisions. We wrap up with Carlos Cardenas, the director of our risk desk for Latin America, talking about the risks for Mexico that have been mitigated and the possible political and economic challenges related to labor and migration. Speakers John Raines, Principal Global Risks Adviser and Head of North America, Economics & Country Risk, IHS Markit https://ihsmarkit.com/experts/raines-john.html Michael Konidaris, Pricipal Economist, US Economics, IHS Markit https://ihsmarkit.com/experts/konidaris-michael.html Stephani Brinley, Principal Automotive Analyst, IHS Markit https://ihsmarkit.com/experts/brinley-stephanie.html Carlos Cardenas, Director, Latin America Country Risk, IHS Markit https://ihsmarkit.com/experts/cardenas-carlos.html Recorded: 29 January 2020

Stephanie Brinley looks at the launch of the Cadillac Escalade and the Jeep Gladiator Mojave

Listen as Stephanie Brinley discusses new vehicle sales in the United States in 2020.

The number of vehicles in the United States with a PHEV option – the least popular electrification solution – reached 30 models in 2018, but demand has cooled in 2019.

Stephanie Brinley discusses electric vehicle introductions at the Los Angeles Auto Show

Stephanie Brinley discusses electrification developments that were on display at the North America Commercial Vehicle Show in Atlanta.

Listen as Stephanie Brinley takes a look new vehicles that will be on display at the Tokyo Motor Show.

Impacts from the union workers’ strike on General Motors production.

Listen as Stephanie Brinley discusses vehicles on display at the Frankfurt Auto Show

IHS Markit forecast there will be 420 nameplates in the United States in 2026 compared with about 350 in 2018. This will lead to a new level of market crowding and prove challenging as the market slows.

Sports cars have been in decline for more than a decade in the United States. Yet automakers demonstrate and refine performance technology through sports cars.

8% of all pickups sold in the US in 2026 will have a full hybrid powertrains.

EVs to make up 7% of US Light Vehicle Sales in 2026 including 130+ nameplates offering an EV option. About 60% will be utility vehicles – sub-compact to full size.

In April 2019 US light vehicle sales saw a decline. Bright spot in early performance of new products mostly in SUV segments.

Hear IHS Markit’s Stephanie Brinley discuss vehicles debutting at the New York International Auto Show.

Mid-sized pickup forecasts.

Geneva Motor Show

Updates to heavy duty pick up trucks. including advanced driver assist systems. New marketing campaigns for light duty trucks. Expected to maintain market share.

NEWS:- Doctor Data- What’s the outlook for Q4? More trucks and fewer cars?- What are this year’s most notable vehicles?- There was Ghosn. Mulally. Marchionne. Who’s next?PANEL:- Todd Lassa, Automobile- Joann Muller, Forbes.com- Stephanie Brinley, IHS Markit- Gary Vasilash, Automotive Design and Production

TOPIC: 2018 FORD EXPEDITIONSPECIAL GUESTS:- Craig Patterson, Utility Marketing Manager, Ford- Todd Hoevener, Expedition Chief Engineer, FordNEWS:- Doctor Data- Can Ford Take Truck/Utility Buyers From GM?- House Republicans say "No" to EV Tax CreditPANEL: John McElroy, Autoline.tv; Gary Vasilash, ADandP; Henry Payne, The Detroit News; Stephanie Brinley, IHS Markit

TOPIC: 2018 Chevrolet TraverseSPECIAL GUEST: Rick Spina, Executive Chief Engineer, GM CrossoversNEWS: - Impressions from Frankfurt Motor Show 2017- China dropping JV for EVs?- Tesla vs. Caddy: Plug-in EV showdown- EV infrastructure challenges- Self-driving in Pittsburgh Uber VolvosPANEL: John McElroy, Autoline.tv; Henry Payne, The Detroit News; Stephanie Brinley, IHS Markit

What’s going on with your local auto show? Is it still viable or is the steam running out on this 100 year old tradition as the baby boomers find less need for autos in retirement and the younger generations seem more wedded to the concept of mobility? You may be surprised by what the experts say. Joining John McElroy for this roundtable is Rick Deneau, the Head of Product Communications for FCA; Steve Bruyn is with Foresight Research and Stephanie Brinley is an auto analyst with IHS Automotive.

What’s going on with your local auto show? Is it still viable or is the steam running out on this 100 year old tradition as the baby boomers find less need for autos in retirement and the younger generations seem more wedded to the concept of mobility? You may be surprised by what the experts say. Joining John McElroy for this roundtable is Rick Deneau, the Head of Product Communications for FCA; Steve Bruyn is with Foresight Research and Stephanie Brinley is an auto analyst with IHS Automotive.

NEWS TOPICS:- Lincoln vs. Cadillac- Diesel: Is it FCA's Turn?- Dr. Data- Sales: Spiffs or Trump Bump?- Consumer Reports' Top 10PANEL: John McElroy, Autoline.tv; Gary Vasilash, ADandP; Alisa Priddle, Motor Trend; Stephanie Brinley, IHS Markit

SPECIAL GUEST: Orth Hedrick, VP, Product Planning, KIA Motors America UP FOR DISCUSSION:- Kia Sportage- VW goes luxury in Beijing- Faraday Future rolls dice in Vegas- Sibling Mileage Squabble – Cruze v. Volt- New Mercedes Battery Car? All that and much more with host Gary Vasilash from Automotive Design and Production with guest panelists Stephanie Brinley, IHS Automotive and Dave Sullivan, AutoPacific.

UP FOR DISCUSSION:- IAA Cars in Frankfurt: Bentley Bentayga, Rolls-Royce Dawn, Audi e-tron quattro, Honda Project 2 and 4, and more!- 2016 Toyota Prius- Labor Front: What's going on between the UAW and the Big 3?All that and much more with John McElroy, Autoline.tv; Gary Vasilash, Automotive Design and Production; Todd Lassa, Automobile; Stephanie Brinley, IHS Automotive.

UP FOR DISCUSSION:- Remembering the late, great automotive legend Denise McCluggage- Autonomy leaps forward as Freightliner‘s Inspiration Truck hits the road- April Sales: The Golden Age of the Muscle Car?All that and much more with John McElroy, Autoline.tv; Gary Vasilash, Automotive Design and Production; Todd Lassa, Automobile; Stephanie Brinley, IHS Automotive.

UP FOR DISCUSSION:- Uber: Is It Over?- NACTOY: Did the Journalistic Crowdsourcing Lead to the Right Finalists?- NAIAS Mystery: Alfa Romeo Is Having a Press Conference. Even Guangzhou. Where’s Tesla?SPECIAL GUEST: Matt Davis, Head of Product Marketing, Fiat North America- Learn all about the Fiat 500X (also in studio) and ask any questions you have about that vehicle or Fiat's plan for North AmericaAll that and much more with Gary Vasilash, Automotive Design and Production; Stephanie Brinley, IHS; Chris Paukert, AOL.

UP FOR DISCUSSION:- Was Ross Perot Right? More Move to Mexico- China and India Go After Western Automakers: Is This the Beginning of the End?SPECIAL GUEST: Larry Nitz, GM Powertrain Executive Director, Global Transmission and ElectrificationAll that and much more with Gary Vasilash, Automotive Design and Production, Stephanie Brinley, IHS Automotive and Gary Witzenburg, AutoMedia.com.

This week we talk with the man who's running the little car company that want's you to "Think About It." John Krafcik, President and CEO of Hyundai Motor America, sits down with the AAH crew to discuss the Korean company's philosophy, and how that thinking has brought it recent success. Mr. Krafcik will also answer your questions about the future of the company and how it will keep from becoming the next Toyota. All that and we discuss the news of the week and take your pressing Rapid Fire questions. John McElroy's in studio with the Autoextremist, Peter De Lorenzo, and they welcome After Hours newcomer Stephanie Brinley from AutoPacific.

Fresh Metal 1Whether it's a local pro shop, jewelry store or hard rock radio station, there's a constant infusion of "fresh metal" or new product for consumers throughout the year. But the place where you find the most interesting and expensive metal is at new car dealers across the country. There, customers have the opportunity to buy everything from the latest hybrid technology to a new luxury crossover. Yet there are so many new products each year, and even more older models being refreshed, it's tough to keep up with everything. That's why two times each year Autoline brings some of the best auto experts together to spotlight the newest, most interesting and sexiest vehicles out there.This week in Part 1, John is joined by Stephanie Brinley of AutoPacific, Eddie Alterman of Car and Driver and Frank Markus from Motor Trend to give their analysis on some of the hottest vehicle segments out there and the cars that go with them.

Fresh Metal 1 Whether it's a local pro shop, jewelry store or hard rock radio station, there's a constant infusion of "fresh metal" or new product for consumers throughout the year. But the place where you find the most interesting and expensive metal is at new car dealers across the country. There, customers have the opportunity to buy everything from the latest hybrid technology to a new luxury crossover. Yet there are so many new products each year, and even more older models being refreshed, it's tough to keep up with everything. That's why two times each year Autoline brings some of the best auto experts together to spotlight the newest, most interesting and sexiest vehicles out there. This week in Part 1, John is joined by Stephanie Brinley of AutoPacific, Eddie Alterman of Car and Driver and Frank Markus from Motor Trend to give their analysis on some of the hottest vehicle segments out there and the cars that go with them.

This weekend Nicole is visiting her daughters and Robbie is taking care of a family medical emergency, so Sam is joined by Perry Stern and Stephanie Brinley. Stephanie has been driving a Toyota GR Corolla on winter tires and Perry has the new GMC Terrain. Sam drove a Honda Ridgeline Trailsport to Ohio to visit Honda's new EV hub.In the news, is there a chance that GM could sell a rebadged version of Hyundai's Korean Staria minivan? Kia is sending its more affordable EV5 electric crossover to Canada, but has no US plans for it. VW has also cancelled plans to bring the ID7 sedan to America. Polestar has put together winter rally special versions of all three of its current models. In the auctions, someone actually paid over $71,000 for a Honda CR-X. Sam and Steph drove the new Toyota 4Runner, on road and off. The Trump administration has imposed 25% tariffs on all imports from Canada and Mexico and vehicles are going to get way more expensive in the coming weeks. Between tariffs and moves to eliminate EV incentives, GM has already cut a shift at production at its Ramos Arizpe factory that builds the gas and electric Blazer, Equinox EV, Cadillac Optiq and Honda Prologue.We answer some listener questions and Sam has a conversation with General Motors SVP of Software engineering Dave Richardson.Check out Express VPN: https://expressvpn.com/WHEELBEARINGSLinksCould GM sell the Hyundai Staria?Polestar Arctic Circle CollectionToyota 4Runner Drive$71K for a CR-X!?Cars, trucks and everything about to get more expensiveCanada to get Kia EV5, not USGM cuts shift at Ramos Arizpe plant in MexicoNo VW ID7 for AmericaOur Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Nicole is still riding the rails in Europe so Stephanie Brinley joins Robbie and Sam again. Stephanie has been driving the 2025 Lincoln Aviator and the Toyota Crown Signia. Robbie got to try out the new electric motorcycles from Can Am and Sam got some quality time with the Hyundai Ioniq 5 N.Sam also got to sample the new 2025 Nissan Kicks which is bigger, more powerful and more expensive than the original. Ontario premier Doug Ford has a crazy scheme to build a 34 mile tunnel under Toronto to fix congestion on highway 401 and it probably won't work. Stellantis has begun the search for a successor to CEO Carlos Tavares while Jeep and VW are planning to add hybrids to their North American lineups. Honda is developing a new hybrid Prelude coupe and there are reports it could be offered with a manual transmission. Finally, ACMI has tested Tesla FSD and it was to say the least, problematic.LinksCan-Am Origin / Pulse2025 Nissan Kicks34 mile tunnel to fix Toronto traffic, or notStellantis searching for new CEOJeep looking at adding hybrids to lineupVW likely to add hybrids to US within 2 yearsAudi prices US Q6 e-tron, adds RWD modelThe New Hybrid Honda Prelude Could Have a ManualACMI Tests FSD, It's Not GoodOur Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

While Nicole is off enjoying a fancy brunch with friends visiting from out of town, Robbie and Sam are again joined by Stephanie Brinley. Robbie has been driving the Ford Ranger Raptor while Steph spent time with the latest Honda Civic Hybrid and Genesis G70. Sam spent the week with the Kia EV6 GT-Line.In the news, Fiat is now integrating charging cables into the nose of EVs. Chargepoint showed off its solution for handling EVs with CCS or J3400/NACS charging ports, the new Omni Port and Robbie got to try it out. Dodge announced pricing for its e-muscle car, the Charger Daytona and we got to hear what it sounds like. Tesla has dropped the reservation system for the Cybertruck and deliveries are available almost immediately. Volvo has bumped the pricing for the new EX90 and a bunch of features missing at launch. GMC has a redesigned Terrain for 2025. Finally, Sam had an in-depth conversation with Joerg Grotendorst, SVP of Corporate R&D at Magna International (and no they didn't discuss Fisker).Wheel Bearings listeners get an extra 3 months for free when they sign up for ExpressVPN at https://www.expressvpn.com/wheelbearingsLinksFiat to integrate charging cablesChargepoint Omni PortNACS and CCS on one cable2025 GMC Terrain2025 Dodge Charger Daytona pricingNo more Tesla Cybertruck reservations, Canada/Mexico now openVolvo EX90 price bumped by $3300, features missingOur Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week Robbie and his wife are visiting New York for the holidays and Nicole and her hubbie are hitting the Christmas markets along their European river cruise route. Fortunately, Stephanie Brinley is back to join Sam. Steph has been driving the Nissan Leaf SV+ while Sam spent time in the Chevrolet Colorado Trail Boss and the Kia EV9.Stephanie and Sam both got to drive the new Chevrolet Blazer EV and share their thoughts good and otherwise on the vehicle and the new Carplay-free infotainment system. Cadillac also dropped the first images of its fourth electric SUV, the three-row Vistiq coming as a 2026 model. The Los Angeles County Sherrif's department was such a fan of the Ford Crown Victoria that when production ended 11 years ago, they ordered a stockpile and they still have hundreds in service. Tesla had a big recall this week that will have almost zero impact and a Model S driver in Germany has racked up more than 1 millions but is this the Tesla of Theseus? Finally, VW is going back to physical buttons and we have a listener question.LinksChevy Blazer EV first DriveGM's new projection-free infotainment2026 Cadillac VistiqLA Sherrif dept strategic Crown Vic reserveanti-drunk driving techTesla Autopilot recallMillion mile Tesla of TheseusVW bringing back physical buttonsOur Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week Robbie hanging out among the fancy people covering Monterey Car Week so Stephanie Brinley is back with Nicole and Sam. Sam took a road trip in the Honda Pilot Trailsport. Stephanie had the Mercedes-AMG EQE SUV and Mazda CX-90 plug-in hybrid. Nicole drove the Mazda CX-30 turbo.In the news, we've got several of the vehicles unveiled in Monterey including the new Acura ZDX, Lamborghini Lanzador and Mustang GTD. Ford CEO Jim Farley took a cross country road trip in an F-150 Lightning and came away with the same conclusion as other non-Tesla EV drivers, the charging experience sucks. Ford continues to keep its transaction prices up by culling base models. It turns out people really did want a Supra with a manual gearbox and we answer a bunch of listener questions.LinksAcura ZDXCharging satisfaction continues to declineNearly 50% of Supras are manualFord dropping base Bronco, now nearly $40KMustang GTDJim Farley faces terrible charging experienceLamborghini LanzadorOur Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Nicole is travelling again this week so our friend Stephanie Brinley from S&P Global Mobility is filling in. Stephanie has been driving the Lexus LC500 while Robbie had the Lamborghini Urus Performante. Sam meanwhile had to make do with a Corolla, the GR Corolla Morizo edition.Steph and Sam both drove the 2024 Ford Mustang this week which despite marketing claims to being "all-new" is really mostly new, but don't let that take anything away from the last pony car standing. JD Power revealed the results of its 2023 APEAL Survey and S&P had a survey on what consumers are willing to pay for subscriptions in their vehicles. BMW M's boss thinks simulated shifting may be the way to go in performance EVs and Tesla says there are talks to license FSD. We also answer listener questions.Links2024 Ford Mustang EcoBoost first drive2024 Ford Mustang GT first driveJD Power Apeal surveyWillingness to pay for subscriptionsBMW M supports simulated gearboxes for EVsTesla in talks to license FSD to "major OEM"Our Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Robbie and Nicole are both traveling this week so Stephanie Brinley from S&P Global Mobility and Jeff Gilbert from WWJ radio in Detroit are stepping in with Sam. Stephanie and Jeff both got to drive the new Cadillac Optiq and Escalade IQ and Jeff also moved stuff with the Chevrolet Suburban. Sam drove the Lincoln Nautilus and BMW X5M Competition.In the news we discuss BYD's 1MW charging announcement and the CATL/NIO battery swapping partnership and which is a better solution. There are reports that Honda may buy hybrid batteries made by Toyota in North Carolina and Jeff moderated a session with the CEO of LG Energy Systems about slowing investments in battery production. We touch a bit on tariffs and discuss GM's decision to switch from Qualcomm to Nvidia chips for its next generation in-car compute.Check out Express VPN: https://expressvpn.com/WHEELBEARINGSLinksBYD 1MW chargingHonda to maybe buy hybrid batteries from ToyotaGM switching from Qualcomm to Nvidia for next-gen computeCATL and NIO partner on battery swapping standardLGES CEO on Slowing Battery InvestmentOur Sponsors:* Check out Express VPN: https://expressvpn.com/WHEELBEARINGSAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy