Auto & Transport data feeds

Spike in recall campaigns + units affected predicts warranty-cost hits and dealer service-bay backlog, leading OEM warranty accrual and supplier stock moves → OEM equities (GM, F, STLA, TM), Tier-1 suppliers named in recall (Takata-style single-supplier risk)

Shortening delivery windows signal demand pull-forward or inventory drawdown ahead of quarterly delivery numbers; widening windows signal demand softness before guidance cuts → TSLA equity, quarterly delivery print

Rising used-Tesla inventory + falling asking price signals trade-in flood / weakening residuals ahead of TSLA margin commentary → TSLA equity, EV residual values

Congestion or absence of car-carrier ships is a leading physical indicator of import supply chain stress before customs data is released → Import OEM inventory, freight rates

Salvage lot volume spikes after storms/floods lead insurance total-loss claim reporting and used-parts/rebuilder demand by days → Insurers (PGR, ALL, TRV), used auto parts, KAR/Copart itself

Rising days-supply signals incentive/discount pressure ahead of OEM monthly sales reports and margin guidance → OEM equities (GM, F, STLA), Cox/Cars.com data products

CarMax wholesale/retail unit trend leads broader used-car market direction given its scale and early quarter-end reporting cadence → KMX, used-car comps (CVNA, VRM)

Sustained surge elevation signals driver-supply shortage, a leading indicator of rideshare driver churn and gig-labor market tightness → UBER, LYFT equity, gig-labor CPI proxies

Drayage rate spikes at auto-import ports (Baltimore, Brunswick GA) signal logistics bottlenecks that delay new-vehicle lot arrival → Import OEM dealer inventory, freight logistics names (XPO, JBHT)

Marketplace listing volume growth signals private-seller supply build, a leading real-time proxy ahead of monthly used-vehicle CPI print → Used-vehicle CPI component, CarGurus/CVNA transaction volume

Regional fuel price divergence shifts used-truck/SUV vs sedan demand mix within weeks, a leading indicator for segment-specific dealer inventory and pricing → Truck/SUV vs sedan residual values, OEM segment mix guidance

Guidebook value revisions directly move lender loss-given-default assumptions on auto loans, leading subprime auto ABS spread moves → Auto ABS spreads, subprime lenders (CACC, WRLD)

Persistent full-occupancy at flagship corridor Superchargers is a direct EV-adoption saturation signal ahead of Tesla's own quarterly delivery/charging-network capex disclosures → TSLA charging network utilization, EV adoption curve