DailyKanban - Just-in-time auto industry news and analysis

Stellantis to take $26 billion hit overhauling its business after ‘over-estimating the pace of the energy transition’ – CNBC
BYD’s $60 Billion Wipeout Points to Deeper Turmoil for China EVs – Bloomberg
Hyundai Hits the Pause Button on the Kona Electric – Autoblog...

Disastrous start into the new year for Tesla in Germany, the country of its ballyhooed “Berlin Giga Factory” (neither giga, nor in Berlin.)
With only 1,301 units sold in January, the American automaker once more landed at the bottom of the pile. Embarrassingly, Tesla has been out-sold in pure BEVs by China’s BYD, which wisely does not maintain a factory in Germany. This according to data...

Pentagon asked to probe SpaceX for potential Chinese ownership – Reuters
Volkswagen overtook Tesla as Europe’s top EV seller in 2025 – Reuters
Waymo Gets Grilled by Lawmakers Over Chinese Cars and Overseas Workers – Businessinsider

Elon Musk calls Spanish PM a ‘tyrant’ over plan to ban under-16s from social media and … – Guardian
Uber Technologies Revenue Jumps on Increased Trips, Users – Wall Street Journal
Geely may build cars at Ford’s Spain plant – Chinadaily