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Episode · Monday, September 28, 2026 · 4:18

German Plants, A Recall Wave, One CEO's Ranger

Three German manufacturers now point to the same number: Volkswagen's profit margin is heading toward one percent. MotorBiscuit and CarBuzz report plant closures under discussion at two of them, driven by pressure from Chinese exporters. Elsewhere on the wire, a steering recall spans two continents, Ford halts its best-selling truck over a parts problem, and Crowe puts a price on Toyota's automation bet. Ford signs a comedian for its service ads, Stellantis's Brampton standoff runs on, and California moves on how insurers price unmarried drivers. None of it resolves by air time, and the figures involved, from four million recalled vehicles to a six billion dollar automation estimate, are the kind that move a Monday morning meeting.

In this episode

Questions from this episode

How many vehicles are affected by the Volkswagen and Audi steering recall?

Volkswagen and Audi are recalling more than 200,000 SUVs in the United States over a possible steering failure, while the global count for the same defect is put at 4 million vehicles.

Why did Ford halt production of its best-selling truck?

Ford halted production of the new Ranger over a black-screen fault traced to potentially counterfeit capacitors, prompting the recall.

How much could Toyota's move to factory automation cost per year?

An estimate from Crowe puts the cost of Toyota's move to factory automation at $6.4 billion a year, starting in 2028, with the estimate covering plant conversion only and not tooling or headcount changes.

Why are German automakers considering plant closures?

Mercedes-Benz has warned two of its plants could close as Volkswagen's own profit margin heads toward one percent, and a third German automaker is weighing plant closures, with all three citing margin compression driven by China's export push into markets they used to hold outright.

Who has been appointed president and CEO of Volvo Cars?

Klaus Zellmer has been appointed president and chief executive of Volvo Cars.

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