AD #2547 – Tariffs Could Keep Polestar Out of the U.S., Why the Japanese Are Leaving the UK, New Hyundai Sonata Revealed

March 7th, 2019 at 11:43am

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Listen to “AD #2547 – Tariffs Could Keep Polestar Out of the U.S., Why the Japanese Are Leaving the UK, New Hyundai Sonata Revealed” on Spreaker.

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Runtime: 7:15

0:07 Tariffs Could Keep Polestar Out of the U.S.
0:52 EPA Releases 2017 Fleet Fuel Economy
2:42 Why the Japanese Automakers Are Leaving the UK
3:42 Plug-In Trucks Can Have a Big Impact
4:51 Rolls Royce Can’t Build SUVs Fast Enough
5:28 New Mazda CX-30 Fits Between CX-3 & CX-5
6:13 New Hyundai Sonata Revealed

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55 Comments to “AD #2547 – Tariffs Could Keep Polestar Out of the U.S., Why the Japanese Are Leaving the UK, New Hyundai Sonata Revealed”

  1. Larry D. Says:

    Lots of news today, some utterly insignificant (Like this loser Polestar Chinese Volvo AGAIN) some more interesting.

    a. VOlvo has 0.5% market share in the US and it has been in a COMA, not rising, for years. YET every damned day there is some sad story about these losers. Frankly, while I admire their PR and Press person, I am sick and tired of any more VOlvo-Polestar News and their CHinese Geely owners.

    b. The utterly incompetent EPA released the… 2017 fleet data???? It is March 2019 already. The incompetents should have released the 2018 data, which should have shown a HUGE additional improvement, given that in 2017, EVs sold less than 200,000 units in the US, while in 2018, close to 400,000.

    c. The incompetents in Brussels have shot themselves in the foot. Unless Toyota and Honda get greedy and price their excellent products way above the 100% junk the Renaults and the Fiats of Europe make (with the possible exception of VW), they will conquer the Euro market like they did the US market in the 80s and 90s.

    d. Plug-in trucks, the benefits are obvious, but nobody will buy them if their PRICE is way too high, as used to be the DIESEL option for pickups for DECADES.

    e. RR can’t build the SUVs enough because they had very low EXPECTATIONS. So instead of bragging about it, they should fire their demand forecasters. Surprised? And while $300k is not cheap, it is almost Half the price of a Phantom with a few options. This is 100% the opposite of mainstream brands, which can sell their SUVs for much MORE than their cars, and not vice versa!!!

    BTW the RR Cullinan SUV has been given the thumbs down by RR enthusiasts. It looks really plain and far less elegant than any other RR Product.

    Finally, Mazda, SOnata. Ask me if I care about these two utter losers.

  2. Bradley Says:

    That Sonata looks great. It reminds me of a luxury brand styling.

  3. GM Veteran Says:

    Consumers may get a nasty surprise when they go to insure their new Sonata. Those lights that run into the hood and trucklid will drive up repair costs significantly. Very nice looking sedan though!

    Seems as though the EPA should let the automakers worry about whether they can meet the mileage requirements or not. The Trump Administration and its EPA Administrator seem like they will do whatever they want to, regardless of input from experts or even OEM executives. Reminds me of the ostrich that sticks its head in the sand.

  4. Larry D. Says:

    PS 1 As far as the mid-engine Corvette, of course I am very interested to learn about it, IF anybody KNOWS anything about it, which I doubt, as GM should have imposed a news embargo until they themselves unveil it at the time and location of their choice. SO I expect the first half of AAH to be speculation, and the second half the usual interesting general discussion.

  5. Buzzerd Says:

    @1 So have you compiled a report on fleet data before or worked for the EPA?

  6. Buzzerd Says:

    Someone needs to grown a spine in the UK, show some leadership and axe this Brexit deal or lack there of.

  7. Larry D. Says:

    5 “so” does not follow from anything I said. It is COMMON SENSE. OK?

  8. Larry D. Says:

    6 It’s not easy. They had a referendum and the British People voted for BREXIT. How can they disregard it? It would be PROFOUND CONTEMPT for the will of their own people.

  9. Kit Gerhart Says:

    What a Brexit mess in the UK, and I’m not surprised. If MINI leaves the UK, they will probably just shut down the brand. The UK has been MIN’s biggest market the last year or two, no doubt because the cars are still a little British, even though the company is BMW. I suspect that would change if the cars are made in Slovakia, or wherever they might move production.

    Rolls-Royce and Bentley will probably stay in the UK. When you are selling cost-no-object vehicles, the extra expense of getting parts to the factories, and in some cases, the cars to the customers won’t really matter.

  10. Larry D. Says:

    9 Nobody would buy a Bentley and especially a Rolls if it was made in Germany, or, much worse, CHINA like the loser Polestar.

    BTW, instead of Whining, VOLVO-Geely_polestar should do exactly what TESLA is doing:

    If the above losers want to sell their EVs in the US without tariffs, they should BUILD THEM HERE, as TESLA was forced to do and in a few months its CHINA factory will be ready, a HUGE plant which will allow it to price the model 3 quite competitively there.

  11. Buzzerd Says:

    @7, so you really have no idea what you’re talking about when calling them incompetent. Got it.

  12. ChuckGrenci Says:

    If you want the latest rumors, detail or speculations on the C8 you can peruse the website forum that is:

    Oh yeah, it’s coming

  13. Buzzerd Says:

    @8, sometimes leaders need to lead and do what’s right for the people and country. It was very stupid to ask people a complex question like that knowing that the majority of people will not have understand the situation in the slightest.

  14. Kit Gerhart Says:

    8 If they re-voted, they would probably stay in the EU, but that doesn’t seem to be much of an option.

    4 Some people, those working on the car, would know quite a lot about the C8 Corvette, but probably aren’t supposed to let much information out. Today’s AAH will be interesting, but yeah, it will be speculation, or if accurate, we’ll have no way of knowing. I won’t be buying one, even in the unlikely event that the price is not much higher than the C7. We can be pretty sure that there will be “issues” with a car so different from previous Corvettes.

  15. Larry D. Says:

    13 if you believe in Democracy, the Rule of the People, NOTHING is as powerful and important than the results of a DIRECT vote by all people, ie a REFERENDUM. There is a HUGE SCANDAL if these insignificant and corrupt politicians Disregard the WILL of the PEOPLE and ignore the clear results of that referendum. Britain is not North Korea.

  16. Buzzerd Says:

    Do ever get tired of the hyperbole ? cause I do.

  17. JWH Says:

    C8 Mid-Engine Corvette – While very interested in this, I will believe it when it actually happens. Many years ago I ran many engine cooling & HVAC developmental tests on mid-engine Corvette prototype that had vehicle numbers indicating they were slated for 1971 model year. Don’t believe they quite made it into production.

  18. Kit Gerhart Says:

    10 Yeah, no one would buy a Rolls or Bentley made in China, except the Chinese. As far as a Bentley made in Germany, I doubt that would be a problem to most Bentley buyers, especially the Continental coupe and convertible buyers.

    Yeah, there is no way Rolls can build anywhere other than Britain, except maybe that truck thing that is selling so well. They did build cars in Springfield, Massachusetts for a while, but that was a long time ago, in the 1920s.

  19. Kit Gerhart Says:

    17 The mid-engine Corvette just got delayed a little.

  20. Larry D. Says:

    11 you got NOTHING. It’s a waste of time to REPEAT my Crystal Clear post, with ACTUAL DATA from 2018, NOT 2017, to you, but here is a cut and paste. I’m sure the rest here WILL get it.

    “…b. The utterly incompetent EPA released the… 2017 fleet data???? It is March 2019 already. The incompetents should have released the 2018 data, which should have shown a HUGE additional improvement, given that in 2017, EVs sold less than 200,000 units in the US, while in 2018, close to 400,000….”

    Most Industries publish DETAILED 2018 Data early or at best in mid-2019. NOT 2020. Got it, Buzzerd? (sure you do)

  21. Drew Says:

    Is someone too “wired” today. Try decaf.

  22. JWH Says:

    Larry D – Please advise the link for your blog or show so many of us can insure we don’t go there.

    Thanks & have a good day.

  23. FSTFWRD Says:

    @16,21 Yes, Yes, Yes.

  24. Kevin A Says:

    Larry, You misunderstand Brexit. Much less than 100% of the population voted and the results were very evenly split, but 100% of the population IS effected by the results. Asking “are you sure” is not an insult to the voting public.
    I would expect Americans to understand that, since you had EXACTLY the same thing happen in the last presidential election. Many Americans have told me they regret not voting in that one, or voting for a candidate they did not think could win as a ‘protest’.

  25. Larry D. Says:

    Now here are some really important news, maybe Sean will talk about them in tomorrow’s show. The news show what happens if you do not EMULATE the best Automakers in the world, ie TOYOTA, and follow the principles of LEAN Manufacturing. What happens is you are stuck with $140,000,000,000 (right. 140 BILLION) of inventory, or 4,000,000 vehicles sitting on their fat posteriors and doing NOTHING for their automakers and/or dealers. You don’t need an MBA to calculate, in one line of arithmetic, the BILLIONS these groups LOSE from THIS fiasco.

    From the Detroit News (or Detroit Free press)

    “…New vehicles are piling up on U.S. car dealer lots, creating concern just as sales are expected to sputter.

    The inventory of unsold new cars on dealer lots rose 2.1 percent last month, setting an all-time February high, a top industry analyst said in a research note this week.

    That total of 4 million new vehicles in U.S. stock is a 21-month high, Morgan Stanley’s equity analyst Adam Jonas wrote.

    In dollar terms, it’s about $140 billion in inventory, Jonas wrote…”

    Now this is 1,000 times more important than any news from VOLVO, Polestar, or Mitsu for that matter.

  26. Larry D. Says:

    25 PS Warning: Next time some genius who is 40 years out of date tells us that the “optimal” inventory is 60 days worth of sales, I will scream. I will. Because 30 years ago or more, TOYOTA PROVED that they can make many times as much profits by LEAN manufacturing and 20-40 days of inventory ONLY. The 60 days may have cut it in the 60s, but is obsolete now. Wise up everybody.

  27. Drew Says:

    I believe a relationship exists between optimal days’ supply and preferable build combinations. 40+ years ago, a 60 day supply may have been necessary to satisfy the diversity of offerings within a nameplate.

    With fewer orderable/build combinations, a high day supply will yield redundant vehicles in a dealer’s inventory. Plus, OEMs have inventory systems today that let dealers trade units.

    Consequently, I believe a more sane inventory level should be about 40-45 days. An exception can be made when a nameplate is undergoing a major changeover with a commensurate lapse in production

  28. G.A.Branigan Says:

    Maybe the reason the stockpiles of new cars isn’t moving is because everything on wheels now is stupid expensive. Cars-trucks-motorcycles are so far overpriced it’s ridiculous.

    Obamas epa regs,give me a break. His ‘experts’ have been proven wrong.Sure I do believe in clean air/water etc.

    But over regulation by over zealous ‘experts’ doesn’t get us anywhere.You greenies really think we have a ‘dirty’ country and only we can clean the world???

    Do a search on current pollution in say india,pakistan,malaysia etc. That would be a good place to start don’t you think?

    We have come a long way in ‘cleaning up’ our country. But the rest of the world needs to at least,catch up to we have done before hammering us with more very expensive regs.

  29. G.A.Branigan Says:

    Oh yeah,I forgot to add in china…

  30. Kit Gerhart Says:

    27 Forty years ago, when there were millions of build combinations, a lot of people factory ordered cars. Now that there is about no choice with most vehicles, except color, few order any more. Specialty cars like Corvette and Challenger are somewhat of an exception. Also, people order MINIs and Porsches to get what they want, but you have about a 4 month wait.

    I was never crazy about the “dealer trade” thing. They want to sell me a used car at full price, while if I want to sell my used car, even with very low mileage, I would lose thousands of dollars.

  31. Kit Gerhart Says:

    28 At one time, the US set an example for the rest of the world, and the “developed countries,” especially in Western Europe, followed with emissions standards. To my knowledge, Europe never had fuel economy standards, but they have something that works better to encourage use of efficient vehicles, high gas taxes. Most of the countries probably use some of that money to subsidize various types of public transportation, which benefits many people.

    Things seem to have gone wrong with Europe’s encouraging use of diesel cars, though. First, there was the urban “acid rain” than was damaging buildings and monuments, because of the high sulphur fuel. They took care of that by mandating ultra low sulphur fuel, but still had/have smog problems because of the high NOx emissions of diesels, especially “cheater” diesels.


    31. The thing is…The USA is the least polluting developed country on the planet right now. Even besting europe who is in 7th or 8th place last I looked. We have more people and a larger land mass and we still best Europe by a huge margin. We are the standard of the world now….not that there is any convinicing of envrinomental zealouts in the USA of this.

  33. Lambo2015 Says:

    Could care less if polestar is sold in the us

  34. John Lockhart Says:

    I usually need to go to Twitter to experience the level of anger that is in the comments here today. I just wanted a little automotive news. Now I’m wondering if some of the manufacturers I’m interested in might be “LOSERS” as well.

  35. Kit Gerhart Says:

    I just watched AAH, and John DeLorenzo really is negative about Tesla. He thinks they are finished.

  36. Kit Gerhart Says:

    32 Huh? Yeah, it depends on what you are measuring, This is old data, but i doubt that it has changed much.

  37. G.A.Branigan Says:

    @ 31,Kit: Just what we want, higher taxes. The fuel tax as it exists,is misused. Higher fuel taxes means more money to misuse by the elected ones. Higher fuel taxes is not the answer Kit. Fiscal responsibility is.

  38. Kit Gerhart Says:

    37 Higher fuel taxes would be the most effective way to discourage people from buying obscenely big vehicles they don’t need. They would need to be raised gradually, to not hurt peoples’ finances and the industry too much, and other taxes could be lowered. Yeah, fuel tax may be “misused” in some places.

  39. ChuckGrenci Says:

    AAH, definitely worth your time if you are a Corvette fan and/or follow Peter D; John and Gary are also on-song. Some speculation but also filled with facts on the upcoming Vette and other great comments of the automotive world.
    As far as raising fuel taxes (as long as these monies are earmarked for infrastruture) this is a solid ‘vehicle’ to reduce waste, pollution and rebuild our struggling highway system. But I do agree that when you give the politicians more money, the system is ripe to be ripped off; legislation would need to be safeguarded to prevent potential waste.

  40. Albemarle Says:

    Probably safe to comment now.
    Too bad about Polestar. I have always liked the style and direction of Volvo since their resurection by Geely, regardless of their sales. Perhaps we will be getting them in Canada, but the market is so much smaller it relies on the U.S. to build shipping volume.
    Brexit is showing what happens when a manufacturing industry is built up based on export. Tarrifs change and all the rules change. I am sad about what is happening to a good country.

  41. Bob Wilson Says:

    “The Trump Administration is expected to make a decision about the standards sometime this spring.” Not ‘make a decision’ but ‘announce their decision’.

    As long as they don’t touch the CARB rules, no problem. We went through the 1980s with California compliant cars. Works for me. But if they try to kill CARB, the lawsuit will last until the threat to CARB is removed.

  42. Bob Wilson Says:

    Late thought, if other states pass anti-EV taxes, CARB could pass anti-GAS taxes. In effect making gas powered cars too expensive to register and run.

  43. Kit Gerhart Says:

    42 Interesting thought. Indiana now charges $150 extra to register an EV, and $50 extra for a hybrid. In the fee chart I saw, plug-in hybrids were not mentioned, so I don’t know which they are considered.

  44. Lambo2015 Says:

    38 Kit you constantly harp about the wasteful trucks and large SUVs and assume that people don’t need them because on occasion they drive with absolutely nothing in the bed. This is just your observation.
    The problem is those large SUVs and trucks cost so much that folks that need them only 10% of the time cannot afford to buy that 40-60K truck that will pull their camper or boat 6 weekends a summer and then let it sit the rest of the year and buy another gas sipping vehicle to drive the rest of the time. So it becomes their primary vehicle and yes “go to work” vehicle with one person and nothing in the bed.
    Raising gas taxes would not just increase revenue (to most likely be misappropriated) but it would stifle RV/boat sales and hurt the low income and retired folks that would seriously be affected by an extra $50 a month for fuel. And yes it would slow truck and SUV sales.
    You have obviously done well for yourself with two homes and multiple vehicles to choose from. Please realize not everyone is as well off and that increase you see as a minor is a major hurdle for people on a fixed income.
    Feed the machine don’t tax and regulate it.

  45. Larry D. Says:

    33 precisely. My thoughts exactly. I’m sure they will sell well in China, where the fake VOlvos are made. But even a Yugo EV would sell in China. It helps when the license fee for an ICE is $15,000 in SHanghai, while for a pure EV it is $0.00, zero.

    34 You don’t need to go to Twitter. You can go to AAH and hear it from Peter De Lorenzo when he talks about TESLA.

    35 Watched it too, and heard De Lorenzo’s blind attacks on Tesla. He is quite wrong on that, as he was wrong on other things over the years. When he started Autoextremist he was a fresh voice and he correctly criticized his own GM (his father worked At GM) and the others in Detroit. But that was 20 years ago

    As the French say, “La critique, c’est aisee, mais l’art, c’est difficile”, and you don’t need to know any French to get what it means.

  46. Larry D. Says:

    I did watch all of AAH. Re the mid-engined Corvette, my main takeway was the claim it will not be much more expensive than the current model, which is good.

    meanwhile, the new Gov of MI, a Dem woman (quite good looking too, compared to her dem colleagues, but a classic tax and spend person) is proposing a hefty , CA – like $0.45 increase to our gas tax, promising that the $will not be wasted or squandered as usual, but used to fix our disgusting roads, which are allegedly the worst of all 50 states. The tax will be imposed gradually, 15 cents a year. I’ll be surprised if it passes the MI House.

  47. Kit Gerhart Says:

    44 Yes, it’s just my “observation,” but I observe every day s3veral pickups and SUVs that NEVER tow or haul anything. They are at my condo. If someone actually needs a big vehicle 2 days a year, you can rent them.

  48. Kit Gerhart Says:

    46 A 10 cent/gallon gas tax increase recently passed in Indiana, land of Mike Pence, so I’d think that could pass in MI. Any big gas tax increase needs to be done gradually, so markets can adjust as vehicles are replaced.

  49. Larry D. Says:

    48 A Rep Governor, even with a Dem State house, can pass a gas tax much more easily than a Dem Gov with a rep house. Esp if her tax is 4.5 times his. (in 3 years). She is already backpedaling and considering worse alternatives like tolls. But I doubt they will fly either

  50. Lambo2015 Says:

    Many states could help improve their roads by requiring large trucks to only use the right lane. Not only would this improve traffic flow and safety but they could build the right lane more robust for the heavy loads.

  51. Kit Gerhart Says:

    FL is the land of toll roads, with more than 700 miles of them, along with a number of toll bridges. The tolls are more than the fuel cost of an efficient car.

  52. Larry D. Says:

    52 I always noticed that in PA, for decades when I’d drive to Wash DC, either in the 83 Pontiac 2000 (36-40 MPG) or the 1990 Accord coupe 5-sp (32-35 MPG) or even the BMW 740iL at high speeds (22-24 MPG), the cost of the tolls for the tollway was always higher than the cost of the fuel to travel the toll road. I did not have the chance to do the trip with the E 320 Diesel (EPA 37 pre-2008, probably 34-35 after) yet, but I bet it will also cost less to fuel than the tolls.

  53. Kit Gerhart Says:

    The PA Turnpike toll is now almost 14 cents/mile, about twice as much the the FL toll roads. It’s somewhat cheaper with “EZ Pass.”

  54. Brett Cammack Says:

    I’m gradually working towards accepting the fact that I am complicit in leaving future generations a smoldering hellscape of a planet thanks to my ignorant, drunken addiction to fossil fuels.

    As a species, we were too obstinate and belligerently ignorant to recognize and act upon the warnings of decades past. Now it’s too late.

  55. Scott-in-Cleveland Says:

    The Sonata looks good. I’d like to see pics of the base Sonata. They always show pics of the top trim cars.