Automakers Expecting Big Tariff Refunds; A Tesla CyberCab in Michigan!? – Autoline Daily 4287

Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.

0:00 Automakers Expecting Big Tariff Refunds
0:52 Ford Posts Strong Q1
1:39 Stellantis Turning Things Around
2:16 Porsche Has Rough Q1
2:51 VW Group Down As a Whole
3:50 GM Invests More in V8s & Big Trucks
4:17 VW Open to Sharing Excess Capacity w/ Chinese
5:27 A Tesla CyberCab in Michigan?
5:48 Tesla Growing Unsupervised Robotaxi Fleet
6:17 Tesla Semi Plant Starts Production

Story Links:
Automakers Expecting Big Tariff Refunds: https://pressroom.gm.com/gmbx/us/en/pressroom/home/news.detail.html/Pages/news/us/en/2026/apr/0428-GM-letter-shareholders-Q1-2026.html

Ford Posts Strong Q1: https://s205.q4cdn.com/882619693/files/doc_financials/2026/q1/Ford-Q1-2026-Press-Release.pdf

Stellantis Turning Things Around: https://www.media.stellantis.com/em-en/corporate/press/stellantis-reports-q1-2026-financial-results

Porsche Has Rough Q1: https://newsroom.porsche.com/en/2026/company/porsche-financial-figures-first-quarter-2026-42094.html

VW Group Down As a Whole: https://www.volkswagen-group.com/en/press-releases/first-quarter-volkswagen-group-makes-progress-in-a-challenging-environment-overhead-costs-reduced-by-one-billion-euro-transformation-to-be-accelerated-further-20360

GM Invests More in V8s & Big Trucks: https://www.reuters.com/business/autos-transportation/gm-earmarks-over-1-billion-toward-gas-engine-output-us-canada-2026-04-29/

VW Open to Sharing Excess Capacity w/ Chinese: https://www.autonews.com/volkswagen/ane-vw-china-production-europe-plants-undercapacity-0430/

Tesla Growing Unsupervised Robotaxi Fleet: https://electrek.co/2026/04/30/tesla-robotaxi-unsupervised-finally-signs-ramping-up/

Tesla Semi Plant Starts Production: https://x.com/tesla_semi/status/2049590842302857675

AFS Quarterly Update: https://www.autoline.tv/industry-interviews/autoforecast-solutions-quarterly-update-volatility-is-the-new-normal/

Read the transcript here: https://www.autoline.tv/daily/ad-4287-automakers-expecting-big-tariff-refunds-a-tesla-cybercab-in-michigan-vw-open-to-sharing-excess-capacity-w-chinese/

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