Automotive 21 February 2026 - 5 March 2026

Motorcar Parts Shares Head for Key Test After Uneventful Rebound

Motorcar Parts Shares Head for Key Test After Uneventful Rebound

Motorcar Parts of America Inc. ticked up over the holiday-shortened week, giving shares some traction ahead of CEO Selwyn Joffe’s upcoming appearance at Oppenheimer’s virtual consumer conference. The company said Thursday that Joffe will join a fireside chat June 9 at 11:15 a.m. Eastern. Timing is key here. Motorcar Parts, which sells aftermarket automotive parts, wants investors to see its weak fiscal third quarter as the result of a short-term slowdown from one big customer. The company says the problem isn’t a sign of broader demand trouble.
May 30, 2026
Tesla’s UK sales drop 37% as BYD gains ground, putting March in focus

Tesla’s UK sales drop 37% as BYD gains ground, putting March in focus

Industry data showed Tesla registered 2,422 cars in the UK this February—a 37% slide year-on-year—even as BYD, the Chinese competitor, surged 83% on the same metric. But a Tesla spokesperson pushed back, saying, “Tesla monthly registration figures are not an accurate reflection of sales or orders taken,” emphasizing that quarterly numbers tell a more reliable story since UK deliveries come in large batches. The broader UK market moved in the opposite direction. According to SMMT, February saw new car registrations climb 7.2% to 90,100—marking the busiest February since 2004. BEV registrations inched up 2.8% to 21,840, but their market share slipped again, now at 24.2% for a second month. “All eyes are now on ‘new plate’ March,” SMMT chief executive
March 5, 2026
Tesla UK sales drop 37% as BYD narrows the gap in February

Tesla UK sales drop 37% as BYD narrows the gap in February

Tesla saw UK registrations drop 37% in February compared to last year, according to industry figures released Thursday, while Chinese EV brands—BYD at the forefront—continued to carve out a bigger foothold in Britain’s expanding plug-in segment. The slowdown stands out, given that the UK market is on the rise again. February usually tees up March, when fresh number plates often give demand a jolt. According to the Society of Motor Manufacturers and Traders, registrations were up 7.2% to 90,100. Battery-electric vehicles, which are fully electric, accounted for 24.2% of the market—a second consecutive monthly dip. “The UK’s new car market is continuing to recover and EV volumes are growing too, even if market share remains disappointing,” said SMMT chief executive
March 5, 2026
Rolls-Royce buyback rolls on: fresh share purchases and two retired U.S. generals join North America board

Rolls-Royce buyback rolls on: fresh share purchases and two retired U.S. generals join North America board

On Thursday, Rolls-Royce Holdings reported fresh buybacks from its ongoing £2.3 billion repurchase plan, picking up more shares on March 4 to cancel them. These purchases mark some of the earliest daily disclosures since the company rolled out its 2026 program with last week’s annual results, giving investors a first look at the pace of planned cash returns. Fewer shares from buybacks could push up earnings per share, assuming profits don’t slip.
March 5, 2026
Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back

Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back

An EU filing reveals Stellantis, Toyota, and Subaru have exited the Tesla-led carbon-credit pool for 2026—unlike last year, when all three participated. The European Commission has eased its stricter fleet emissions rules, now allowing automakers to average out emissions across 2025-2027 instead of focusing only on the end of 2025. The absence of those names is significant—pooling often costs less than racking up EU penalties, and for automakers buying into a cleaner fleet, it shows up as a straight expense. For Tesla, fewer buyers for its regulatory credits puts more pressure on the automaker, especially with demand fluctuating and competition intensifying in Europe.
March 4, 2026
Nio orders hit 2026 high after March promos, Deutsche Bank says — but wait times shrink

Nio orders hit 2026 high after March promos, Deutsche Bank says — but wait times shrink

Nio’s latest orders climbed to about 3,500 units in early March, the most in any week so far this year, Deutsche Bank analyst Wang Bin’s team wrote Wednesday, citing dealer checks. Notably, Nio is leaning harder into promotions as it tries to boost demand in China’s crowded EV market—a space now marked by regular price wars. What investors want now is evidence that these deals are actually drawing committed buyers, not just driving up foot traffic in showrooms.
March 4, 2026
Ford stock in focus before the open after Explorer recall and a fresh insider filing

Ford stock in focus before the open after Explorer recall and a fresh insider filing

New York, February 24, 2026, 06:13 EST — Premarket Ford Motor shares caught renewed attention early Tuesday after U.S. auto safety officials said the automaker is set to recall 412,774 Explorer SUVs. The issue: a problem with the rear suspension toe-link, which could break and cause drivers to lose steering control. The National Highway Traffic Safety Administration separately flagged an additional 40,655 Ford vehicles headed for recalls over unrelated battery and brake pedal problems.
February 24, 2026