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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.

How Indy 500's JR Hildebrand made an emergency pitstop in Goodland, Kansas

INDIANAPOLIS, In. – Race driver JR Hildebrand is an Indianapolis 500 celebrity, but last week on his way to Indy he was just another repair job at AlexÂ’s Radiator and Auto Repair in Goodland, Kansas. Well, not just any repair job. Hildebrand, a true car guy whoÂ’s just as comfortable driving his bagged 1960 Cadillac Coupe de Ville as he is a 230-mile-per-hour Dallara IndyCar, decided to pull the grand old ride out of storage in Boulder, Colorado, and cruise 1,100 miles to Indianapolis Motor Speedway. At 33, Hildebrand loves the classics, especially cruising in a ride nearly twice his age. It helps him separate from the pull of Twitter, Instagram and text messages before two weeks of foot-to-the-floor stress. Interstate 70 would be his perfect world. Except Â…           View this post on Instagram                       A post shared by JR Hildebrand (@jrhildebrand) “It was highly eventful for the first 300 miles,” said Hildebrand, who is practicing this week for his 11th start in the 500 on May 30.  The Caddy, a 390-powered pink beauty he calls Rosie, “had been sitting for a year, but it fired right up” and cruised just fine early in the trip. But as it approached the Colorado-Kansas state line, the suspension's airbag controller started flickering, the windows were slow to roll up, the gas gauge didnÂ’t work and the engine started to stumble. “IÂ’m thinking maybe IÂ’m only getting seven miles per gallon and IÂ’m out of gas,” Hildebrand said. “So I peeled off, ran a light and got to a gas station. It only took 12 1/2 gallons and was dead. ItÂ’s pretty unlikely that the collector in the fuel tank was leaving six gallons in this thing. I took a jump, and once I got it fired up, I got it back on the road and it ran fine for another 40 or 50 miles, and then the same thing started to happen. I pulled in and got another jump." (His wife Kristin was following behind in their Subaru, along with their dog). He stopped in Goodland and bought a new battery, “figuring the battery was toast at that point, whether that was the problem or not,” he said. “They did their diagnostics thing at the parts store, and it wasnÂ’t totally clear what was wrong.” Assuming the problem was somewhere in the charging system, he headed toward a nearby NAPA only to find it was closed. Along the way, though, he noticed AlexÂ’s Radiator and Auto Repair.

Cadillac: The standard of what?

Cadillac's tagline "Standard of the World" goes back to 1908 when it won the Dewar Trophy. While you might think that the moniker and the trophy have something to do with a feat of racing and daring-do against a cadre of British, French, and German marques, it's nothing of the sort. Rather, Cadillac achieved the trophy because of interchangeable parts. The parts they were producing back then were so well-made that Henry Leland, who established Cadillac, was able to disassemble three Model Ks, mix up the parts, and then put together three functioning cars. This amazed the Brits who handed him the trophy, and the "Standard of the World" was born. During the past several months, Cadillac has been producing news releases that would seem as though the company is the Standard of the World: "Cadillac Global Sales Rise 44.2 percent in January ... 18 percent in February ... 22.1 percent in March. . .40.9 percent in April ... 33.8 percent in May ... 7.2 percent in June." Like the Dewar Trophy being about manufacturing not performance, things are not necessarily what they seem. That is, Cadillac's growth is predicated on performance in China, not in the US. Through June, its China sales are 80,357 vehicles for the first five months of 2017, versus 72,073 in the US. The China number is a 75.4-percent year-over-year increase while the US number is a 1.6-percent decrease. For the entire globe, Cadillac has sold 164,174 vehicles. Of them, 65,250 were the XT5. That was followed by the ATS, at 34,277 units. In the US, the XT5 is doing reasonably well, as it has moved 29,798 units during the first six months. The ATS, conversely, is doing not particularly well, as it is down 26.2 percent with sales at just 7,209 for the year so far. To put that into some sort of context, know that Cadillac has sold 7,370 copies of the generally derided XTS, which is down 24.7 percent. The CTS is down 36 percent at 5,059 units, and the only other car in the lineup (we'll pretend that the ELR doesn't exist anymore and it shortly won't), the CT6 sedan, is up 172.7 percent – but they have sold only 5,397 CT6s. While Caddy talks a good game about competing with the likes of the BMW 5 Series and the Mercedes E-Class, know that those two sedans have been sold 17,036 and 20,783 times this year in the US respectively. So what is Cadillac chief Johan de Nysschen to do? According to Reuters, it is to cull the lineup.