President Trump plans a 25% tariff on imported vehicles: The tariffs add to the growing challenges facing consumers.
With the humanoid robotics market projected to hit $38 billion by 2035, tech giants see a clear path to monetization—offering tangible use cases beyond the AI arms race.
The DOT’s halt on EV charging projects disrupts a $5B initiative. The move risks stalling consumer adoption and industry momentum.
Nissan rejected Honda’s proposal to become a subsidiary. Both companies risk losing critical synergies as competitors strengthen EV and autonomous tech partnerships.
Tariffs could make US-made vehicles more expensive than imports: US automakers’ supply chains depend on cross-border trade, and there’s no simple way to untangle those relationships.
Q4 revenues grew 2% YoY to $25.7 billion but fell short of expectations. Surging R&D costs threaten Musk’s ambitious 2025 production goals.
Auto brands will largely be absent from the Super Bowl: Once a stalwart of TV ad spending, carmakers are prioritizing cheaper ad channels.
EV sales set a volume record in Q4: While sales jumped 15.2% YoY, momentum may slow this year if Republicans keep their pledge to repeal or scale back incentives.
The economy is trending in a positive direction: US consumer prices rose in December by less than forecast. We expect the Fed will stick with a wait-and-see approach.
President-elect Trump’s plans to cut EV incentives and expand oil production could drive up vehicle costs, undermining Biden’s clean-energy policies.
The auto industry ended 2024 on a high: Sales accelerated in Q4 as consumers rushed to take advantage of EV tax credits and avoid tariffs.
Vehicles rented via the app were used in New Year’s attacks, exposing flaws in its risk-scoring algorithm and challenging tech’s reliance on automated safety measures.
A massive data leak, including German politicians’ car locations, amplifies concerns over automakers’ ability to secure data in their race for connected car dominance.
Strategic alliances expanded EV capabilities this year, but high prices, limited infrastructure, and possible tax credit cuts could challenge growth.
Amazon is officially in the online car sales business: The retailer launched Amazon Autos, which lets shoppers find, order, and buy new vehicles from dealerships.
There will be 180.9 million connected car drivers in the US by 2028, reaching over 70% of licensed drivers, according to a September 2024 EMARKETER forecast.
With Waymo and Uber scaling operations via partnerships, robotaxis could become a competitive force in global transportation markets.
Trump’s tariffs on key trade partners may drive up prices for semiconductors, EVs, and phones, threatening global supply chains and inflating costs for consumers.
Rivian secures federal support for a Georgia plant producing affordable EVs, promising jobs and innovation while facing tax policy shifts and industry headwinds.
Automakers slash jobs as EV struggles mount: Ford, GM, and Stellantis face competition from Chinese rivals and slow EV demand, driving steep layoffs and threatening their bottom lines.