Good morning and welcome to The Downshift, a daily sweep of top headlines from the auto industry and car culture, curated by The Drive’s editorial team. Each story gets a short summary and a link to the original source if you want to dive deeper.
Here’s what’s cooking on Wednesday, November 11, 2026:
A new episode of The Drivecast, The Drive’s weekly podcast, will go live later today on Apple Podcasts, Spotify, and wherever you get your podcasts.
Subaru may have sold 10% fewer cars in the U.S. in the latest quarter—a market that represents 73% of its global sales—but its operating profit leapt by a factor of three compared to the same period in 2025, up to $466 million. The company attributes this in part to paying out less in warranty claims, proving that avoiding recalls is a good strategy indeed. Take note, literally everyone else. [Automotive News]
On that note, Honda is recalling about 635,000 vehicles for a power steering glitch that could unnecessarily trigger the system’s failsafe mode. Specific Pilot, Acura TLX and MDX vehicles, model years ranging 2021 through 2025, are affected. Fortunately, the solution is a mere software update, but not one that you can install over-the-air from your driveway. [Motor1]
Lucid has teased its upcoming Cosmos midsize SUV in a new minute-and-a-half-long ad, where we’re briefly treated to close-ups on the EV’s daytime running lights and a silhouette of the rear. Lucid is targeting a 300-mile range from a very modestly sized 69-kWh battery pack, as well as a starting price under $50,000. However, production has apparently been delayed until the second half of next year. (Motor1)
Ford is bringing the Mustang Cobra back with what sounds like a flat-plane-crank Voodoo engine. [Car and Driver]
BYD’s facilities in the Netherlands were raided by authorities stemming from an allegation by Jaguar Land Rover that the automaker reverse-engineered a Defender in development of its Ti 7 SUV, violating intellectual property laws in the process. [The Guardian]
Bringing it back to Lucid, the company probably needs to shore up its logistics. CEO Silvio Napoli explained during an earnings call that the automaker lost sales in recent months because it literally lost track of vehicles due for delivery to customers, saying that, “we did not even know where cars were.” [Engadget]
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