Jan. 20, 2026 | Trump's Greenland tariff threat; software-defined vehicles arrive
About this episode
Kellan Walker discusses significant automotive news, including Trump's controversial tariff threats aimed at European allies and Mazda's delay in launching its first dedicated EV until 2029. Lincoln is also making headlines by relocating to Detroit to establish a distinct identity. EY's George Legno shares insights on the rise of software-defined vehicles (SDVs), declaring 2026 as a pivotal year for their implementation in the industry. The episode highlights the shifting landscape of automotive technology and market dynamics, making it a crucial listen for industry followers.
President Donald Trump announces new tariffs on eight European nations unless Denmark sells Greenland to the U.S. Mazda delays its first dedicated EV to 2029. Plus, EY’s George Lenyo said software-defined vehicles have “crossed the tipping point” in 2026.
BMW
"...for automakers like Volkswagen, BMW, Mercedes-Benz, and Porsche, all major exporters to the US."
BMW is a luxury car brand from Germany that makes sporty and high-end vehicles.
BMW is a prestigious German car manufacturer recognized for its luxury vehicles and performance-oriented models, such as the 3 Series and M Series.
Mercedes-Benz
"...for automakers like Volkswagen, BMW, Mercedes-Benz, and Porsche, all major exporters to the US."
Mercedes-Benz is a famous luxury car brand from Germany that produces premium cars and SUVs.
Mercedes-Benz is a leading German luxury automobile manufacturer known for its high-quality vehicles, innovative technology, and performance.
Porsche
"...for automakers like Volkswagen, BMW, Mercedes-Benz, and Porsche, all major exporters to the US."
Porsche is a luxury sports car brand from Germany known for fast and stylish cars.
Porsche is a renowned German sports car manufacturer famous for its high-performance vehicles, particularly the 911 and the Cayenne.
Volkswagen
"...for automakers like Volkswagen, BMW, Mercedes-Benz, and Porsche, all major exporters to the US."
Volkswagen is a well-known car brand from Germany that makes many popular cars.
Volkswagen is a major German automaker known for producing a wide range of vehicles, including the iconic Beetle and Golf models.
EV registrations
"...have complicated the picture. EV registrations in the US dropped 49% in November following the repeal of federal tax credits..."
EV registrations are the official counts of electric cars that people have registered to drive. It's a way to see how many electric cars are being used.
EV registrations refer to the number of electric vehicles that have been officially registered for use on public roads. This metric is often used to gauge the adoption rate of electric vehicles in a given market.
hybrid
"...including a new hybrid option for its top-selling CX-5 crossover around 2027. CEO Masahiro Moro now expects EVs to account..."
A hybrid car uses both a regular gasoline engine and an electric motor. This helps it use less fuel and produce fewer emissions than traditional cars.
A hybrid vehicle combines an internal combustion engine with an electric motor to improve fuel efficiency and reduce emissions. Hybrids can operate on either power source or both simultaneously.
Mazda Cx5
"...including a new hybrid option for its top-selling CX-5 crossover around 2027. CEO Masahiro Moro now expects EVs to account..."
The CX-5 is a popular SUV made by Mazda. It's known for being fun to drive and having a nice design, making it a good choice for families.
The Mazda CX-5 is a compact crossover SUV that combines sporty handling with practicality. It is one of Mazda's best-selling models and is known for its stylish design and efficient performance.
Lincoln
"...And Lincoln is carving out its own identity. In February, the luxury brand moves about 55 employees..."
Lincoln is a luxury car brand that is part of Ford. They make high-end vehicles that focus on comfort and style.
Lincoln is the luxury vehicle division of the American automaker Ford Motor Company. Known for its premium vehicles, Lincoln aims to provide a high level of comfort, technology, and design.
software-defined vehicles
"...you mentioned that there's been a lot of partnerships on display specifically in the area of software which I've seen too and you software-defined vehicles are still kind of all the rage. Do you think that the industry is meaningfully closer this show than last year to delivering like the promise of software-defined vehicles..."
Software-defined vehicles are cars that rely on software to manage their features, which means they can be updated and improved over time. This allows drivers to customize their cars and even pay for new features as subscriptions.
Software-defined vehicles (SDVs) are cars that use software to control various functions and features, allowing for updates and new capabilities to be added over time. This concept enables manufacturers to offer features via subscriptions, enhancing personalization and functionality.
ADAS
"...in-vehicle personalization, autonomy and ADAS perhaps via subscription? That's a great question. I think it's top question of the show, right? It's on everybody's mind..."
ADAS means Advanced Driver Assistance Systems. These are features in cars that help make driving safer and easier, like systems that can help you stay in your lane or automatically brake if there's an obstacle ahead.
ADAS stands for Advanced Driver Assistance Systems, which are technologies designed to enhance vehicle safety and facilitate driving. These systems can include features like adaptive cruise control, lane-keeping assistance, and automatic emergency braking.
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