Gasoline Cars Fall Below 50% of Global Sales: The Trump Contradiction
Gasoline-only cars fell below half of global sales as Trump's fossil-fuel agenda diverges from the auto industry's electrification shift.
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General Motors Q3 Preview: Can Detroit's Beat Machine Keep Rolling?
GM heads into Q3 earnings after 12 straight EPS beats; investors will watch guidance, falling sales, EV charges and software growth.
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As Robotaxis Spread, Carmakers Must Choose Between Owning the Customer and Selling the Car
The robotaxi industry is creating a strategic divide between Transportation-as-a-Service (TaaS) companies like Tesla and Waymo that aim to own the customer relationship, and traditional automakers like Ford and GM that prefer selling autonomous vehicles to consumers. EVs' superior cost-per-mile economics make them ideal for continuous robotaxi operation, but the market will likely support both models. Tesla and BYD hold advantages due to their leading EV hardware positions, though Tesla's stock is heavily priced on successful robotaxi rollout assumptions.
Reported October 15, 'Lutnick Throws the Future of U.S.-Mexico Trade Talks Into Further Doubt; The commerce secretary has objected to significant reductions in tariffs on Mexican steel, aluminum and automobiles' - WSJ Exclusive