Michael Wayland
@MikeWayland
Autos reporter for @CNBC.com. Ex-@Automotive_News, @DetroitNews, @MLive. Alum of CMU/@CMLife. Tips to: [email protected] | "Skeptical but with a smile"
Japan automakers' 30 year market domination in Thailand is vanishing fast. 1990s: 96% 2000s: 94% 2010s: 93% Q 1 2025: 65% BYD and other Chinese automaker pricing is mapping up market share. asia.nikkei.com/Business/Autom… via @NikkeiAsia
Not sure the full gravity of this came across in the original post. China is shipping more cars to Mexico than any other country this year. Here in San Diego, you can walk across the border to a BYD dealership and test drive a Shark or a Seal.
China: Top 8 car export markets Q1 2025. 1. Mexico 2. UAE 3. Russia 4. Saudi Arabia 5. Belgium (Europe) 6. Australia 7. Brazil 8. UK Source: CPCA
.@POTUS officially signs into law three resolutions passed by Congress — ENDING California's electric vehicle mandate and emission standards once-and-for-all. Promises made, promises kept.
GM to invest $4 billion in U.S. manufacturing plants amid tariffs cnb.cx/3ToKyyp
Chevy Has Quietly Discontinued the Rear-Drive Blazer EV caranddriver.com/news/a65013771…
No.
Do you think Waymo is driving their cars to the protests to get destroyed on purpose? This way they can cash out on insurance before the @elonmusk @Tesla Robotaxi coming soon?
ICYMI: Slate Auto: Inside the EV startup, stealth production facility backed by Jeff Bezos cnb.cx/442YOTI
Slate Auto: Inside the EV startup, stealth production facility backed by Jeff Bezos cnb.cx/442YOTI
$GM news: After an outsider/Tesla veteran only lasted a year leading its manufacturing, GM returns to hiring from within (it's hard to build cars and manage a company's operations that are as vast as GM): pressroom.gm.com/gmbx/us/en/pre…
Used vehicle prices ease from tariff fear-buying highs but remain elevated cnb.cx/43EBl9W
'Car Wars': Five auto insights investors should know from top BofA analyst cnb.cx/43NSj5M
I kind of miss in-person annual shareholder meetings. It was a love/hate relationship covering them but way more interesting with a live audience/shareholders. (Monitoring GM’s and just not the same).

Ford reports 16% sales increase in May amid employee pricing, tariffs cnb.cx/4krFuFF
Jeep reveals new Cherokee SUV, confirms hybrid model cnb.cx/43QZueS
Updated with intrnal memo to employees from Filosa: Auto giant Stellantis appoints Antonio Filosa as new CEO cnb.cx/3Hgrj7B
Toyota plans to increase PHEVs from 2.4% last year to roughly 20% of its U.S. sales volume by 2030, according to company sources who were not allowed to speak publicly on the matter.cnb.cx/3ZDIIgF
Toyota redesigns 2026 RAV4 SUV to be hybrid-only cnbc.com/2025/05/20/toy…
Toyota, Honda and General Motors all raise their scores while Nissan, Ford and Stellantis again decline in Plante Moran’s 25th annual North American Automotive OEM-Supplier Working Relations Index (WRI) Study that evaluates relations between the Detroit Three automakers and their…
Here at Toyota’s U.S. HQ for the first time. Really nice campus.



