Auto & Energy

Auto & Energy is a data page on the Companies desk of Glassbox Auditing. The automotive, EV and gasoline ecosystem from mines to dealers: carmakers, battery makers, charging networks, refiners and fuel retailers, with their valuations, recalls and charging footprint. Cars and fuel are among the largest purchases households make, so this group's prices and output reach consumer spending, inflation and jobs.

Last updated: 7 Nov 2026.

What is on this page today?

Lucid, Rivian, Tesla rate only battery-electric 2026 models; Volkswagen Group is next, with 38% of its 118 rated models — Median EV range 294 miles · Next: BMW 31% · Model year 2026; each configuration counts as a model, not sales (EPA and U.S. Department of Energy (fueleconomy.gov), 7 Nov 2026)
ChargePoint Network has the most public charging stations of the listed companies' networks: 53,059 — 5,427 DC fast ports, 87,810 Level 2 ports · Next: Blink Network 5,844, Tesla Destination 4,331 · Change since 27 Sep, when this terminal's daily record began (U.S. Department of Energy (Alternative Fuels Data Center), 6 Nov 2026) CHPT
Hyundai Motor America recalls 37,901 vehicles: air bags: air bag/restraint control module:software — campaign 26V728000 (NHTSA, 1 Nov 2026) 005380.KS
General Motors, LLC recalls 67,380 vehicles: service brakes, hydraulic:antilock/traction control/electronic limited slip:control unit/module — campaign 26V717000 (NHTSA, 28 Oct 2026) GM
General Motors, LLC recalls 12,715 vehicles: steering — campaign 26V718000 (NHTSA, 28 Oct 2026) GM
Honda and Tesla: 100% of NHTSA-rated vehicles earn 5 stars overall, the most of 9 tracked makers — Next: Volkswagen Group 92%, General Motors 90% · Model years 2025-2026 · Not every vehicle is tested every year (NHTSA (NCAP 5-star ratings), 27 Oct 2026)
Ford filed 146 vehicle recall campaigns in 2025, +84 on 2024 — Average 44 a year since 2010 · 12,914,776 vehicles potentially affected · 10 do-not-drive advisories in 5 years · A recall is a fix being offered, not proof of a crash (NHTSA, 30 Dec 2025) F
Stellantis filed 41 vehicle recall campaigns in 2025, -19 on 2024 — Average 34 a year since 2010 · 2,692,665 vehicles potentially affected · 1 do-not-drive advisories in 5 years · A recall is a fix being offered, not proof of a crash (NHTSA, 30 Dec 2025) STLA
Hyundai Motor Group filed 34 vehicle recall campaigns in 2025, -11 on 2024 — Average 24 a year since 2010 · 2,059,222 vehicles potentially affected · 4 do-not-drive advisories in 5 years · A recall is a fix being offered, not proof of a crash (NHTSA, 30 Dec 2025) 005380.KS
Volkswagen Group filed 34 vehicle recall campaigns in 2025, +3 on 2024 — Average 28 a year since 2010 · 1,212,591 vehicles potentially affected · 6 do-not-drive advisories in 5 years · A recall is a fix being offered, not proof of a crash (NHTSA, 30 Dec 2025) VOW3.DE
General Motors filed 28 vehicle recall campaigns in 2025, -4 on 2024 — Average 30 a year since 2010 · 1,079,437 vehicles potentially affected · 2 do-not-drive advisories in 5 years · A recall is a fix being offered, not proof of a crash (NHTSA, 30 Dec 2025) GM

Where does the data come from?

Items on this page come from EPA and U.S. Department of Energy (fueleconomy.gov); U.S. Department of Energy (Alternative Fuels Data Center); NHTSA; NHTSA (NCAP 5-star ratings). Each item links to its own source. All sources, how items are checked.

What does this page lead to?

Fuel & Charging (Domestic Intelligence): Charging networks and carmakers on this page build the chargers Fuel & Charging counts, and the refiners and fuel retailers here earn the margin between crude and the pump. (moves the same way; months; sector scale) Source: AFDC station locator (EV charging stations, ports and listed prices).
Lithium (Macro): Battery and EV makers are the main buyers of lithium carbonate and hydroxide, so their production plans set U.S. import demand. (moves the same way; months; sector scale) Source: U.S. Census Bureau international trade: imports of lithium carbonate (HS 2836.91) and lithium oxide and hydroxide (HS 2825.20) by month and country.
Business Activity (Macro): Motor vehicles and parts are among the largest categories of durable-goods orders and retail sales, so carmakers' output swings those Census reports. (moves the same way; months; economy scale) Source: U.S. Census Bureau Economic Indicators (retail, durable goods, construction, housing, business formation, inventories, trade).
Prices & Inflation (Macro): New and used vehicle prices are a large part of core goods inflation, so carmakers' pricing and incentives feed the CPI. (moves the same way; months; economy scale) Source: U.S. Bureau of Labor Statistics.
Vehicles (Domestic Intelligence): The cars these makers deliver become the registered fleet by state and fuel, so a shift in sales toward EVs shows in registrations within a year or two. (moves the same way; years; sector scale) Source: AFDC light-duty vehicle registrations by state and fuel (U.S. DOE; Experian data).
Courts & Lawsuits (Companies): Large recalls tend to be followed by product-liability and class-action suits over the same defect, and NHTSA can fine a carmaker for a late recall. (moves the same way; months; company scale) Source: NHTSA vehicle recalls (flat file).

What feeds this page?

Trade Exposure (Companies): Carmakers import parts and whole vehicles under the tariff schedule (Section 232 duties on autos and parts since 2025), so tariff changes reach their costs directly. (moves the other way; months; sector scale) Source: USITC Harmonized Tariff Schedule.
Supply Map (Companies): Carmakers' battery, chip and parts suppliers are mapped here; a production cut at one automaker reaches its suppliers' orders in the same quarter. (moves the same way; quarters; sector scale) Source: SEC EDGAR filings (10-Q/10-K text).
Vehicles (Domestic Intelligence): Electric registrations by state track demand for EV makers' cars and the batteries in them. (moves the same way; quarters; company scale) Source: AFDC light-duty vehicle registrations by state and fuel (U.S. DOE; Experian data).
Fuel & Charging (Domestic Intelligence): Higher gasoline prices widen the running-cost gap per 100 miles between gas and electric cars, which raises the appeal of EV makers' cars. (moves the same way; months; company scale) Source: EIA Gasoline and Diesel Fuel Update (weekly retail $/gallon).
Live Trains (Global Intelligence): Carloads of motor vehicles and equipment move finished cars and parts from plants, so they tend to track automakers' production and deliveries. (moves the same way; weeks; sector scale) Source: Surface Transportation Board, EP 724 rail service data (Class I railroads' weekly filings).
Commodities (Global Intelligence): Steel, aluminum and copper are large costs in a car, so higher metal prices tend to squeeze automakers' margins unless they pass them on. (moves the other way; quarters; sector scale) Source: SEC EDGAR XBRL company facts (10-Q/10-K).
Tariffs & Government (Macro): Tariffs on cars, parts and steel raise automakers' costs, since even U.S.-built cars use many imported parts, and squeeze margins unless prices rise. (moves the other way; 1-2 quarters; sector scale) Source: USITC Harmonized Tariff Schedule.
Energy & Materials (Macro): Rare-earth magnets go into EV and hybrid motors, and China refines most of them, so higher prices or Chinese export limits raise automakers' costs and delay output. (moves the other way; months; sector scale) Source: UN Comtrade (U.S. Census trade data).
Lithium (Macro): Lithium is a key battery input, so higher lithium prices raise battery and EV costs for automakers and battery makers, mostly through contracts that reset over months. (moves the other way; quarters; sector scale) Source: U.S. Census Bureau international trade: imports of lithium carbonate (HS 2836.91) and lithium oxide and hydroxide (HS 2825.20) by month and country.
Oil to Prices (Macro): Higher pump prices shift car buyers toward fuel-efficient, hybrid and electric models and away from large trucks and SUVs, changing automakers' sales mix. (either way, depending on the cause; months; sector scale) Source: EIA Gasoline and Diesel Fuel Update (weekly retail $/gallon).
Resources & Energy (World Powers): When supply from Russia or OPEC+ tightens, the price U.S. producers receive rises, and their revenue and cash flow follow. (moves the same way; months; sector scale) Source: EIA, Short-Term Energy Outlook (OPEC spare capacity, world supply and demand).

Auto & Energy

What is on this page today?

Where does the data come from?

What does this page lead to?

What feeds this page?

What else is on the Companies desk?