AD #4228 - Stellantis Abandons Tavares’ EV Goals with Massive $26B Write-Off; The Race to Purge Chinese Code Ahead of March Ban; Did Jim Farley Just Tease Ford’s "Cybertruck" Gigacastings?
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AD #4228 - Stellantis Abandons Tavares’ EV Goals with Massive $26B Write-Off; The Race to Purge Chinese Code Ahead of March Ban; Did Jim Farley Just Tease Ford’s "Cybertruck" Gigacastings?

10:09 Feb 6, 2026
About this episode
- Dividend Cancelled: Stellantis Resets as EV Strategy Crumbles - Stellantis Abandons Tavares’ EV Goals with Massive $26B Write-Off - EV Write-Offs Now Bigger Than the GDP of Entire Countries - BYD’s $60 Billion Wipeout: Is the Chinese EV Profit Engine Stalling? - U.S. Rare Earth Revolution: Recovering Metals from Mining Waste - The Race to Purge Chinese Code: Automakers Scramble Ahead of March Ban - Tesla’s China Pivot: Training AI Locally Despite U.S. Tech Restrictions - Toyota Leadership Shakeup: Koji Sato Moves to New "Chief Industry" Role - Fixing the Tech Shortage: Ford and NADA Launch Apprenticeship Program - Ford’s Universal Platform Peek: New Gigacastings To Replace 146 Parts
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