Core Viewpoint - Ford Motor is taking a significant $19.5 billion writedown and discontinuing several electric vehicle models due to declining EV demand and changes in government policies [1][6]. Group 1: Company Actions - Ford will cease production of the F-150 Lightning in its electric form and will instead focus on an extended-range electric model, transitioning to a hybrid vehicle known as EREV [2][5]. - The company is also canceling the next-generation electric truck, T3, and planned electric commercial vans [2]. - Ford plans to pivot towards gas and hybrid models, with an expectation that hybrids, extended-range EVs, and pure EVs will make up 50% of its global mix by 2030, up from 17% currently [3]. Group 2: Financial Implications - The $19.5 billion writedown will be spread out primarily in the fourth quarter and continue through 2027, with $8.5 billion related to canceled EV models, $6 billion tied to a dissolved battery joint venture with SK On, and $5 billion for program-related expenses [5]. - Ford has raised its 2025 guidance for adjusted earnings before taxes and interest to approximately $7 billion, an increase from the previous range of $6 billion to $6.5 billion [5]. Group 3: Market Context - The auto industry is responding to a significant drop in demand for battery-powered vehicles, with U.S. sales of electric vehicles falling about 40% in November following the expiration of a consumer tax credit [6][7]. - The shift in policy under the Trump administration has reduced federal support for EVs and eased emissions regulations, prompting automakers to focus more on gas-powered vehicles [6][7]. Group 4: Future Strategy - Ford is effectively discontinuing its entire second-generation EV lineup and will focus on developing more affordable EV models, with the first model expected to be priced around $30,000 and available in 2027 [11].

Core Insights - Hyundai Motor America reported total sales of 74,289 units in November 2025, marking a 2% decrease compared to November 2024, while hybrid sales surged by 42%, achieving the best month for hybrid vehicle sales in history [1][4][3] - The Tucson model achieved an 18% increase in sales, contributing to the overall strength of Hyundai's SUV lineup, which includes the Santa Fe and Palisade, both of which posted double-digit growth [2][4] - Year-to-date sales for 2025 reached 822,756 units, reflecting an 8% increase compared to the same period in 2024 [3] Sales Performance - November 2025 total sales: 74,289 units, down from 76,008 units in November 2024, a decrease of 2% [3] - Year-to-date sales for 2025: 822,756 units, up from 758,304 units in 2024, an increase of 8% [3] - Notable model performances in November include: - Tucson: +18% - Santa Fe: +13% - Palisade: +10% - Sonata HEV: +12% - Elantra HEV: +96% - Elantra N: +45% [1][7] Hybrid Vehicle Sales - Hybrid vehicle sales reached an all-time monthly record, increasing by 42% in November 2025 [1][4] - The strong demand for hybrids is a key factor in Hyundai's sales strategy, with expectations to continue this trend into 2026 [2] Strategic Initiatives - Hyundai's President and CEO José Muñoz outlined the company's strategic vision for 2026, emphasizing agility, innovation, and sustainable growth [5] - The company unveiled the CRATER Concept adventure vehicle and the IONIQ 6 N high-performance EV at AutoMobility LA 2025, highlighting its commitment to electrification [5] - Hyundai's Palisade was named a finalist for the 2026 North American Utility of the Year award, and the company was recognized as the "2026 Best SUV Brand" by U.S. News & World Report [5]

Core Viewpoint - Ford's stock has increased by 31% this year as the company shifts its focus towards efficient growth despite external challenges such as tariff uncertainties and changes in federal support for electric vehicles [1][2]. Financial Performance - Ford's current stock price is $13.28, with a market capitalization of $53 billion [4]. - The stock has a 52-week range of $8.44 to $13.97, and the company has a gross margin of 7.58% and a dividend yield of 4.52% [5]. Tariff Impact - The U.S. auto tariff policy has seen significant changes, including a 25% tariff on imported passenger vehicles and light trucks, which has raised manufacturing costs [6][7]. - In Q3, Ford's net earnings before interest and taxes (EBIT) related to tariffs was approximately $700 million, influenced by preferential tariff treatment [8]. - Recent tariff policy changes have been favorable for Ford, allowing it to offset tariffs on imported auto parts due to its large U.S. manufacturing volume [9]. Strategic Shift - Ford is reducing its costly electric vehicle investments and focusing on hybrid vehicles, commercial vehicles, and software solutions [2][10]. - The Model e segment has incurred losses of $3.6 billion over nine months, prompting a strategy adjustment towards cost efficiency and aligning supply with customer demand [10]. - The company plans to launch its Universal EV Platform (UEV) in 2027, targeting affordable vehicles starting at around $30,000 [11]. Commercial Vehicle Expansion - Ford is expanding its commercial vehicle lineup, which has seen growth in electric vehicle sales, particularly with the E-Transit Custom and E-Transit Courier in Europe [13]. - The adoption of commercial vehicles is supported by integrated software and services that enhance fleet management [13]. Competitive Landscape - The automotive industry is highly competitive, with Ford facing competition from General Motors, Toyota, and electric vehicle manufacturers like Tesla and Rivian [14]. - Despite a solid dividend yield of 4.6%, Ford's total returns have been modest, averaging 4.3% annually over the past decade [15]. - The company may benefit from favorable tariff conditions due to its U.S.-based manufacturing, but the competitive landscape suggests that better growth opportunities may exist elsewhere [16].

Stellantis will produce some 100,000 hybrid Fiat 500s at its Mirafiori plant in Italy next year, giving a lifeline to the historic center of Fiat Spa, as the manufacturer makes good on a pledge to bolster output in Italy https://t.co/Clu9tsDwIu ...

Core Insights - Automakers are adjusting their product strategies in response to the recent removal of a $7,500 federal tax credit for electric vehicles (EVs) and plug-in hybrids, focusing on more affordable models to attract buyers [1][5] Group 1: Automaker Strategies - Volkswagen is shifting its focus to hybrid vehicles, particularly full hybrids, due to lower costs and higher consumer demand, moving away from its previous strategy of prioritizing electric vehicles [2][3] - Lucid Group plans to introduce a more affordable electric model by the end of next year, having absorbed half the cost of the lost tax credit for its Air sedan [4] - Rivian is offering deals for its leased vehicles and is concentrating on launching the R2 SUV at a price around $45,000 in the first half of next year [6] Group 2: Market Trends - U.S. EV sales have not met earlier forecasts, with consumer hesitance regarding charging infrastructure and high prices contributing to this trend [5] - Traditional automakers, including General Motors, Ford, and Stellantis, are scaling back their EV plans in light of the changing regulatory environment and the loss of federal subsidies [7]

Chinese carmakers posted their best month ever in Europe, roaring past previous highs in September on surging demand for battery-powered and hybrid-electric models https://t.co/O3NFz7GtWS ...

Group 1 - Ford Motor Co. and Stellantis NV are in discussions with Nissan Motor Co. to develop a new electrified SUV, potentially an updated version of the Rogue SUV [1][2] - The partnership may involve the use of Nissan's e-power Hybrid powertrain for a new Hybrid crossover SUV, with possibilities for jointly developing all-electric vehicles [2][3] - Nissan is open to strategic partnerships that complement its core model development, but no formal agreements have been established yet [3] Group 2 - A fire at Novelis' aluminum plant in Oswego, New York, which is a key supplier for Ford, may disrupt production, prompting Ford to seek alternative supply channels [4] - Ford has allowed Nissan to utilize half of its battery assembly plant in Kentucky, a joint venture with SK On, and has invested over $5 billion to enhance domestic manufacturing capabilities [5] - Stellantis is planning a $10 billion investment in the U.S. to strengthen its market position, potentially reopening manufacturing plants and launching new models [6]

Core Insights - Stellantis is focusing on higher-margin businesses in hybrid and traditional internal combustion engine (ICE) vehicles while investing significantly in the US auto market [1] - The company is slowing production across certain areas as part of its strategic shift [1] Group 1: Company Strategy - Stellantis is refocusing its leadership efforts to prioritize higher-margin business segments [1] - The company is making substantial investments in the US auto market to enhance its competitive position [1] Group 2: Production Adjustments - Stellantis is reducing production in specific areas as it aligns its operations with its new strategic focus [1]

Chinese carmakers grabbed a record 9.8% of Europe’s hybrid-vehicle sales in August, making further strides in a segment that’s gaining importance among car buyers and manufacturers https://t.co/huk6mqS8gx ...

Let me ask you about tariffs and where you think things stand uh what you expect to happen uh to the tariffs from a legal perspective and how how you're confronting them yourself at this point. >> Well, we had a huge announcement. Um the Trump administration announced that they're looking at 232 tariffs for heavy duty trucks.This is a really big deal for our country and for Ford companies like Packar and Ford. We make all of our heavy duty trucks in America. We have a lot of competition from overseas and a ...