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Industry

U.S. asks Ford, GM if they can boost arms output over EVs

The Trump administration\'s Defense Department is sounding out U.S. automakers on whether they can temporarily defer electric vehicle production plans and increase output of weapons and military supplies. Senior officials discussed the idea with executives including GM CEO Mary Barra and Ford CEO Jim Farley, and also involved GE Aerospace and Oshkosh. The talks are at an early stage. They come as the U.S. EV share of auto sales has fallen since peaking in 2025.

Mobility

Automakers expand subscription-based self-driving features

Automakers are rapidly expanding monthly subscription sales of driver-assistance features to generate recurring software revenue after vehicle delivery. Tesla offers an FSD subscription for $99 a month, while Rivian, GM, Ford and others are introducing similar pricing tiers. Consumer pushback is rising as buyers face additional fees after paying for vehicles, and many services remain Level 2 assistance. GM reported $235 million in 2025 Super Cruise subscription revenue and expects growth.

Mobility

Sony-Honda EV project scrapped as \'Team Japan\' stumbles on financial strain

Sony Honda Mobility has halted development and launches of its Afeela 1 and 2 electric vehicles and is reviewing its business direction. The decision comes as Honda faces a worsening environment for its EV business after booking losses tied to investment write-downs. The article also flags Toyota’s push to loosen production standards and expand U.S. investment, Volkswagen’s planned additional investment in Rivian, Google’s move to open Android Automotive OS, and intensifying competition in robotaxis and autonomy.