Podcast
Automotive News Daily Drive
Hosted by Automotive News · EN
Daily Drive is a daily podcast series hosted by Kellen Walker. We speak with industry experts, insiders and Automotive News reporters about events and trends impacting and reshaping the automotive industry. Automotive News is the leading source of news, data and understanding for the auto industry's decision-makers. Learn more at autonews.com.
158episodes
Episodes
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June 29, 2026 | Texas closing in on California as largest market; Qualcomm’s Nakul Duggal
Jun 2900:18:13Tap to summarizeTexas is quietly closing in on California as the country’s largest auto market. America’s publicly traded dealer groups are going all-in on artificial intelligence, and smaller rivals are starting to feel the pressure. Plus, Qualcomm’s Nakul Duggal explains why he believes the company is on track to become the auto industry’s top silicon supplier.
Transcribe →June 28, 2026 | Bonus Episode: Who wins and loses when AI dominates the chip supply?
Jun 2800:09:50Tap to summarizeKearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
Transcribe →June 27, 2026 | Weekend Drive: Midyear market outlook; Polestar U.S. ban
Jun 2700:29:03Tap to summarizeAutomotive News journalists Larry Vellequette and Michael Martinez discuss the past week’s biggest stories, including the state of the auto market at the halfway point of 2026, analyst John Murphy’s warning about a product pipeline slowdown, Polestar dealers reacting to the U.S. ban and how Ford pulled off one of the biggest initial quality turnarounds in recent memory.
Transcribe →June 26, 2026 | Cox’s Jeremy Robb on the midyear outlook; Polestar dealers react to U.S. ban
Jun 2600:26:18Tap to summarizeCox Automotive Chief Economist Jeremy Robb joins Daily Drive to break down the state of the auto market at the halfway point of 2026. A new report says the industry’s redesign rate has fallen to roughly half its normal pace, and the window to grab market share is now. Plus, Automotive News’ Urvaksh Karkaria talks about what Polestar dealers are saying now that the brand is blocked from the U.S. market.
Transcribe →June 25, 2026 | Polestar forced out of U.S. market; Nissan’s shareholder chaos
Jun 2500:20:41Tap to summarizeThe Trump administration forces Polestar out of the U.S. market, starting with the 2027 model year. Ford pulls off a stunning quality comeback, at least for one metric. Plus, Automotive News Asia Editor Hans Greimel breaks down the discontent at Nissan’s annual shareholder meeting — from a no-confidence vote against the CEO to a motion to reinstate Carlos Ghosn.
Transcribe →June 24th, 2026 | Honda Element returns; Kearney's Kushal Fernandes on the DRAM chip crunch
Jun 2400:20:38Tap to summarizeHonda plans to revive the Element as a hybrid crossover, targeting nearly 100,000 sales in its first full year. An industry group says California could see vehicle sales halt as soon as next week. Plus, Kearney partner Kushal Fernandes explains why the DRAM chip shortage hitting automakers isn’t a typical boom-and-bust cycle — and why relief is still years away.
Transcribe →June 22nd, 2026 | Unifor-Ford contract talks begin; TomTom's Locarno Ajayi on AI mapping
Jun 2200:17:51Tap to summarizeUnifor and Ford kick off contract talks in Toronto today, the first of three negotiations with the Detroit 3 automakers this summer. Toyota’s RAV4 finds a new home in Kentucky. Plus, TomTom’s Senior Vice President Manuela Locarno Ajayi explains how artificial intelligence is delivering real-time, lane-level mapping and why it matters for the future of autonomous driving.
Transcribe →June 20th, 2026 | Weekend Drive: Shawn Fain's 2nd term bid; are dealers softening on Carvana?
Jun 2000:28:13Tap to summarizeUAW President Shawn Fain heads into a fall election facing five challengers and a federal monitor’s scrutiny. Toyota’s all-hybrid RAV4 is flying off lots faster than dealers can stock them. And Mike Stanton, CEO of the National Automobile Dealers Association, calls Carvana “part of the family.” Michael Martinez and Larry Vellequette break it all down on this edition of Weekend Drive.
Transcribe →June 19th, 2026 | Top 100 dealerships by F&I preview; what’s next for FTC’s dealership ad crackdown?
Jun 1900:25:54Tap to summarizeReporter Paige Hodder previews Automotive News’ upcoming list of the top 100 U.S. dealership groups ranked by F&I revenue. Attorneys Brooke Conkle and Chris Capurso of Troutman Pepper Locke break down the Federal Trade Commission’s warning letters to 97 dealerships and what comes next. Plus, General Motors’ Oshawa plant is set to lose the light-duty Silverado.
Transcribe →June 18th, 2026 | NADA’s Mike Stanton: Carvana now "part of the family"; Ram targets Jeep
Jun 1800:15:39Tap to summarizeNADA CEO Mike Stanton joins Automotive News from the sidelines of the Center for Automotive Research Management Briefing Seminars in Ypsilanti, Mich., to discuss the durability of the franchise system — whether it’s Chinese brands, direct-sales models such as Scout, or Carvana’s new-car push. Ram sets its sights on dethroning Jeep by 2030. Plus, Volkswagen’s CEO faces a shareholder revolt.
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