May 18th, 2026 | Used EV sales surge; automakers, suppliers getting along better

The Hyundai Sonata is a mid-size sedan built by Hyundai, typically positioned as a mainstream family car. It often comes up in industry discussions because it’s a high-volume model, so surveys and sales or data-related reports can use it as a reference point for broader market trends. In this podcast context, it’s mentioned alongside “Sonatas” as part of a survey about how the industry is shifting away from certain data-selling practices.

Driver assistance systems are technologies that help the driver with tasks like keeping lane position, maintaining distance from the car ahead, or reducing collision risk. They typically use sensors (cameras, radar, sometimes lidar) and software to monitor the road and vehicle surroundings.

Predictive maintenance uses data and analytics to estimate when a vehicle component is likely to fail or need service. Instead of servicing on a fixed schedule, it targets maintenance based on actual conditions and trends.

Dongfang is the Chinese automaker mentioned as partnering to produce cars at Stellantis’s French facility. The segment frames the move as strategic for market access and tariff avoidance.

Stellantis is the automaker behind brands like Jeep and Peugeot, and it operates manufacturing sites in multiple countries. In this segment, the focus is on its French plant in Ren and how it’s being used for production tied to a Chinese partner.

EU tariffs are taxes the European Union can impose on imported goods from certain countries. Manufacturers sometimes adjust where and how they produce to reduce tariff exposure and keep pricing competitive.

Over capacity means a manufacturer has more production ability than the market currently demands. When demand is lower than supply, companies may try to shift production, add partners, or restructure output to reduce losses.

PSA Group (Peugeot Société Anonyme) is the automaker that later merged with Fiat Chrysler to become Stellantis. The segment uses PSA’s early-1990s China joint venture as the starting point for the story.

This segment traces the PSA Group–Dongfang joint venture in China, including production scale and later decline. It then transitions to the newer plan to build Jeep and Peugeot models for China and export.

A joint venture is a business arrangement where two companies share ownership, investment, and control of a project. In automotive, joint ventures are often used to set up local production and distribution in a market like China.

Peugeot is a French automotive brand within the Stellantis group. The segment notes that PSA’s China factories were building Peugeots as part of the joint venture.

Citroën is a French automotive brand associated with PSA and later Stellantis. The hosts mention Citroën production in China as part of the joint venture’s factory footprint.

Jeep is a well-known SUV brand that Stellantis markets globally. Here, the segment says the revived China partnership will involve building Jeep models for the Chinese market and export.

The segment describes how demand has fallen in Europe since the pre-COVID period, making it harder for automakers to reduce capacity. It specifically calls out the political difficulty of closing factories in Europe, even when companies have already started shutting some plants.

Renault is a French automaker with major manufacturing operations in Europe. The segment mentions Renault closing a factory near Paris, illustrating how difficult it is for European automakers to reduce capacity even when demand is falling.

Leap Motor is a Chinese EV brand. In this segment, Stellantis plans to dedicate and share factory capacity with Leap Motor, reflecting how Chinese EV makers are expanding production in Europe through local partnerships.

BYD is a Chinese automaker known for large-scale EV and battery production. The host mentions BYD in the context of potential European production plans ("perhaps in Italy"), highlighting how Chinese manufacturers are exploring manufacturing footprints outside China.

ATP usually means “average transaction price,” a metric used by automakers and analysts to summarize how much customers pay per vehicle on average. It’s sensitive to which models sell (the “mix”), not just overall demand.

A “used EV sales surge” refers to a noticeable acceleration in how quickly pre-owned electric vehicles are being sold. It often reflects changes in pricing, incentives, and consumer confidence—especially when new-EV deals or affordability shift.

“Month over month” (MoM) is a way to measure how a metric changes compared with the previous month. In this context, it’s used to show used EV sales growth rate month-to-month.

“Year over year” (YoY) compares the current period to the same period one year earlier. Here, it’s used to quantify how much used EV sales have increased compared with last year.

“Used EV battery fear” refers to the worry that a previously owned electric vehicle’s battery will degrade to the point that it needs an expensive replacement. Because battery replacement can be a major cost, this concern affects how comfortable shoppers feel buying an EV with higher mileage or older age.

Mannheim auctions refer to vehicle auction activity associated with Mannheim, a well-known European automotive auction hub. The segment uses it as an example of where used EVs are being inspected and evaluated before resale.

A battery “state of health” (SOH) assessment estimates how much usable capacity the EV battery has left compared with when it was new. It’s used to judge battery wear and helps buyers understand what kind of range to expect from a used EV.

An EV battery warranty is the manufacturer’s promise to cover defects and/or capacity loss for a set time and mileage. In this segment, the hosts emphasize that many shoppers don’t realize the typical coverage window (about 8–10 years and 100,000 miles), which affects how comfortable people feel buying used EVs.

Cox Automotive is a major automotive services company involved in vehicle data, pricing, and remarketing. In this segment, it’s referenced through a speaker affiliation, tying the discussion to how used-EV markets are tracked and evaluated.