OEM News

Reporting on the major automakers — production decisions, executive changes, plant openings and closings, supplier relationships, the corporate-side news that shapes what shows up in dealer lots two years later.

3 articles

OEM News

The Truck Pricing Discipline That Held Up: Why Pickups Have Been the Industry's Outlier

The pricing discipline in the full-size pickup segment has held up better than essentially any other segment of the U.S. vehicle market…

Daniel Werner May 11, 2026 8 min read

OEM News

The Mid-Cycle Refresh Calendar Is Slipping: What That Tells Us About the Industry

The mid-cycle refresh schedule that auto manufacturers have followed for decades has been slipping noticeably across multiple brands over the past two…

Daniel Werner May 11, 2026 7 min read

OEM News

Ford's Production-Cut Memo: What Suppliers Are Actually Hearing

The production adjustments Ford announced this quarter were framed as routine inventory management. What the supplier base is hearing privately is a…

Daniel Werner May 11, 2026 6 min read