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What’s Driving the March 2026 SAAR Outlook
The March light vehicle selling rate is stabilizing near the mid-16 million range. That level is not being driven by acceleration in demand, but by a balance of offsetting macro forces. On the supportive side, financial conditions remain accommodative. The NFCI is still negative, indicating credit is available and not meaningfully restrictive. Gasoline prices are moderate relative to recent years, supporting light truck demand. Freight activity, while off its early-2025 highs
Eric Rouse
2 days ago2 min read
Why Consumers Are More Practical About Autonomy Than We Think
We spend a lot of time debating how advanced autonomous driving really is. Consumers are having a different conversation. If you spend any time reading comments on videos, Reddit threads, or social posts about L3 and L4 autonomy, a few themes show up again and again. And they’re surprisingly practical. A lot of people say some version of: “I don’t need the car to drive everywhere. Just help me with the parts I hate.” Traffic. Highway slogs. Airport runs. Long, boring stretche
Eric Rouse
Jan 282 min read
What are you willing to do to create a connection with your team?
I came across a Newsweek article about a teacher who lets his students vote on his haircut. It’s lighthearted, sure. But it stuck with me. When I trained as a Real Talk facilitator, the early learning wasn’t about outcomes or authority. It started with recognizing that the people around you are a team, made up of different backgrounds, experiences, and perspectives. From there came the power of vulnerability. Not as weakness, but as a way to build trust. And then strengthenin
Eric Rouse
Jan 281 min read
The BMW i3 Was Early. The EREV Moment Is Now.
I remember driving a BMW i3 home for the first time. It was an odd experience in the best and worst ways. The car looked strange. The tires were comically skinny, almost daring you not to push it through a corner. The interior was genuinely nice and the car felt nimble, though part of that nimbleness came from the lack of resistance those narrow wheels provided. It felt like a BMW, but also like something BMW wasn’t entirely sure how to finish. That tension defined the i3. Wh
Eric Rouse
Dec 30, 20252 min read
EVs Are Accelerating Globally—But 2026 Will Be a Reset Year for the US
In 2025, the global EV story and the US EV story quietly diverged. Worldwide, EV sales are still hitting record highs, led by China and Europe. In the US, the market is entering a policy and product reset that will make 2026 a pivotal year. 5 things to watch in EVs in 2026 Global growth, local reset EVs continue to grow globally as more affordable, compact models enter the market and infrastructure improves. China and Europe are still moving steadily up the adoption curve. Th
Eric Rouse
Dec 22, 20252 min read
Will 100+ Mile PHEVs Finally Crack the US Truck Market?
Post-EV subsidy reset, long-range plug-in hybrids (100+ mile EV mode) are emerging as the practical bridge US consumers actually want, especially in trucks where pure EVs stumbled on range and charging. Here's what's here, what's launching in 2026, and 5 things to watch. 5 Things to Note About 100+ Mile PHEVs in 2026 Consumer surveys show real pull McKinsey data reveals 18% of US buyers shift preference to extended-range PHEVs when shown options, pulling equally from ICE and
Eric Rouse
Dec 22, 20252 min read
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