AD #3906 - The Minivan Segment is Dying; U.S. Faces Another Chip Shortage; ICE Price War Could Start in China
About this episode
Stellantis faces a severe sales decline and production drop, causing investor concern and potential CEO changes, while Tesla shows modest growth but misses expectations, impacting its stock. The automotive industry braces for a renewed chip shortage due to Hurricane Helene's impact on key material suppliers and port strikes disrupting US imports. EU debates tariffs on Chinese EVs amid opposition from German automakers. Toyota invests heavily in electric air taxis, and the minivan market continues to shrink drastically. Mercedes expands EV test drives for employees, and Katerham partners with Yamaha on a new lightweight sports car. The episode also previews a deeper industry analysis on sales and market challenges.
Chrysler Pacifica
"...it's less than two hundred thousand. The Chrysler Pacifica made up about forty percent of last year's sales,..."
Honda Odyssey
"...surprised to see similar longevity from the Siena Odyssey and Carnival. To get its workers more familiar wi..."
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