- BYD Closes in on Tesla With Another Strong Month of EV Sales – Barrons
- Tesla Faces Steering Probe as US Regulators Examine Complaints – Bnnbloomberg
- Giant Flashing X Sign Removed From Elon Musk’s Company HQ – Wall Street Journal
- Toyota revamps iconic Land Cruiser with hybrid version – Reuters
- Ford taps Capitol Hill veteran for U.S. government affairs role – Automotive News
- Tesla EV rivals flop because they’re not very good – Fortune
- China’s EV makers BYD, Nio, Li boost July sales – Automotive News
- Focus: For investors, green companies still hard to find with new emissions reporting rules – Reuters
- Musk’s X challenges India ruling on content blocking, cites censorship risk – Reuters
- Volvo dumps sedans, wagons in UK on SUV demand, EV shift – Automotive News
- Subaru accelerates electric plans doubling EV lineup to 8 – Automotive News
- Nissan Ariya gains new trim levels and reduced £39,645 price tag – Autocar
- Volkswagen in talks with Leapmotor on tech cooperation for Jetta – Reuters
- New Volkswagen GTI badge points to electric future – Autocar
Wednesday Morning Auto News, Aug 02, 2023: BYD closes in on Tesla. Tesla faces steering probe. Giant flashing X sign gone. More.
Tuesday Morning Auto News, Aug 01, 2023: Toyota nearly doubles Q1 profit. Aston Martin flips from cash-guzzler to carmaker. Volvo goes SUV-only in UK. More.
- Toyota nearly doubles Q1 profit, China remains challenging – Reuters
- Aston Martin flips from cash-guzzler to carmaker – Reuters
- Volvo goes SUV-only in UK as all saloon and estate cars axed – Autocar
- How Musk’s Tesla stock performance made EVs popular globally – Axios
- Aston Martin Earns a Shot at Catching Ferrari – Washington Post
- Hyundai, Kia sales advance 12th straight month – Automotive News
- Great Inflation Surge Is Burying Auto Suppliers Deeper in Debt – Bloomberglaw
- TrueCar, amid restructuring and new CEO, says Q2 net losses surpass $20 million – Automotive News
- Lithium Americas shareholders approve split between U.S. and Argentina businesses – Bnnbloomberg
- Toyota nearly doubles quarterly profit as sales surge, North America lags – Automotive News
- High tensions around the Detroit 3: an initial assessment of a potential UAW and Unifor strike – Just-Auto
- Elon Musk’s X Sues Nonprofit That Accused It of Allowing Hate Speech – Wall Street Journal
- 2024 Toyota Land Cruiser makes debut tonight with retro look – Autocar
- BMW Raises 2023 View Despite Lower 1H Pretax Margin – Wall Street Journal
- Toyota profits surge as carmaker holds its own in China – FT
- BMW lifts sales, earnings outlook on cars amid strong order bank – Reuters
- Toyota Motor Profit Surged on Easing of Chip Shortage – Wall Street Journal
Monday Morning Auto News, Jul 31, 2023: Musk draws heat from San Francisco over giant X logo. Lamborghini sales soar. More.
- Musk draws heat from San Francisco over giant X logo – Reuters
- Here’s What Tesla Owners Wish New EV Buyers Understood – Businessinsider
- Tesla to cut prices on some Model 3, Model Y in HK – Reuters
- Here’s Why Elon Musk’s Attempt to Make X a Super App Is Doomed to Fail – Businessinsider
- Maserati will never enter a price war with competitors, CEO says – Automotive News
- More records for Lamborghini as sales soar in first half of 2023 – Autocar
- Lamborghini could hit 10000 sales this year, CEO says – Reuters
- Panasonic Q1 profit jumps, maintains FY forecast – Reuters
- Toyota says to boost EV development and technology in China – Reuters
- Chinese battery companies spy a South Korean loophole to skirt US subsidy rules – SCMP
- New ZF tech promises big power, efficiency boost for EVs – Autocar
- Oil inventory drops set stage for higher prices – Reuters
- Morgan Stanley’s Slimmon names top tech stocks to buy after earnings season – CNBC
- Under the skin: Is ammonia the key to cutting CO2? – Autocar
- Auto seating supplier scraps unprofitable Jeep business near Detroit – Automotive News
- Uber Lawsuit Resolves Ethics Question of Self-Driving Cars Killing Pedestrians – Businessinsider
- Elon Musk’s flashing ‘X’ sign met with city of San Francisco’s scrutiny – Washington Post
- Elon Musk reinstates Kanye West’s Twitter account after ban – Guardian
Friday Morning Auto News, Jul 28, 2023: Tesla’s secret team suppresses thousands of driving range complaints. Aston Martin appoints Geely CEO to board. More
- Tesla’s secret team to suppress thousands of driving range complaints – Reuters
- Aston Martin appoints Geely CEO to board – Automotive News
- Volkswagen Group reports solid H1 result, strengthens strategic position in China – Chinadaily
- Toyota to be top auto seller in January-June period for fourth year – Japantimes
- Twitter under fire for reinstating account that posted child sex abuse – Washington Post
- Tesla Faced 2,000 Complaints a Week Over Driving-Range: Report – Businessinsider
- Panasonic considering providing EV batteries to Subaru – Reuters
- GM warns US emissions rules could cost industry $100 billion in penalties in 2031 – Reuters
- Secret Tesla team reportedly thwarted range complaints by mass-canceling service appointments – LATimes
- Ford execs met with US lawmakers amid criticism of China battery maker CATL – Reuters
- Ford earnings report projects $4.5 billion loss from its EVs – Fortune
- Tesla’s dynamic pricing echoes legacy sales tactics – Automotive News
World’s Largest Automakers, halftime 2023: What disruption?
6 months into the year, the leaderboard is a picture of regained health. Neither upstart EV hopefuls, nor a global pandemic, nor the resulting supply chain hiccups could disrupt world’s largest automakers.
Toyota Group leads the field, and despite (or maybe because of) being a BEV skeptic, the Japanese OEM is a million units ahead of #2 Volkswagen, an avowed fan of battery-operated cars.
After a strong 2nd quarter, Volkswagen is up strongly, but strength will be necessary to meet Volkswagen’s down-revised 2023 sales target of 9 million units and change.
#3 Hyundai Group looks spunky as ever. Volkswagen better keep a few eyes in the rearview mirror.
And now for the usual disclaimer: Daily Kanban ranks world’s largest automakers by sales, as reported by the automaker. We used to determine the largest automaker in the world by looking at production, because this was how the global automaker umbrella association OICA had done it in the past. OICA seems to have thrown-in the towel, and you no longer will find any recent auto manufacturer rankings on the previously authoritative OICA website, neither by production, nor by sales. Reliable production data are harder and harder to come by, forcing us to switch to sales/delivery data published by automakers. Be aware that “deliveries” can be a rather elastic term. Deliveries can be sales to end users, or cars dumped on dealer lots, or cars “delivered” to sales organizations, or combinations thereof.