The Gist
š® Unpredictable Predictions
2025 forecasts are here! From Steve Greenfieldās surprising takes to the teamās bold bets, the auto industryās crystal ball is in overdrive.
š³ļø GMās China Retreat: A Roadblock or U-Turn?
Western automakers are losing their grip on China, with GMās sales down 19% and Chinese brands dominating EV and hybrid sales. The writingās on the wall: adapt or exit.
š„ Jeep Drama: Should Stellantis Split?
Former Ohio dealer Bernie Moreno wants Jeep, Ram, Dodge, and Chrysler back under American ownership. Stellantis says āno thanksā while touting its U.S. legacy.
āļø Keeping It Clean: Stellantisā Snow Solution
A heated wheel-well patent could save drivers from ice-clogged misery. Practical and protective, itās a must-watch for snowy states.
š Hybrids: Chinaās EVs Get Backup
Hybrids outshine battery-only EVs in China, with BYD leading the charge. U.S. dealers should watch how hybrids bridge the electrification gap.
š Californiaās Renewable Energy Streak
100% renewable energy for 98 days in 2024? California nailed it, proving renewables and batteries can power a major economy without blackouts.
ā½ļø Mazda's Gasoline Comeback
Mazda breaks records with its gas-powered crossovers and hybrids. Balanced offerings prove thereās still life in traditional engines.
š® PokĆ©mon Goās Sneaky Map Grab
Niantic turned Pikachu chases into a massive AI mapping project. Your nostalgia powered their tech revolution, and it could reshape navigation for dealerships too.
Fuel for Thought
š® Unpredictable Predictions
As 2025 kicks off, the auto world is brimming with bold forecasts. Paul and Kyle predict shifts in EV strategies, AI-driven deal-making, and even better coffee at conferences (finally). Steve Greenfield takes it up a notch, predicting mergers between GM and Ford, VW acquiring Rivian, and BYD snapping up Stellantis. Oh, and Generation Beta? Theyāre growing up with AI and flying carsāalmost.
š³ GMās China Retreat: A Roadblock or U-Turn?

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Once thriving in China, Western automakers face significant challenges as Chinese brands dominate the market with electric vehicles (EVs) and hybrids. Hereās how this seismic shift affects U.S. car dealers:
Declining Market Share: GMās Chinese sales dropped 19% in 2024, losing $347 million in the first nine months alone. Chinese automakers now control 70% of the market, up from 38% five years ago.
The EV Boom: Chinaās rapid transition to EVs leaves foreign automakers scrambling. EVs and hybrids dominate sales, with policies encouraging local brands over Western competitors.
Exodus Concerns: Analysts predict that most Western automakers may exit China within five years. GMās joint venture with SAIC, expiring in 2027, hangs in the balance.
Global Repercussions: Losing the Chinese market could have dire long-term consequences. For U.S. dealers, it highlights the importance of staying ahead in EV and hybrid offerings.
š„ Jeep Drama: Should Stellantis Split?

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Why does Bernie Moreno want Stellantis to spin off Jeep, Ram, Dodge, and Chrysler?
Apparently, āfreedomā for these brands means ditching their European overlords. Moreno, a former Ohio dealer turned senator-elect, claims Stellantis has been a āterrible steward.ā
Is Stellantis taking this lying down?
Not quite. They boast about employing thousands in the Midwest and emphasize their 100-year U.S. legacy. Sounds like PR damage control to us.
Could Moreno actually make this happen?
Well, his alignment with the incoming Trump administration suggests a push for domestic ownership, but whether Stellantis budges is another story.
Whatās the dealer takeaway?
Even if this doesnāt pan out, it shows how politics can ripple into branding and operations. Dealers should stay alert to consumer sentiments tied to āAmerican-madeā perceptions.
āļø Keeping It Clean: Stellantisā Snow Solution

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Heated Wheel Wells: A Warm Winter Welcome
Snow-clogged wheel wells might soon be a thing of the past. Stellantis has patented a heating element to melt away ice, slush, and snow in real time. This innovation could appeal to customers in snowy regions, especially those keen on off-roading or adventure vehicles.
Practical Implications for Dealers
Beyond convenience, this tech prevents damage to brakes, suspension, and sensors, making it a potential selling point in winter package deals. Dealers in the Great Lakes and New England states should keep an eye on consumer interest in this feature.
š Hybrids: Chinaās EVs Gets Backup

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Chinaās EV market is booming, but hybrids are stealing the spotlight. Hereās what U.S. dealers can learn from the trend:
Hybrid Popularity Soars: BYD, Chinaās market leader, sold 2.5 million hybrids in 2024āoutpacing fully electric models for the first time.
Market Penetration: New energy vehicles (NEVs), including EVs and hybrids, accounted for 52.3% of car sales in November 2024, up from 36% in 2023.
Local Incentives: Cities like Beijing prioritize license plates for NEVs, pushing consumer demand.
Competitive Lessons: U.S. dealers should watch how hybrids bridge the gap for customers hesitant to go fully electric.
š Californiaās Renewable Energy Streak: Lessons for Dealers

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Breaking Records Without Blackouts
Californiaās grid ran on 100% renewable energy for 98 days in 2024, proving that wind, solar, and batteries can power a major economy reliably. Fossil fuel use dropped by 40% during this period, a testament to the stateās green energy policies.
Whatās Driving This Surge?
Solar output rose 31%, wind power increased 8%, and battery storage skyrocketed by 105%. The ability to store and redistribute energy overnight was a game-changer, showing that renewables can match demand with supply more efficiently.
Implications for Auto Dealers
This shift underscores the growing appeal of EVs and hybrids, especially in states pushing for green energy adoption. Dealers can capitalize on these trends by emphasizing the environmental and economic benefits of EV ownership.
ā½ Mazda's Gasoline Comeback: Breaking Records in a Hybrid World

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Gas-Powered Glory: Mazdaās Record Year
While many automakers are leaning heavily into EVs, Mazda is smashing records with its gas-powered vehicles. The brand expects to sell 420,000 vehicles in 2024āa 16% increaseāand aims for 450,000 in 2025. Its success lies in strong crossover sales and a hybrid strategy thatās easing into electrification without rushing.
What This Means for U.S. Dealers
Mazdaās cautious approach to electrification resonates with traditional buyers wary of fully electric options. For U.S. dealerships, this shows the value of offering a balanced lineup that includes gas-powered, hybrid, and eventual EV models to cater to diverse customer preferences.
š® PokĆ©mon Goās Sneaky Map Grab: AIās Real MVP?

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Wait, PokĆ©mon Go wasnāt just about catching Pikachu?
Nope. Niantic wasnāt just building nostalgiaāit was building an AI-powered navigation empire by crowdsourcing data from millions of players. Turns out, your Charmander chase helped map out streets, parks, and even church backyards.
Why does Niantic need my local park scanned 10,000 times?
Because the more images they gather, the better their 3D map becomes. Nianticās Visual Positioning System now powers AR apps, autonomous navigation, and who knowsāmaybe a future where your phone can actually tell you where to stand in line at Starbucks.
Should we be worried about this tech takeover?
Not unless you mind training "50 million neural networks" with your free labor. Nianticās scanning system could revolutionize navigation and AR, but it also raises questions about privacy and data ownership. Dealers, take note: location-based tech could shape how customers shop, even in your showroom.


