The EV Head Fake: How Regulatory Push and Wasted Capital Transform the Industry

Podcast: The Auto Market Brief · Cox Automotive

Opublikowano: 2026-07-02

How did the industry's push toward EVs reshape product development, and what are the long-term consequences? In this special episode of The Auto Market Brief, host Erin Keating is joined by John Murphy, founder of Murphy Automotive Partners, to discuss findings from his newly released automotive product pipeline analysis and the concept he calls the "EV head fake". How EV investments disrupted the industry's product pipeline: Murphy explains how regulatory pressure, capital allocation decisions, and shifting market expectations led automakers to redirect resources toward EV programs, resulting in delayed or canceled...