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GM might lose 90-year U.S. sales crown over chip shortage

Automotive News editor Nick Bunkley tweeted on October 1 that according to AutoNews data, General Motors "has been the largest seller of vehicles in the U.S. every year since passing Ford in 1931." With automakers having turned in light car and truck sales data for the first three quarters of 2021, GM's 90-year-run might not reach 91. According to AN figures, Toyota was 80,401 vehicles ahead when the October workday started. Worse, GM is so far behind its historic pace that it might only sell enough light vehicles in the U.S. to match its numbers from 1958.  Meanwhile, the New York Times put a few more salient numbers to the pain GM and Toyota are enduring alongside the the rest of the industry. GM sold 33% fewer cars in Q3 2021 than it did in Q3 2019 during the dark days of the pandemic, 446,997 units this year as opposed to 665,192 last year. GM's Q3 2020 was only down 13% on Q3 2019. Over at Toyota, the bottom line showed a 1% gain in Q3 2021 compared to 2020, with 566,005 units moved off dealer lots. The finer numbers show two steps forward and one step back, though; Toyota's September sales were down 22% compared to last year.  GM remains optimistic about what's ahead, GM's president of North American operations telling the NYT, "We look forward to a more stable operating environment through the fall." We'd like to see that happen, but we don't know how it happens. The chip shortage said to have been the inciting incident for the current woes isn't over, and not only can no one agree when it will be over, the automakers, chip producers, and U.S. government still can't get on the same page about who needs what and when. Looking away from that for a second shows articles about "No End In Sight" for supply chain disruptions in early September, before China had to start working through power supply constraints, global supply chain workers started warning of a "system collapse," and roughly 500,000 containers sat waiting to be unloaded at Southern California ports — a record number seemingly broken every week. And back to chips, we're told just a few days ago the chip shortage is "worse than we thought."   For now, the NYT wrote that GM dealer inventory is down 40% from June to roughly 129,000 vehicles, and down 84% from the days when dealers would cumulatively keep about 800,000 light vehicles in stock. However, GM just announced it would have almost all of its U.S. facilities back online next week, although some would run at partial capacity.

Lexus takes aim at electric vehicles, again

Lexus is once again taking aim at plug-in vehicles by emphasizing the perceived challenges of recharging batteries, rather than simply filling up with gas or hydrogen. Only this time, Toyota's luxury division appears to be zigging while everyone else is zagging. Of course, the nameplate can use all the help it can get when it comes to hybrid sales. First highlighted by Green Car Reports, Lexus has added a banner to the website of its hybrid vehicles that says "Always Charged. Always Ready." That's a not-so-veiled shot at plug-in vehicles, a sector where Toyota has minimal exposure. Lexus also notes of its hybrid vehicles that there's "nothing to plug in." Of course, there may be sour grapes at play. Through September, sales of its five hybrid models in the US dropped 17 percent from a year earlier to about 21,500 units, and September was particularly tough as hybrid sales plunged 34 percent to almost 1,800 units. Even so, the third quarter likely represented a record when it came to plug-in vehicle sales. We say "likely" because Tesla doesn't break out its US sales, and not all automakers disclose sales of their plug-ins. We calculate that sales for the quarter were at about 36,000 vehicles, up 38 percent from a year earlier. For now, Lexus doesn't sell a fuel-cell model, though it may sell a fuel-cell version of the Lexus LS full-size sedan. Toyota, of course, offers the Mirai, which has moved about 710 units this year. Lexus has gone down this proverbial road before. In 2014, the brand unveiled a similar campaign that highlighted how long it took to recharge EVs, and was ultimately taken to task by electric-vehicle advocates Plug-In America. Lexus apologized for offending anyone and said it'd review content related to hybrid advertising. Doesn't seem like an apology is in order this time out, but that doesn't mean that it's a good strategy. Related Video: Featured Gallery 2018 Lexus LC 500h View 40 Photos News Source: Green Car Reports Green Marketing/Advertising Recalls Lexus Toyota Hybrid

Volvo S90 Recharge, Lexus RX 350 and spring beer picks | Autoblog Podcast #679

In this episode of the Autoblog Podcast, Editor-in-Chief Greg Migliore is joined by Consumer Editor Jeremy Korzeniewski. They start off discussing the Volvo S90 Recharge and wonder out loud why the brand's plug-in technology isn't also offered with a wagon body style. They then discuss the Lexus RX350 and why it's likely an ideal premium crossover for a large percentage of buyers. From there, Greg and Jeremy cover some recent news items, including the current state of BMW's coupes and rumors that Toyota's next Land Cruiser will lose its V8 engine in favor of a turbocharged V6. Then it's time to go over some of our current favorite spring beers before turning to the mailbag and spending some listener's money. Autoblog Podcast #679 Get The Podcast iTunes – Subscribe to the Autoblog Podcast in iTunes RSS – Add the Autoblog Podcast feed to your RSS aggregator MP3 – Download the MP3 directly Rundown Cars we're driving 2021 Volvo S90 Recharge 2021 Lexus RX 350 News BMW 2 Series preview Land Cruiser powertrain rumors Spring beers Mailbag Spend My Money Feedback Email – Podcast@Autoblog.com Review the show on iTunes Autoblog is now live on your smart speakers and voice assistants with the audio Autoblog Daily Digest. Say “Hey Google, play the news from Autoblog” or "Alexa, open Autoblog" to get your favorite car website in audio form every day. A narrator will take you through the biggest stories or break down one of our comprehensive test drives. Related Video: