May 29, 2026 | Mitsubishi gets into midsize pickups; how dealers should prepare for motor oil shortage
About this episode
Mitsubishi is getting into mid-sized pickups with help from Nissan, aiming to siphon sales from the Tacoma, Colorado, and Ranger, with Nissan building the truck in the US. The show then pivots to dealership tech and finances, including CDK’s debt value decline and how it could affect future investments. The main focus becomes a looming synthetic motor oil shortage: base-stock supply constraints, reduced OEM allocations, and why prices may rise and stay elevated—plus practical dealer guidance on planning inventory and pricing.
Mitsubishi will come out with a U.S.-built midsize pickup with help from Nissan. CDK’s declining debt value raises concerns about future dealership tech investments. Plus, Ducker Carlisle analyst Nate Chenenko breaks down the impending synthetic motor oil shortage and what dealerships need to know.
Mitsubishi
"Today on the show, Mitsubishi is getting into mid-sized pickups with help from Nissan."
Mitsubishi is a car brand from Japan. Here, they’re trying to sell a midsize pickup, and they’re planning to work with Nissan to get it built.
Mitsubishi is a Japanese automaker that’s expanding into the midsize pickup market. In this segment, the key detail is that Mitsubishi plans to source the pickup from Nissan rather than building it from scratch.
Nissan
"Today on the show, Mitsubishi is getting into mid-sized pickups with help from Nissan."
Nissan is the other car company involved. They’re expected to build the pickup in the U.S. so Mitsubishi can sell it.
Nissan is the partner automaker in this plan, providing the midsize pickup that Mitsubishi will sell. The segment also says Nissan will build the pickup at a U.S. factory, which matters for supply and timing.
Stalantis
"More signs that Stalantis has a solution for its idled Brampton plant and CDK's declining debt value raises concerns about future dealership tech investments."
Stalantis here is talking about Stellantis, the big car company behind brands like Jeep and Chrysler. They’re dealing with factory downtime and how that affects the business.
Stalantis (spelled as in the transcript) refers to Stellantis, the automaker formed from Fiat Chrysler Automobiles and PSA. The segment connects Stellantis to dealership tech investment concerns and to an idled assembly plant in Brampton.
Toyota Tacoma
"Mitsubishi will source a new pickup from Nissan, hoping to siphon sales from the market-leading Toyota Tacoma, Chevy Colorado, and Ford Ranger."
The Toyota Tacoma is a popular midsize truck. The hosts mention it because it’s one of the top sellers that Mitsubishi is trying to compete against.
The Toyota Tacoma is a long-running midsize pickup known for strong off-road capability and a big enthusiast following. In this segment it’s named as the market-leading benchmark Mitsubishi hopes to siphon sales from.
Ford Ranger
"Mitsubishi will source a new pickup from Nissan, hoping to siphon sales from the market-leading Toyota Tacoma, Chevy Colorado, and Ford Ranger."
The Ford Ranger is a midsize truck that’s selling well. The episode mentions it because it’s one of the trucks Mitsubishi wants to compete against.
The Ford Ranger is a midsize pickup that’s been a major competitor in the U.S. market. In this segment, it’s named alongside the Tacoma and Colorado as a market-leading truck Mitsubishi hopes to siphon sales from.
Chevy Colorado
"Mitsubishi will source a new pickup from Nissan, hoping to siphon sales from the market-leading Toyota Tacoma, Chevy Colorado, and Ford Ranger."
The Chevy Colorado is another midsize pickup. It’s mentioned as a top competitor in the truck market Mitsubishi is trying to enter.
The Chevrolet Colorado is a midsize pickup that competes directly in the same sales battleground as the Tacoma and Ford Ranger. Here it’s used as one of the current “market-leading” trucks Mitsubishi wants to take customers from.
Brampton, Ontario
"Stellantis Canada CEO Trevor Longley believes the automaker is moving closer to finding a long-term solution for its idled assembly plant in Brampton, Ontario."
Brampton, Ontario is a place in Canada where cars are built. The episode says Stellantis has had a plant there that was paused, and they’re trying to fix the situation long-term.
Brampton, Ontario is a Canadian manufacturing location where Stellantis has an assembly plant. The segment says the plant has been idled and that the company is working toward a long-term solution.
Chrysler Pacifica
"Longley made the comments at the automaker's Windsor assembly plant, which was the site of celebrations marking the return of a third shift in the launch of the refreshed 2027 Chrysler Pacifica."
The Chrysler Pacifica is a minivan. The hosts mention the refreshed 2027 version because it’s part of why a factory shift is returning.
The Chrysler Pacifica is a minivan, and this segment references a refreshed 2027 model. The context is factory scheduling—celebrations for a third shift tied to launching the refreshed Pacifica.
Windsor assembly plant
"Longley made the comments at the automaker's Windsor assembly plant, which was the site of celebrations marking the return of a third shift in the launch of the refreshed 2027 Chrysler Pacifica."
The Windsor assembly plant is a car factory site in Canada. The episode says it’s where the company talked about restarting work and where a new minivan launch is happening.
The Windsor assembly plant is a Stellantis manufacturing site in Windsor, Ontario. In this segment, it’s where the CEO comments were made and where celebrations marked the return of a third shift for the refreshed 2027 Chrysler Pacifica.
Jeep Compass
"Last fall, Stellantis shifted plans to build the next-generation Jeep Compass in Brampton to a plant in Illinois."
The Jeep Compass is a compact SUV. The episode mentions it because Stellantis changed where the next version would be built, affecting the Brampton plant.
The Jeep Compass is a compact SUV in the Stellantis lineup. The segment says Stellantis shifted plans to build the next-generation Compass in Brampton to a plant in Illinois, showing how product plans drive factory utilization.
Illinois
"Last fall, Stellantis shifted plans to build the next-generation Jeep Compass in Brampton to a plant in Illinois."
Illinois is a U.S. state. The episode says Stellantis planned to build the next Jeep Compass there instead of in Brampton.
Illinois is the U.S. state where Stellantis planned to move production for the next-generation Jeep Compass. In this segment, it’s part of the broader story about how automakers reallocate manufacturing across regions.
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