Toyota, Jeep, and the big emissions scam



Impossible!

That's what Toyota North America COO Jack Hollis calls the demand by California and 16 other states that 35% of 2026 model year vehicles be zero-emission or electric.

California also added a tax of 68 cents per gallon that is going into effect at the first of the year. The state is making gas and hybrid vehicles unaffordable.

Said Hollis, “I have not seen a forecast by anyone … government or private, anywhere, that has told us that that number is achievable. At this point, it looks impossible.”

He continued, “Demand isn’t there. It’s going to limit a customer’s choice of the vehicles they want.”

Welcome to the party. This is what we've been saying for years.

Automaker Stellantis — which owns Jeep — no doubt agrees. Stellantis made gasoline-powered non-hybrid Jeeps available only as a special-order vehicle in California and other states that have adopted California Air Resources Board Standards.

This has hurt Stellantis, which last week announced it would lay off 1,100 UAW-represented employees at the automaker’s Toledo South Assembly Plant in Ohio. This is where the company built the Jeep Gladiator.

Under California’s Advanced Clean Cars mandate, automakers must either sell enough cars or buy enough credits for the equivalent of 35% of their vehicles sold in California to qualify as zero-emission vehicles.

What's more, only 20% of these can be plug-in hybrids; the other 15% must be all-electric.

Automakers will pay a $20,000 fine per ZEV credit they are short, meaning carmakers will have to either buy credits from other automakers with excess credits or sell fewer non-ZE vehicles. Which means cars will get more expensive.

The Advanced Clean Cars mandate applies to Massachusetts, New York, Oregon, Vermont, and Washington for model year 2026 and Colorado, Delaware, Maryland, New Jersey, New Mexico, Rhode Island, and Washington, D.C., for model year 2027.

As we often point out, no carmaker will make cars for one state, so expect prices to rise in all 50.

And why isn't demand there? One strike against EVs in California is the high cost of electricity.

Energy prices in California are so high that the California Air Resources Board says the state is near the point at which it’s cheaper to propel a car on gasoline than it is on electricity. Last week, the CARB voted to create a $105 billion credit for EV charger operators, to be paid for with rising carbon emissions fees on the petroleum refineries that produce gasoline and diesel. The CARB estimates the measure will create a 47 cent-per-gallon pass-through cost for gasoline in 2025.

California also added a tax of 68 cents per gallon that is going into effect at the first of the year. The state is making gas and hybrid vehicles unaffordable.

The state believes that by raising the price of gasoline and subsidizing electric vehicle charging, the CARB’s new Low Carbon Fuel Standard can incentivize more Californians to get out of gasoline-powered cars and either acquire electric vehicles or take public transportation.

What it will accomplish in reality is to infuriate California drivers. I expect it to go about as well in any other state foolish enough to try it.

California is able to pass its own emissions standards via a waiver from the Environmental Protection Agency, first granted to deal with Los Angeles' smog problem in the latter half of the 20th century.

The Obama administration ordered an expansion of California’s waiver beyond just pollution to include emissions as well. In 2019, the Trump administration revoked California’s EPA waiver, a move that was held up in courts until the Biden administration put the waiver back into place in 2021.

It’s likely that the second Trump administration could revoke California’s EPA waiver once it takes office in January, which would — if upheld in court — invalidate many of the emissions programs created by California and the other states that follow.

We will be watching and reporting as this develops.

Under the Wire: Biden Admin To Lend $6 Billion to EV Company Just Before Leaving Office

President Joe Biden's Energy Department announced on Monday that it plans to lend $6 billion to Rivian—a company that only makes electric vehicles—to build an electric car factory in Georgia just before Biden leaves office.

The post Under the Wire: Biden Admin To Lend $6 Billion to EV Company Just Before Leaving Office appeared first on .

A trucker's open letter to DOGE's Vivek Ramaswamy and Elon Musk



Mr. Ramaswamy and Mr. Musk,

Congratulations on the victory of the Trump campaign, for which both of you played essential parts, and your subsequent nominations to head the proposed Department of Government Efficiency.

The American federal government in 2024 is a poisoned and bloated carcass that if not corrected will wash ashore on a beach to rot with so much potential wasted and the advancement of humanity itself curtailed.

Why is it that the trucking industry, which is the most critical link in the nation's supply chain, is being allowed to be undermined by foreign actors?

I want to single out Mr. Ramaswamy for additional praise as last year, during the heat of the presidential selection process for the Republican Party, he became the very first candidate in the history of this country to hold a town hall specifically for the people who make up the essential lifeblood of our economy: truckers.

On a cold winter night in Iowa, Mr. Ramaswamy came to the largest truck stop in America and heard our concerns.

In addition to this event, organized by my friends at CDL-Drivers Unlimited, Mr. Ramaswamy has also given public and very high praise to Canada’s Freedom Convoy. This shows that he understands what’s at stake when a wholly illegitimate and crushing bureaucracy pushes an entire country to the brink with no regard for the lives, families, and communities that it affects.

Mr. Ramaswamy also notably beamed in a video to the Mid-America Trucking Show this year, again, courtesy of our friends at CDL-DU.

He is one of a very small handful of politicians to both take an interest in trucking while bypassing the industry's entrenched interests in D.C., best (or maybe worst) represented by the American Trucking Association, to speak directly to drivers and owner-operators.

Given this, I believe you are the best-placed leader to investigate and take action on those parts of the industry and the bureaucrats who regulate it, who are parasitizing themselves on the taxpayers and causing more problems than they are worth.

Though the grift and corporate welfare that exists in the trucking industry is tiny compared to so many others, one fewer cut inches us slowly away from death by a thousand.

In this advice essay, I want to point to a series of issues that face the industry and which of them I believe DOGE would be well-suited to investigate: the waste of taxpayer funds on the industry’s driver retention problem, the misallocation of regulatory effort, and the misplaced focus on environmental concerns derived from trucks themselves.

The 'driver shortage' narrative

I’m sure while you were in Walcott, Iowa, with my colleagues from CDL-DU and so many other truckers you heard criticism about the industry and its claims to a "perpetual shortage of truck drivers."

This is a wholly manufactured concern used to fleece the taxpayer for untold hundreds of millions of dollars every year.

In a coincidence that is surely cosmic and a message from God himself, in the same week that President Trump won a clear-cut mandate to lead this country away from self-immolation, our friends at the Federal Motor Carrier Safety Administration showed exactly why we need DOGE.

In an announcement on Thursday, November 7, the FMCSA bragged of a tour it was going on during which its members would lavish $140 million in taxpayer dollars on training programs for new truck drivers. At the same time, many carriers with hundreds of trucks across this country were closing up shop, in stark contrast to the claims of President Biden and his sycophants of there being such an awesome economy right now.

Does it not say something that one of the trucking industry’s biggest and highest-regarded publications has a very active section dedicated to nothing but truckers going out of business?

Even if the trucking business were booming, is it the responsibility of taxpayers to foot the bill for carrier training programs? What if I told you that "truck driver training" has become a stealth corporate welfare program that funnels untold millions of taxpayer dollars toward trucking companies that have gotten so used to these taxpayer funds that they will not do anything to reduce their own churn problem?

An academic named Steve Viscelli was recently commissioned by the state of California to see what could be done to ensure that there were enough truckers to keep the agricultural industry there moving. Viscelli’s study found that the taxpayers of California were spending $20 million a year on one training program alone and losing most of those newly trained drivers within a year.

In this same report, soon to be unemployed Secretary of Transportation Pete Buttigieg admits that 300,000 truckers quit every year across America despite the millions of dollars spent on similar training programs.

It is quite clear that throwing money at this problem is not solving it, and it leads to one question. What do we get for all of that money other than a steady flow of underpaid, rookie truckers who tend to be involved in collisions at higher rates than everyone else thus necessitating increases in insurance premiums for all carriers that are sometimes so high that trucking companies are forced to close due to the unaffordability of those premiums?

Why do we tolerate this? Perhaps DOGE can look to cut off funding to trucker training programs and let the free market do its thing. It's long past time for the taxpayers to stop footing the bill for this problem, which won’t be solved as long as "free" money is available, which disincentivizes any solution.

Regulatory misdirection

The FMCSA, which is nominally tasked to properly regulate the trucking industry and which has an annual budget of nearly a billion dollars a year, could use some direction in prioritizing its resources and being far more efficient in cleaning up bad actors in the trucking industry than it currently is.

There are a number of problems in trucking right now that are within the purview of FMCSA to solve, but it seems hell-bent on harassing the industry with onerous regulation instead, leaving the industry open to being abused. This in turn results in value from the American economy being extracted to other countries while putting the motoring public at unnecessary risk.

Allow me to explain.

There are a number of fraudulent scams being run on the trucking industry, many of them involving both foreign entities and entities based in the United States.

Double-brokering

A recent recurring problem is "double-brokering," as part of which one middleman load broker arranges a truck through another load broker either willfully or unknowingly, which is highly illegal.

Under the law, only one broker may be involved in a load arrangement between a shipper and the trucker hauling the load. In a double-brokered situation, not only is an additional hand in the pie, removing value that ought to be going to the trucker who hauled the freight so that he can operate safely and turn a profit, but questions of liability and even more potential fraud arise.

In the most egregious cases, we see situations in which the trucker who hauled the load doesn’t get paid at all.

Estimates put the losses from double-brokering in the tens of millions of dollars. Cumulatively with other forms of freight fraud and outright theft of loads, this problem is estimated to cost the economy a staggering price of $500 million to $700 million annually, and some fraudulent carriers and brokers are so brazen, they are now holding loads for ransom.

What is the FMCSA doing about this?

Not much, as it turns out.

The biggest operation it has orchestrated, which isn’t even in the world of freight, was to crack down on those companies that move households.

Modern-day slavery

Another problem the FMCSA is doing nothing about, that I’m aware of, is investigating the very worrying trend of illegal immigrants being employed as truckers in America, many of them with no command of the English language, many having no CDL or any training whatsoever, and many more often than not being bound to their employers through indentured servitude arrangements.

This is, in essence, a form of modern-day slavery. Over and above this being completely and utterly unethical, illegal immigrants and those other immigrants who are here "legally" through the abuse of existing visa programs, are often paid rates far below prevailing wages, which undercuts the American trucker and thus the wage floor for all other workers.

It is very difficult to get hard numbers on these trends in part because of the self-censoring that many media and labor advocacy organizations engage in because of the "woke" climate that has taken over discussion of nearly any topic in America.

Any frank treatment of the use and abuse of illegal labor in trucking is very difficult to find. When I have brought this up to various mainstream trucking publications and their journalists, I have been dismissed for "searching for a problem" that those I spoke with implied does not to exist.

There are a tiny handful of articles around that have looked into this, specifically from the folks at FreightWaves, a couple of examples of which are found here and here.

Menace behind the wheel

An advocacy organization called American Truckers United has begun to analyze crash data and connect the dots between ever-increasing truck collision numbers on American roads with the use of overseas laborers who, again, are often not trained properly or even licensed at all.

Statistics from the Commercial Vehicle Safety Alliance, a North American wide-group of enforcement officials who conduct annual roadside safety inspection "blitzes," show some worrisome violations that correlate with the behavior of companies that employ illegal immigrants.

In 2024, two of the top five out-of-service violations, for which enforcement officials stop the commercial vehicle from operating, were failure of the driver to produce a CDL and failure of the driver to produce a Medical Certification showing fitness for being behind the wheel.

Some of the problems with employing illegal or other immigrant labor in trucking explicitly to exploit and underpay them have been around for years.

In 2017, USA Today did a major, three-part series on how immigrants from Central America were being abused in drayage operations at the Ports of Los Angeles and Long Beach. Immigrant truckers were found to be paid starvation wages, if they were paid at all, and in many cases, were barred from going home at the end of their shifts, told to "take a nap" and then keep on trucking.

Why is it that the trucking industry, which is the most critical link in the nation's supply chain, is being allowed to be undermined by foreign actors?

What are the FMCSA and others such as the DOT doing about this?

Horses have left the barn

Nothing. They are too busy focusing on the after-effects of problems created by horses that are already out of the barn.

The FMCSA, if you go by the news feed on its website, spends an incredible amount of time auditing new entrants to the electronic logging device market despite the fact that truck crashes and aggressive driving cases have gone up since the ELD mandate came into effect in 2017.

When asked whether the FMCSA would reconsider the mandate after being shown that it had achieved none of its goals or objectives, former FMCSA head Robin Hutcheson simply said no.

In fact, the FMCSA is now considering expanding the ELD mandate to older trucks that have been exempted, even though there are no studies that show trucks exempted from the mandate are a factor in truck collisions or other safety concerns. The FMCSA is worried about compliance — not material improvement.

I posit to DOGE that the FMCSA, DOT, and other federal agencies tasked with regulating the trucking industry are wasting taxpayer dollars by focusing far too much effort on compliance gimmicks and technological fixes to problems that are very human.

America’s roads are becoming increasingly dangerous because there are far too many drivers on them who have not received adequate training, don’t speak English, or are otherwise employed in the trucking industry illegally.

The evidence is out there, and these agencies ought to be investigating these problems rather than engaging in a rearguard action that wastes time and resources punishing those parts of the industry that are not the problem. At nearly a billion dollars a year, we should be getting far safer roads out of the FMCSA than we currently are.

Truck efficiency, system efficiency

There are many in our society who are concerned about climate change, and for many years now, regulators have sought to reduce various types of emissions into our atmosphere. The trucking industry has come under intense scrutiny in this regard, given how many trucks there are on the road in support of our modern economy.

Since 2007, the EPA has imposed, and continues to impose, ever more stringent emissions control mandates on trucks. Truck engine manufacturers have done their best to develop technologies that meet the requirements of those mandates, but this has not come without significant cost.

Famously, the heavy equipment and engine manufacturer Caterpillar gave up trying to meet the mandates at all and discontinued building truck engines for on-highway use.

Other manufacturers have pressed forward with various technologies, with the most popular being selective catalytic reduction, which helps reduce diesel particulate matter and nitric oxide and nitrogen dioxide.

Studies on the economic impact of these mandates are hard to come by, and no studies of or investigations into the impact of illegal labor on trucking have been done.

Society has taken it as a given that any mandate or regulation imposed on us in the name of saving the climate is a moral and unquestionably good, and it is politically dangerous to actually examine the effects of such.

Weighing the costs

Yet the anecdotal evidence from trucking companies and owner-operators about the cost imposed on them by these emissions mandates has been piling up for years; even legal action has been launched in some instances.

The Owner Operators Independent Drivers Association is the largest and oldest trucker advocacy organization in the country. In 2014, it released a white paper examining the impact of EPA mandates on engine manufacturers and on the trucking companies that suffered great losses in time and money from them.

LandLine, the official media outlet of OOIDA, has been following the costs associated with emission control systems mandates for many years and has an immense collection of writings on the subject.

During the recent COVID pandemic, many people first became aware of the term supply chains as those very chains were being stress-tested by the reactions to COVID by governments around the globe.

It showed us that many technologies we rely on for the basic function of our economy are dependent on manufacturers in other parts of the world.

Trucking was not immune to this; specifically, the chips and various other parts that operate these emission control systems became scarce. It was not uncommon to hear about trucks being put out of commission from dysfunctional emissions controls for months at a time due to backlogs of parts.

The emissions racket

In my own experience, the manager of a local truck dealer and service center told me when the propane delivery truck I was driving during COVID was in to have its emission system repaired for the umpteenth time that emission control system service makes up 75% of the business.

Another company I worked for previously had spent $65,000 on emission systems repairs on one truck over the course of 18 months after purchasing it new. The equipment down time accrued by the trucking industry over the last 17 years of these mandates is probably incalculable.

We do not know what the total economic impact of these mandates has been, nor do we employ alternative ways to make our trucking and logistics systems more efficient, mostly because the EPA, and our government in general, are laser-focused on technological solutions to climate change at the exclusion of all other considerations.

We do know, however, that the EPA is a vindictive and spiteful organization that has zero tolerance for those who fail to comply or seek to avoid its costly mandates.

There are numerous examples of the EPA imposing hefty fines on shops and service providers, sometimes millions of dollars, who have disabled or otherwise removed the emissions control hardware and software on modern engines despite the fact engines typically run better and cheaper without them. (And never mind the expensive parts replacements and down time when they eventually break down.)

To add insult to injury, many used trucks in America are sold internationally, especially next door into Mexico and Central America, where those systems are immediately removed from the trucks.

Beside not being subject to similar mandates, the trucking industry in those countries simply does not have the parts and DEF distribution networks or the money to pay for these systems. In the words of Rob Henderson, writer and author of the wildly popular memoir "Troubled," the imposition of very expensive emissions control systems is a "luxury belief."

Wasted capacity

What could the EPA and other agencies be doing to make the trucking industry more efficient rather than wasting government resources in pursuing operators simply trying to make a living in a market where margins are very tight and many companies are going out of business?

Perhaps the reason so many trucks are on the road in the first place is that trucking capacity is often wasted due to problems that are not the fault of truckers but of the customers whom they service.

"Detention" is the industry term for the time that trucks sit waiting to be loaded or unloaded at customer facilities, and it is consistently listed as a top-10 problem in annual surveys by the American Transportation Research Institute, this year making number four among drivers across the board.

MIT FreightLabs has launched studies into the issue of trucking capacity, or rather the woefully inefficient use of it. In 2022, one of the researchers put it rather starkly: "40% of America's trucking capacity is left on the table every day."

Another issue with trucking in America is our very restrictive weight limits. The federal standard of 80,000 pounds gross is one of the lightest in the world. Many states have allowances for longer and heavier trucks within their states, as they understand that trucks doing more work per load means fewer trips and fewer trucks on the road in total.

For comparison, in Canada, with what they call a Super B Train, trucks are longer and allowed to be 140,000 pounds gross weight.

Perhaps the recent bipartisan Infrastructure Act could have contained funding and specification to upgrade our roads to accommodate even slightly heavier trucks, or build double unit yards along certain interstates, as we see already on roads like the New York State Thruway or Ohio Turnpike.

I would submit to DOGE that the United States trucking system is in many ways vastly inefficient. Subsequently, there are more trucks on the road than we need, which contributes to excessive carbon emissions. Rather than tackling these efficiency deficits, the EPA has fallen under the sway of well-connected cronies who want to sell more costly technology to us while assuaging the manufactured guilt of the public about the state of the sky.

In conclusion

The trucking industry in America faces vast challenges — too many to list here. I did not even begin to touch on the looming potential of automated trucks or the oversale of electric vehicles to the public as a solution to slow down climate change.

There are, however, some very simple policy changes that ought to be made that would force the industry to rethink how it does business and be less reliant on government handouts, illegal labor, and a punishing regulatory regime that is chasing problems created by those handouts and use of illegal labor.

The regulatory agencies that oversee all of this are very costly to American taxpayers. They would have less to do, and thus necessitate a lower price tag, if we enacted my above suggestions.

This essay originally appeared on the Autonomous Truck(er)s Substack.

Multiple states to BAN motorhome sales in latest EV tyranny



California is banning motorhomes.

No, not the dilapidated firetraps illegally parked in crime and drug-infested encampments throughout the state — some 10,000 in greater Los Angeles alone. Those are fine.

The regulations — which will effectively ban the sale of new motorhomes with a gross vehicle weight rating over 8,500 pounds — take effect January 1, 2025.

It's new motorhomes — the kind that retirees might buy to live out their sunset years on the road — that the Golden State wants gone.

Starting in 2025, California’s Advanced Clean Trucks regulation, aimed at promoting zero-emission vehicles, creates a near-total “ban” on motorhome sales in the state.

And because Oregon, Washington, New York, New Jersey, and Massachusetts follow California Air Resource Board regulations, they'll be putting the kibosh on motorhome sales as well.

As I said last week, this CARB needs cutting if we ever want to release ourselves from California's draconian authority over what we can drive.

The ACT regulation mandates manufacturers of medium and heavy-duty vehicles to sell an increasing percentage of zero emissions vehicles each year.

The regulations — which will effectively ban the sale of new motorhomes with a gross vehicle weight rating over 8,500 pounds — take effect January 1, 2025.

Since 2020, the RV Industry Association has been asking CARB for exemptions from the ACT regulations, citing negative impact on motorhome manufacturers and dealers, to no avail.

Complicating the matter are two other recently-passed regulations: the Omnibus Low NOx rule and the Advanced Clean Fleets rule. Along with ACT, these rules seek the gradual replacement of medium- and heavy-duty vehicles with zero emission vehicles by 2036.

CARB also has its focus on off-road vehicles with the Small Off-Road Engine regulation, which threatens spark-ignition engines on generators. So no offroad vehicles or gas-powered generators?

This has gone way too far.

These rules also go into effect in Vermont for 2026 model year motorhomes. And the rules take effect in Colorado, Maryland, New Mexico, and Rhode Island with the 2027 model year.

Get ready to go electric whether you like it or not. If you have an older motor home, it will need to be smogged twice a year. More regulations and more money out of your pocket.

This all happened because of California's vote in August to ban the sale of new gasoline-fueled cars by 2035.

One state controlling the other 49 is clearly unconstitutional. We need to fight this regulation at a federal level.

We'll keep you posted, as usual.

Trump Team Plans To Axe Biden's EV Tax Credit: Report

President-elect Donald Trump's transition team is preparing to eliminate the Biden administration’s $7,500 electric vehicle tax credit as part of its broader tax reform plans, Reuters reported Thursday.

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California Regulators Pass Carbon Emission Mandate for Fuel Sellers—and Shrug Off Concerns Over Anticipated Price Hikes

California’s powerful air regulators late Friday night approved mandates for fuel sellers to cut carbon emissions or buy carbon credits, arguing that the move would push people into buying electric vehicles. An outside analysis found the requirements could hike the state’s already high gas prices by as much as 65 cents per gallon in the near term and 85 cents by 2030.

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Is the auto industry headed for a crash?



Plant closures in Europe. Layoffs in America. Plunging sales everywhere.

The auto industry is in trouble — and we could all end up suffering the consequences.

EV woes have hit Ford as well. Later this month, the carmaker will suspend operations at its F-150 Lightning EV plant for the rest of year.

Let's start with Volkswagen. The company stands proud as the biggest carmaker in Europe, and it has never closed a factory in its home country of Germany.

Until now.

Punch buggy blues

At the end of October, the company asked workers to take a 10% pay cut as part of an ongoing campaign to cut costs across the VW Group. Industry insiders fear that domestic plant closures — the first in the company's 87-year history — could be next, with up to three German factories shutting down, costing more than 100,000 jobs.

“Management is absolutely serious about all this. This is not saber-rattling in the collective bargaining round,” warned Volkswagen works council head Daniela Cavallo in a speech to employees.

These cuts would reduce the number of domestic plants to seven and cut the workforce by a third.

The plants that do stay open would also endure cost-cutting measures, according to a separate report, with downsizing and wage freezes on the table.

VW aims to save about €10 billion (roughly $10.8 billion USD) by 2026.

Thomas Schaefer, the head of the Volkswagen brand, has previously noted that German factories are operating at between 25% and 50% above targeted costs. This is largely due to Europe’s high energy costs, which German carmakers say are four times higher than in China and the United States.

Compounding this problem are increased competition from Chinese brands and a lack of demand for electric cars.

Volkswagen hasn’t commented on the report, and it hasn’t announced plant closures or layoffs yet.

Previously, Volkswagen had considered buying Audi's struggling EV plant in Brussels. Those plans changed, and with no other suitable buyers on the horizon, the plant may close its doors for good.

The outlook isn't much sunnier stateside, either.

GM feels the heat

General Motors is laying off some 1,000 software workers globally, 600 of whom are employed at its tech center in Warren, Michigan.

In a memo to workers obtained by Automotive News, GM said the cuts were to enable it to “move faster, pivot when needed, and prioritize investing in what will have the greatest impact.”

This is certainly a pivot from the last several years, in which GM has been expanding its software team to help with its electrification and autonomous efforts. The company had predicted that those services could generate $25 billion in revenue by 2030.

While General Motors has claimed that these cuts target "software and service" employees, that's not exactly true. The layoffs come from GM's Ultium division, which is the sub-EV company GM created to differentiate it from its gasoline engine department.

I can confirm that Ultium has let go a number of thermal engineers without warning. Thermal engineers, as you might guess, are crucial to thermal management: keeping EV batteries, power electronic systems, and motors from overheating.

Is this a sign that GM is no longer all-in on electric and is drastically reducing R&D on future EVs?

Sure looks like it.

Ford's loser Lightning

EV woes have hit Ford as well. Later this month, the carmaker will suspend operations at its F-150 Lightning EV plant for the rest of year.

The highly touted electric pickup loses the company $40,000 on each vehicle sold. Hardly sustainable, especially given that Ford's Q3 net income is down 26%, and cost issues have caused it to drop its full-year adjusted earnings projection to around $10 billion.

Mercedes: Bust in class

The luxury car market isn't what it used to be, either.

Mercedes Benz has cut production on its S-Class line in response to declining sales: down 13% in China, 19% in the U.S., and 27% in Europe. The high-end vehicles have been rolling off the company's cutting-edge Factory 56 assembly line in Germany since 2020 — always in at least two shifts.

Now, for the first time since Mercedes opened what it touts as the most modern car factory in the world, one shift will suffice.

The plant also builds the electric EQS as well as Maybach and AMG models. Mercedes will refresh the S-Class next year, so demand could pick back up with a new model.

Ram tough

Stellantis CEO Carlos Tavares has been heaping scorn on his previous U.S. management team and no wonder: Third-quarter sales in North America were a disaster, falling 20%, and down 17% for the year.

That's bad news for iconic American brands Jeep, RAM, Dodge, and Chrysler — and it has investors heading for the exits.

But times are tough all over for the car conglomerate. Sales in Europe fell 17%, with even Maserati relegated to the slow lane with a stunning 60% drop.

Business isn't much better in China, India, and Asia Pacific, where sales fell 30%.

Border run

And in a move that is sure to infuriate the UAW, Tavares plans to move production of Ram's full-size 1500 pickup truck from the U.S. to its Saltillo, Mexico, plant, which already produces Ram heavy-duty pickups and vans.

While Mexico offers lower labor costs, no doubt the move is also to prevent the UAW from choking off production during any future strike. We think that’s the same reason Ford moved part of its heavy-duty truck production to Canada. It’s a game of chess, and both Ford and Stellantis are working to escape checkmate.

For more on the ongoing car industry crisis, check out my video below:

Ford Halts EV Production at Michigan Plant That Biden, Slotkin Lauded as 'Incredible' Example of 'American Ingenuity'

Ford Motor Company is halting production of its electric F-150 Lightning pickup truck at a Michigan factory, the auto giant announced Thursday. Just three years ago, President Joe Biden and Rep. Elissa Slotkin (D., Mich.) visited the plant to celebrate the truck's rollout, calling it an "incredible facility" that shows there's "no limit to what American ingenuity and manufacturing can accomplish."

The post Ford Halts EV Production at Michigan Plant That Biden, Slotkin Lauded as 'Incredible' Example of 'American Ingenuity' appeared first on .

Could a hacker blow up your EV remotely?



Pagers and walkie-talkies can be turned into remotely triggered bombs — so why not electric vehicles?

That was my first thought when I read about last month's coordinated attacks on Hezbollah — believed to have been orchestrated by Israel — in which pagers and walkie-talkies exploded across Lebanon, killing dozens and wounding thousands.

A thermal runaway event could be induced deliberately, even when the EV's 'ignition' is off — especially if a hacker gained access to the vehicle's battery management system.

While those devices appear to have been modified at some point during the supply chain, the principle behind turning them into deadly weapons is relatively simple: Heat the battery until it catches fire or explodes.

It could just as easily apply to EVs — as well as hybrids, plug-ins, or 48v cars, all of which use batteries much larger than in any handheld device.

Of course, these vehicles have a number of safety systems to prevent the battery from catching fire and overheating. But those safety systems run on software that can be hacked, especially since they are already years old by the time the vehicles are built and sold.

Roy Fridman, CEO and chief revenue officer for C2A Security, an Israel-based cybersecurity company focused on the automotive industry, recently said that one automaker told him that the software that controls a motor has two million lines of code. And that’s just the motor.

He stated, “You have hundreds of millions of lines of code inside a vehicle. If you were talking about autonomous vehicles, it's even more. But the number of lines of code in a vehicle is continuously growing.”

This code is vulnerable to exploitation thanks to wireless connections to the internet (for software updates) and to charging infrastructure. Vehicle-to-grid technology, which allows EV owners to sell their energy storage capacity to grid operators, requires connection to the electricity grid.

“The more communication protocols you have, the more lines of code you have, the more you are susceptible to [hacking],” Fridman said.

We already know the technology exists to disable cars remotely. Cybersecurity experts are also worried that EVs could be hacked to steal drivers' personal data.

As Fridman says, its plausible that someone could "create a battery overload and disable some of the protective mechanisms" within your car.

Lithium-ion batteries catch fire when they enter an uncontrolled, self-heating event called thermal runaway. Most often, it occurs due to damage or a defect in the battery. But such an event could be induced deliberately, even when the EV's "ignition" is off — especially if a hacker gained access to the vehicle's battery management system.

An overheated battery gives off toxic and flammable gases, which can cause an explosion. At the very least, it produces a smoldering, difficult-to-extinguish fire.

For more on this, see my video below:

Kamala’s California Is A Foreshadowing Of Kamala’s America

Kamala Harris's policies in action in California offer a preview of coming attractions should she be elected in a few weeks.