Automotive News Daily Drive

Rivian CEO RJ Scaringe says he believes software-defined vehicle architectures will be critical for automakers’ survival in a decade’s time, and legacy manufacturers are falling behind. On this bonus episode, Scaringe talks during an Automotive Press Association fireside chat with Axios’ Joann Muller.

Automotive News Staff Reporters Larry P. Vellequette and Molly Boigon talk about the week’s biggest news stories, including an aluminum plant fire that has caused major disruptions for Ford and others, automakers canceling their electric vehicle tax credit extension programs and more.

Ford joins General Motors in canceling its electric vehicle lease tax credit extension . The Chevy Bolt EV returns for a “limited run.” Plus, David Prusinski, co-CEO of Vehicle Management Systems, joins the show to talk about how artificial intelligence is transforming fleet management.

General Motors slips major new terms into supplier contracts. Ford’s F-150 Lightning plant will go idle in the wake of an aluminum plant fire. Plus, Neal Ganguli, AlixPartners managing director, talks about what new tariffs on robotics would mean for automakers and suppliers. 

General Motors cancels its electric vehicle tax credit extension and will offer its own discount instead. Ford faces a $1 billion hit from an aluminum plant fire. Plus, Hyundai Motor’s Genesis brand turns 10 and now aims to make a splash in the luxury high performance segment.

Nissan is in talks with multiple automakers to supply an electrified vehicle based on its top-selling Rogue crossover. A fire at an aluminum supplier could disrupt business at automakers for months. Plus, a panel of experts weighs in on how automakers and retailers can diversify their businesses with new revenue streams.

Stellantis is reportedly planning to invest about $10 billion in the U.S. Automakers are putting pressure on suppliers to use AI tech in their factories to be more efficient. Plus, Magna International’s Todd Deaville talks about how the supplier is implementing AI and machine learning in its factories.

Stephanie Valdez Streaty, Cox Automotive’s director of industry insights, talks about what electric vehicle makers will need to accomplish to hit 25 percent of the light-vehicle market by the end of the decade. Plus, Edmunds Head of Insights Jessica Caldwell weighs in on how tariffs are affecting 2026 model year vehicle pricing so far.

Automotive News Staff Reporter Michael Martinez and Greg Layson, digital and mobile editor for Automotive News Canada, talk about the week’s biggest news stories, including the rush to snap up electric vehicles before the Sept. 30 end of U.S. EV tax credits and what the government shutdown could mean for the auto market.

Tesla sets a sales record in the third quarter as consumers rushed to snap up federal electric vehicle tax credits before their Sept. 30 expiration. Most EV defectors say they would reconsider with a $5,000 incentive. Plus, Andy Mayers, lender solutions strategist at Cox Automotive, talks about opportunities for lenders in the subprime market.

The pull-up of electric vehicle sales before federal incentives went away juiced sales for many automakers in September and the third quarter. LG Energy is resuming U.S. business trips after a visa deal with South Korea. Plus, Stephanie Valdez Streaty, Cox Automotive’s director of industry insights, talks about the likely short- and long-term impacts of the end of federal EV tax credits.

Ford CEO Jim Farley says “we’ve made a lot of progress” in his time leading the automaker, which began five years ago. EV sales take off in September ahead of the end of federal tax credits. Plus, Staff Reporter Molly Boigon talks about what the federal government shutdown means for the auto industry.

Federal electric vehicle tax credits expire at midnight . General Motors and Ford are using their financing arms to offer the federal incentive beyond its expiration . Plus, EV Politics Project founder Mike Murphy talks about the state of electrification as federal support evaporates.

Experts say they expect tariffs, expiring EV tax credits and other factors to hamper affordability in the coming months. JLR starts a phased production restart after a recent cyberattack. Plus, EVs are expected to buoy third-quarter sales results.

In this second and final part of Molly Boigon’s interview with U.S. Senate Candidate Mike Rogers, the former Republican Congressman from Michigan talks about the elimination of federal tax credits for EVs, funding for battery research and more. Listen to Part 1 of the interview here:  What JLR production shutdown means for dealers - Automotive News

Automotive News’ Larry P. Vellequette and Richard Truett discuss the biggest news of the past week, including fallout from cyberattacks against JLR and Stellantis , the brewing battle over the EPA’s emissions rules and more.

The U.S. will impose tariffs on heavy trucks and other products. Tesla urges President Donald Trump not to repeal vehicle emissions rules . Plus, TransUnion’s Satyan Merchant talks about what the Fed’s interest rate cut means for auto lending and the refinance market. 

Jeff Morrison, General Motors’ senior vice president of global purchasing and supply chain, talks about how the automaker is working through growing challenges related to trade and tariffs. Bosch plans to cut 13,000 jobs to bring down costs. Plus, Honda cancels the Acura ZDX built by General Motors after just one model year. 

A panel of experts discusses uncertainty and higher costs from tariffs, with one saying automakers are managing so far by “spreading the peanut butter” — distributing the financial burden across global operations. Automakers urge the EPA to ease tailpipe emissions rules. Plus, JLR works to pay struggling suppliers during its production halt.

Former Congressman Mike Rogers, R-Mich., who is running for Michigan’s open U.S. Senate seat, says President Donald Trump’s tariffs are working to boost U.S. manufacturing investments. JLR extends its production shutdown again after this month’s cyberattack. Plus, California Gov. Gavin Newsom says General Motors CEO Mary Barra “sold us out” on EV tax credits.

Stellantis is the latest auto company to suffer a data breach . Jeep cancels the Gladiator 4xe . Plus, Larry Dominique, president of LD Management Consulting, talks about automaker tech challenges amid increasing threats from China.

Asbury Automotive Group CEO David Hult talks about the state of electric vehicle sales as regulations change and most federal support ends. Plus, Automotive News’ Molly Boigon provides a comprehensive look at the U.S. immigration raid at a joint battery plant being built by Hyundai and LG Energy Solution in Georgia and what happens next.

Automotive News’ Michael Martinez and Hannah Lutz discuss Ford’s plan to demolish its longtime “Glass House” global headquarters and move to the automaker’s nearby engineering campus. Plus, they talk about the rush to buy electric vehicles ahead of the end of federal tax incentives Sept. 30.

Volkswagen of America is raising starting prices on most 2026 models. Automakers and suppliers warn the unpredictability of tariffs makes it harder to justify U.S. investments. Plus, Pied Piper has a new look at which auto brands are best at scheduling service appointments by phone or website.

Asbury Automotive Group CEO David Hult talks about the mergers and acquisitions market , how tariffs are affecting the public retail group and more. Nissan says it will pause U.S. market production of its compact Ariya electric crossover for the 2026 model year. Plus, the Federal Reserve’s rate cut could ripple to auto loans.