Now that Bob Lutz is lounging on the beach and catching early-bird specials (between Lotus board meetings and GM dog-and-pony shows), it’s good to know that there are still a few good men left to sprinkle The Detroit News with a few double-take-inspiring quotes. Jim Hall of 2953 Analytics is a reliable source of controversial gems, and thanks to one particularly context-free quotation, he’s provided the perfect place to kick off an age-old debate: Vette or Viper. But Hall wasn’t talking about either car’s performance, instead forwarding the thesis that:

Automotive News [sub] reports that October’s Seasonally Adjusted Annual Selling Rate (SAAR) hit 12.2m last month, making November the market’s second month back over the 12m mark since last year’s Cash For Clunkers-fueled buying spree. Analysts are calling the 12m mark an “important psychological level,” although sales appear to be essentially flat compared to last month. Check back for an updated chart as more automakers report their sales.

The Japanese are usually first to report last month’s sales numbers. This time: Very bad. New car sales in Japan fell 30.7 percent in November. After Japan’s generous subsidies were withdrawn, the market is down for the third straight month, and there is no end in sight. (Read More…)

This morning General Motors held a press conference at its Detroit-Hamtramck Assembly plant to announce that the Chevy Volt was in production, on sale, and will start shipping today. The Volt goes on sale in seven initial markets, with a national rollout in early 2011. Export sales will begin late next year.

While there were a number of journalists in attendance (including, significantly, a noticeable number from Japanese news outlets) and though there was some news to be made, this particular dog and pony show was more of a pep rally than anything else. Hundreds of assembly line workers from the plant attended the event and the speakers frequently praised them. When GM North America president Mark Reuss walked in before the event started, he made a point of congratulating each member of the GM management team that was in attendance. Ron King, UAW president, was busy so Gary Bernath stood in. He went out of his way to praise the locals at all the GM facilities involved in the Volt project, and he thanked Michigan Gov. Jennifer Granholm and other elected officials. (Read More…)

Ford currently offers four vehicles with its EcoBoost-branded direct-injection, turbocharged V6: Taurus and Flex, and the Lincoln MKS and MKT. But what percentage of buyers do you think spends the $750 to $1,700 to upgrade to Ford’s engine technology of the future? Write down your guesses and hit the jump to see how close you were…

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What is the difference between the November U.S. car market and my wife? The answer is: None. Edmunds says the U.S. annual sales rate for new vehicles in November will be essentially flat from the prior month. (Read More…)

China sold more cars last year than Volkswagen built Bugs in nearly 30 years. This year, China will make, sell and buy probably more than 17m cars, and Volkswagen owns a good chunk of that market.

Sou Weiming, vice president of Volkswagen Group China (and himself an import from Singapore) said VW sold 1.6 million units in China in the first ten months and unless the sky will drop, they will have sold 2 million by the end of the year. (Read More…)

Bloomberg reports that the General Services Administration has increased the percentage of hybrids in its fleet purchases from about one percent to at least ten percent since President Obama took over. And you better believe that the government isn’t buying the same hybrids that American consumers are.

The U.S. government buys hybrids almost exclusively from Ford and GM. It bought only 17 Prius models and five of Honda’s Civic hybrids in the past two years. Chrysler Group LLC stopped making hybrids in 2008 after about two months of production.

The government purchased about 64 percent of GM’s Chevy Malibu hybrid models and 29 percent of all Ford Fusion hybrids manufactured since Obama took office in 2009, the data show. GM stopped making the Malibu hybrid in 2009 after lack of consumer demand. GSA also bought about 14 percent of Ford Escape hybrids.

According to Bloomberg’s math, a quarter of the hybrids built by GM and Ford since Obama took office have been purchased by the government. And the fleet buys weren’t cheap… for taxpayers or the automakers.

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GM was the first automaker to experiment with new-car sales on Ebay, in a grand experiment that resulted in an undisclosed number of sales (estimated at between 20 and 50 actually sold through eBay). GM’s Mark LaNeve insisted at the time that the program led to sales not logged through Ebay, but then he was booted from GM about a week after GM’s Ebay experiment fell apart. Which makes Tom Loveless, the head of Kia’s US sales operation a brave man; with only this single, discouraging precedent, Bloomberg reports that Kia is diving into Ebay sales… and unlike GM, it’s not limiting the experiment to California.

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Because success in the auto industry depends upon both the buildup of industrial might and deft maneuvering on the winds of fashion, analysts often struggle to determine how business decisions impact consumer choice. For example, GM and Chrysler long resisted the pressing need to file for Chapter 11 bankruptcy protection because their leaders believed that Americans would not buy a car from a bankrupt firm, and that sales would go into an irrecoverable tailspin if they filed. Needless to say, that assumption proved to be deeply flawed, and sales during the GM and Chrysler bankruptcies barely dipped (if only compared to the miserable months preceding bankruptcy). In any case, the rating agency Moody’s is taking on the challenge of translating good business news into sales by arguing [via Bloomberg]

U.S. consumers who don’t know anything about over- allocation options or the need for strong liquidity in a cyclical industry knew that something exceptionally good happened to GM last week. That knowledge makes it more likely that they will consider buying a GM vehicle and possibly buy one. That’s good for the company’s credit quality.

But does the general air of positivity surrounding the IPO actually make a difference with consumers?

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Hyundai could have timed this announcement a bit better. Wouldn’t the following announcement have been a fine crowning of  TTAC’s Korea week? Instead, the week ended unceremoniously with a reflection on thee shitboxes. From shitbox to market leader: Hyundai has kicked Toyota from the pedestal as the largest Asian carmaker in Europe. In a way. (Read More…)

Forget about Europeans complaining about missing parts. Over in America, there is an acute car shortage. Dealers blame who they always blame: The manufacturers. “They’ve cut back production so much that we’ve run out of cars,” Boston dealer magnate Herb Chambers tells his hometown paper, the Boston Herald. He says he had to “beg, borrow and steal” Cadillacs from dealers in other parts of the country. Down at the South Shore, dealer Dan Quirk loses 60 to 90 sales a month. “The Big Three just don’t have enough manufacturing capacity any more,” kvetches Quirk. “Some of the automakers, particularly General Motors, closed a lot of their plants when the meltdown hit.” Supposedly it’s not just a Bostonian phenomenon. Supposedly. At closer look, it might be a fire breathing, rip-snorting chimera. (Read More…)

EV startup skeptics that we are, we’ve been keeping a jaundiced eye on Coda ever since we realized the $45k Chinese EV “makes the Volt look good.” Along the way, the news has mostly been of the “lightly dusted with pathos” variety… right up until the firm lost its CEO just months before launching its car. Now the pathos is starting to stack up in deep drifts. Automotive News [sub] reports that the firm has delayed the launch until the second half of next year in order to “build buffer time into the schedule.”

According to the firm’s new interim CEO, the delay is not being caused by problems with its electric sedan, and that former CEO Kevin Czinger “remains an important part of this company.” So, why the delay, and why no specific launch date? This is not a good sign, especially because if Coda wanted a chance at survival it had to get into the market before the major OEMs. A year from now, Nissan and Chevy will be battling for EV customers, and Ford will just be launching its Focus EV. The window of opportunity for a marginal player to sell a $45k electrified Chinese sedan in any numbers will have passed.

As the global auto industry becomes ever more competitive, the pressure to deliver a high volume of products and sales per platform is driving companies to develop mega-platforms that underpin millions of global sales units. And sorry folks, but mass market cars aren’t going to become less homogeneous any time soon… in fact PriceWaterhouseCooper’s Anthony Pratt took a look into his magic crystal ball recently, and he forecasts that in just over five years, a mere ten platforms will account for over 27 million units of global sales volume. It’s just the next step on the way to the ultimate dystopia: a world in which every new car in the world is identical under the skin. Spooky! Hit the jump for more details on the (projected) top ten platforms of 2016.

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New car registrations in the 27 countries of the EU crashed by 16.6 percent to 1,027,036 units in October. That according to the latest statistics of the European manufacturer organization ACEA. The year looks a bit better: In the first 10 months, demand for new cars has decreased by 5.5 percent, totaling 11,279,542 new vehicles registered. (Read More…)