|
|
|
08.01.26 - 23:19
|
US-Autoriese General Motors schreibt Milliarden auf Elektroautos und China ab (Cash)
|
|
|
Der US-Autobauer General Motors (GM) muss wie sein Rivale Ford hohe Abschreibungen auf seine Elektroautos vornehmen. Diese kosteten den Konzern im vierten Quartal rund 6,0 Milliarden US-Dollar, hinzu kämen 1,1 Milliarden Dollar Sonderkosten für den Umbau in China, hiess es vom US-Autoprimus am Donnerstagabend in Detroit. Angesichts von auslaufenden Steueranreizen und den gelockerten Emissionsregeln in den USA habe GM in der Reaktion auf nachlassende Nachfrage seine Elektroautokapazitäten gesenkt..
|
|
|
|
|
06.01.26 - 17:24
|
Ford Posts Increased Sales In Q4, 2025 (AFX)
|
|
|
DEARBORN (dpa-AFX) - Ford Motor Company (F), Tuesday announced that the total sales for the year increased by 6 percent to 2,204,124 vehicles, mainly driven by the company's appeal to a broad cust......
|
|
|
|
|
|
|
04.01.26 - 22:18
|
Detroit Tries To Balance Gas-Powered Profits While Staying Competitive With China′s EV Surge (ZeroHedge)
|
|
|
Detroit Tries To Balance Gas-Powered Profits While Staying Competitive With China's EV Surge
U.S. automakers are quietly pivoting back toward what they know makes money: large gasoline vehicles. Selling trucks and SUVs is now the fastest path to higher profits, especially as government pressure to push electric vehicles has weakened. Trying to maximize profits from gas cars while keeping pace in EV technology is proving extremely difficult, according to a new writeup from the Wall Street Journal.
Recent policy changes strongly favor gasoline models. Fuel-economy rules have been softened, penalties for missing targets have disappeared, EV tax credits have expired, and California can no longer impose its own emissions standards. EV momentum has cooled worldwide as well, with Europe, the U.K., and Canada also retreating from aggressive mandates. BloombergNEF projects U.S. EV sales will drop 24% in Q4 2025 from the year before.
Automakers are responding quickly. GM, Ford, and Stellantis have anno...
|
|
|
30.12.25 - 05:06
|
LG battery supply withdrawals signal reassessment of growth expectations in EV sector (Digitimes)
|
|
|
LG Energy Solution has ended its battery supply agreement with US module maker FBPS (Freudenberg Battery Power System), following a separate contract termination with Ford Motor Company, marking the combined termination of deals worth approximately KRW13.5 trillion (US$9.38 billion). The move reflects ongoing instability in the electric vehicle (EV) battery sector amid subdued vehicle demand....
|
|
|
|
|
|
|
03.12.25 - 03:06
|
Ford November U.S. Vehicle Sales Down 0.9% (AFX)
|
|
|
DEARBORN (dpa-AFX) - Ford Motor Co. (F) reported that its total U.S. vehicle sales for the month of November 2025 declined 0.9% to 164,925 units from 166,373 units in the prior year. Total electri......
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
27.10.25 - 19:18
|
Goldman Spots Four Big Takeaways From Last Week′s U.S. Auto, Industrial Tech Earnings (ZeroHedge)
|
|
|
Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
|
|