AD #4004 - Toyota, Honda Hurt First by Tariffs; Auto Stocks Tumble on Trump Tariffs; BYD Develops 1,000 Volt Architecture
About this episode
Tariffs on vehicles and parts from Mexico and Canada have triggered a sharp decline in North American auto stocks, with Toyota and Honda expected to feel the impact first due to low inventory. Tesla faces challenges with falling sales in China and insider stock sales, while BYD is surging with record sales and developing a new 1,000-volt EV architecture. The episode also covers mixed sales results from other automakers, challenges for Chinese EVs in Southeast Asia, and innovations like Neo's aluminum casting and battery swapping technology.
Hyundai Genesis
"...tastic February of the US, with Hyundai, Kia, and Genesis all setting monthly sales records. Mazda posted a..."
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