BMW of North America CEO Sebastian Mackensen joins Daily Drive from Spartanburg, S.C., to talk about the redesigned X5 and why he’s aiming for a fourth consecutive U.S. retail sales record. New-vehicle prices hit a record high. Plus, General Motors rolls out a first-of-its-kind automation scorecard for its suppliers.

JD Power’s Tyson Jominy makes the case that the auto industry is more profitable today selling fewer vehicles than it was at its peak and why the biggest threat is the temptation to forget that lesson. USMCA review talks officially get underway Wednesday. Plus, Jeep maps out a China-assisted comeback in Europe.

Texas 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.

Kearney 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.

Automotive 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.

Cox 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.

The 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.

Honda 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.