Analysts Say Japan And Korea Will Eat The Big Three's Lunches - Jalopnik

Analysts cited by Jalopnik argue that Japan and Korea—not China—are the main threat to the “Big Three” as U.S. sales shift toward more efficient hybrids and fuel-savers. They expect GM, Ford, and Stellantis to lose ground when third-quarter U.S. sales are reported this week, with combined market share potentially dropping to around 36%, according to Cox Automotive. Meanwhile, hybrid-heavy Asian brands such as Toyota and Honda could account for more than half of new-vehicle sales during the period. The drivers include rising gas prices linked to the Iran war, pushing the national average to $4.43 per gallon in September versus $3.20 a year earlier, per AAA. The article frames the issue as competitiveness, not geopolitics.