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The Morning Shift
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  • Newsletter

The Morning Shift

  • Markham, Ontario, Canada - June 14, 2019: GM Canada Technical Centre campus in Markham, Ontario, Canada. General Motors Company is an American multinational corporation.
    52

    GM's Solution To A Bad Economy Is Building Fewer Cars

    We're looking at GM cutting inventory to prepare for a tight 2026, as well as Nashville trying to get its hands on a Tesla tunnel and more.

    By Amber DaSilva 16 hours ago Read More
  • CHICAGO, ILLINOIS - DECEMBER 15: A Ford F-150 Lightning is offered for sale at a Ford dealership on December 15, 2025 in Chicago, Illinois. Citing slow customer demand, Ford announced it would be making changes to its electric vehicle strategy, including dropping the all-electric F-150 Lighting, as it pivots away from EVs, focusing instead on hybrid and extended-range electric vehicles. The move is expected to cost the company nearly $20 billion
    95

    Ford Sees A Future In Cheap EVs With Smaller Batteries

    We''re looking at Ford's hopes for future EVs, as well as Canada's hopes for future auto manufacturing.

    By Amber DaSilva 2 days ago Read More
  • DETROIT, MICHIGAN - JANUARY 15: Jim Farley, CEO of Ford talks on stage during the Red Bull Racing season launch at Michigan Central Station on January 15, 2026 in Detroit, Michigan.
    70

    Ford Wants Chinese Cars In America To Work Like American Cars In China

    Ford's hopes for how Chinese automakers will move into the United States, the eternal merger talks between Nissan, Honda, and Mitsubishi and more.

    By Amber DaSilva 3 days ago Read More
  • WASHINGTON, DC - FEBRUARY 12: U.S. President Donald Trump speaks during an event to announce a rollback of the 2009 Endangerment Finding in the Roosevelt Room at the White House on February 12, 2026 in Washington, DC. The Trump administration will repeal the 2009 central scientific finding that allows the EPA to regulate climate-warming emissions.
    195

    Trump Ends Greenhouse Gas Regulations For Cars

    We're looking at the Trump administration joining the war on climate change on the side of climate change, as well as the harm it's done to EV sales in the U.S.

    By Amber DaSilva 7 days ago Read More
  • Close-up of a metallic 'BYD' emblem on the dark rear of a modern car, highlighting the sleek numbers and automotive detail. Photo taken in Cigombong, West Java, Indonesia in 07 Jun 2025
    54

    BYD, Geely, And VinFast Are Fighting Over A Car Factory In Mexico

    We're looking at a bidding war over a Mexican auto plant, and how the basics of supply and demand work for cars and more.

    By Amber DaSilva 8 days ago Read More
  • Krasnoyarsk, Russia - May 19, 2022: Close-up Ford brand logo on against blue sky background. Dealership centre of car shop
    48

    Ford Saw Recession-Level Losses To End 2025

    We're looking at Ford's inauspicious end to 2025, as well as Ferrari's better numbers and Hyundai shareholders' demand for robots, plus more.

    By Amber DaSilva 9 days ago Read More
  • 2025 Honda Prologue
    41

    Honda Takes $1.7 Billion Hit On EV Business After Not Even Trying That Hard

    Honda takes a massive write-off hit on its struggling EV business, Ford is rethinking its van offerings in the U.S. and Europe and more.

    By Andy Kalmowitz 10 days ago Read More
  • Marilia, SP, Brazil, December 11, 2024. Facade of the car dealership of the Chinese BYD, Building Your Dreams, which sells electric and hybrid cars, in the city of MarĂ­lia
    44

    Car Dealers Fear Chinese Cars, But Still Want To Profit From Them

    We're looking at American dealers' fears and opportunities around Chinese cars, as well as Canada's intent to keep making cars, and more.

    By Amber DaSilva 11 days ago Read More
  • Ram 1500 REV at the 2023 NY Auto Show
    71

    Stellantis Takes Massive $26.5 Billion Hit On EV Pullback

    Stellantis is dealing with a massive $26.5 billion writedown because of EVs, Toyota is replacing its CEO following a massive tariff bill and more.

    By Andy Kalmowitz 14 days ago Read More
  • The logo of the automaker Geely on the facade of the dealership. Geely is a growing and powerful auto brand
    41

    Ford And Geely Want To Work Together On Manufacturing And Tech

    We're looking at the possibility of a deal between Ford and Geely, as well as American dealers' resistance to Chinese cars and more.

    By Amber DaSilva 16 days ago Read More
  • Tesla Model S electric car parked in Norway. There are 2.8 million cars registered in Norway (2019).
    43

    China Is The First Country To Ban Tesla-Style Door Handles Over Safety

    We're looking at China's ban on pop-out door handles, Tesla's continued European collapse, as well as an NHTSA investigation into F-150 transmission issues.

    By Amber DaSilva 18 days ago Read More
  • Tesla CEO Elon Musk speaks alongside U.S. President Donald Trump to reporters in the Oval Office of the White House on May 30, 2025 in Washington, DC. Musk, who served as an adviser to Trump and led the Department of Government Efficiency, announced he would leave his role in the Trump administration to refocus on his businesses.
    116

    Tesla Pumps $2 Billion Into xAI

    We're looking at Elon Musk funding one company with another, and the Hyundai Santa Cruz's upcoming exit from this mortal coil and more.

    By Amber DaSilva 22 days ago Read More
  • Mary Barra speaks onstage during WSJ's Future of Everything 2025 at The Glasshouse on May 28, 2025 in New York City.
    165

    GM CEO 'Can't Explain Why' Canada Would Welcome Chinese EVs

    The lure of cheap EVs leaves Mary Barra scratching her head.

    By Amber DaSilva 23 days ago Read More
  • Members of civic groups protest against U.S. President Donald Trump's tariffs policy on July 30, 2025 in Seoul, South Korea.
    147

    Korean Cars Are About To Get More Expensive As Trump Raises Tariffs To 25%

    Bad news for Hyundai Motor Group and expensive times for GM. Turns out, making cars is complicated.

    By Andy Kalmowitz 24 days ago Read More
  • IN FLIGHT - JANUARY 22: U.S. President Donald Trump speaks to reporters on board Air Force One while flying in between Ireland and Washington as he returns from the World Economic Forum on January 22, 2026. Following a meeting with NATO Secretary General Mark Rutte, Trump announced a deal with European leaders on the semi-autonomous Danish territory of Greenland during the annual meeting of political and business leaders in Davos.
    93

    Trump 'Defied The Will Of Congress' In Cutting EV Charger Funding: Judge

    We're looking at yet another judge telling the Trump administration the limits of executive power and more.

    By Amber DaSilva 25 days ago Read More
  • Ram 3500 rolling coal
    117

    Rolling-Coal And Emissions Cheating Devices Are No Longer A Criminal Offenses In Donald Trump's America

    You can now pretty much roll coal with impunity in the United States, Tesla has launched robotaxis without safety monitors years later, and more.

    By Andy Kalmowitz 28 days ago Read More
  • Scout Motors SUV and pickup
    62

    Colorado VW, Audi, Porsche Dealers Sue The State For Letting Scout Sell Directly To Customers

    Volkswagen's kids are fighting over Scout selling cars directly to customers, Mitsubishi is looking to go downmarket again and Hyundai's robots wins and woes.

    By Andy Kalmowitz 29 days ago Read More
  • A Tesla Cybercab or Robotaxi two-passenger battery-electric self-driving car is displayed during the 9th edition of the VivaTech show at Parc des Expositions Porte de Versailles on June 12, 2025 in Paris, France.
    38

    Elon Musk Says Tesla Cybercab, Optimus Robot Production Will Be 'Agonizingly Slow' To Start

    Shocker! Elon Musk makes a not-so-bold proclamation about the Tesla Cybercab's production ramp-up and more.

    By Andy Kalmowitz 30 days ago Read More
  • Salesmen Victor Zeng (right) assists customer Gary Zhao from Los Angeles at Toyota dealership while shopping for a new vehicle, January 31, 2005 in El Monte, California. The dealership has a sales staff that speaks more than 30 languages to assist customers.
    52

    Even Dealers Think New Cars Cost Too Much

    We're looking at the unaffordability of modern cars, except those with sharp angles and Italian branding and more.

    By Amber DaSilva 1 month ago Read More
  • A worker checks the exterior of a finished vehicle on the production line for electric vehicle maker Zeekr at its factory on May 29, 2025 in Ningbo, China
    63

    Chinese EVs Are Coming Back To Canada Thanks To New Trade Deal

    A new trade deal between will bring Chinese EVs back to Canada, Porsche sales drop by the biggest margin in 16 years and more.

    By Andy Kalmowitz 1 month ago Read More
  • GM OnStar button
    15

    GM Is Officially Barred From Collecting, Sharing Driver Data... For Five Years

    GM has to wait five whole years before it can collect and share driver data through OnStar again, Tesla's Canadian sales dropped like a rock in 2025, and more.

    By Andy Kalmowitz 1 month ago Read More
  • JOINT BASE ANDREWS, MARYLAND - JANUARY 13: U.S. President Donald Trump prepares to board Air Force One on January 13, 2026 at Joint Base Andrews, Maryland. Trump is traveling to Michigan where he will participate in a tour of the Ford River Rouge complex and later give remarks to the Detroit Economic Club.
    38

    Trump Is Still Bullish On Tariffs, Bearish On The North American Trade Agreement He Instituted

    We're looking at Trump's latest statements on the automotive world, as well as the latest on Tesla's racism lawsuit and more.

    By Amber DaSilva 1 month ago Read More
  • NEW YORK, NEW YORK - DECEMBER 03: Chair and CEO of General Motors Mary Barra speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. NYT columnist Sorkin hosted the annual Dealbook summit which brings together business and government leaders to discuss the most important stories across business, politics and culture.
    93

    Mary Barra And GM Say The Future Is Still Electric

    We're looking at GM's plan for PHEVs and EVs, as well as how Honda dealers feel about the Afeela, Volkswagen's less-than-steller end of 2025, and more.

    By Amber DaSilva 1 month ago Read More
  • GM Factory Zero Assembly line
    168

    GM's EV Pullback Just Cost The Company $6 Billion

    GM just lost $7.1 billion between an EV business writedown and restructuring in China, Jeep is actually cutting prices in 2026 and more.

    By Andy Kalmowitz 1 month ago Read More
  • BMW vehicles stand in a showroom in Manhattan on August 01, 2019 in New York City.
    131

    80% Of Car Shoppers Say They're Open To Using AI Because Nobody Can Do Anything Anymore

    Car shoppers are becoming increasingly reliant on artificial intelligence, Ford plans to launch an eyes-off hands-free driving system in 2028, and more.

    By Andy Kalmowitz 1 month ago Read More
  • WASHINGTON, DC - MARCH 24: White House Senior Advisor, Tesla and SpaceX CEO Elon Musk (L) attends a cabinet meeting held by U.S. President Donald Trump at the White House on March 24, 2025 in Washington, DC. This is Trump's third cabinet meeting of his second term, and it focused on spending cuts proposed by the Department of Government Efficiency (DOGE).
    46

    Senate Hearing On Auto Affordability Postponed Due To Lack Of Elon Musk

    We're looking at the upcoming Senate hearing on affordability, and automakers' grim outlooks for U.S. sales in 2026.

    By Amber DaSilva 1 month ago Read More
  • The new Rolls Royce Ghost Black Badge on display in the HR Owen Rolls Royce showroom in Mayfair, London.
    59

    New Car Sales Are Booming For The Rich, Falling For Everyone Else

    Only the rich can afford new cars, but they have no interest in Volkswagen or Audi, plus Mercedes-Benz, Lucid, Nuro, Uber move the needle on self-driving cars.

    By Andy Kalmowitz 1 month ago Read More
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