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(American Honda November sales fell 15.3%. "Honda November Sales Rise 1.8% Despite Production Cuts" at 3:55 p.m. ET incorrectly said that November sales rose in the headline and first and second paragraphs. The correct version follows.)

By Katherine Hamilton

American Honda sales plunged in November, weighed down by production impacts from an industry-wide shortage of semiconductors and the expiration of electric vehicle rebates.

The car company on Tuesday said it sold 15.3% fewer vehicles in November than it did in the same month a year ago, with sales of Honda down 16.8% and Acura down 1.4%.

Total car sales fell 5.6%, while total truck sales fell 18.8%.

Sales of electrified vehicles fell 28.8% to 28,280 in November from a year ago. EV sales have taken a hit lately after a key federal tax credit for electric vehicles expired at the end of September.

The company said it is experiencing production impacts from a semiconductor supply shortage. In October, Honda started temporary production reductions and stoppages at its North American factories, The Wall Street Journal reported.

Nexperia, a Netherlands-based chipmaker, stopped exporting products from China earlier this year, prompting several automakers to brace for a shortage. The stoppage is related to a geopolitical dispute among the Dutch, Chinese and U.S. governments.

Year-to-date, Honda America has sold more than 1.3 million vehicles, up 1.8% from a year ago.

By Katherine Hamilton

Honda Motor sold more cars in November despite production impacts from an industry-wide shortage of semiconductors.

Honda said Tuesday it sold 1.8% more vehicles in November than it did in the same month a year ago, and its selling rate increased 2.6%.

The company said it is experiencing production impacts from a semiconductor supply shortage. In October, Honda started temporary production reductions and stoppages at its North American factories, The Wall Street Journal reported.

Nexperia, a Netherlands-based chipmaker, stopped exporting products from China earlier this year, prompting several automakers to brace for a shortage. The stoppage is related to a geopolitical dispute among the Dutch, Chinese and U.S. governments.

There were a total of 102,824 vehicles sold in November, bringing Honda's total year-to-date sales to more than 1.3 million. Sales were down from October to November by about 15%.

Truck sales were the main driver of growth in November, increasing 4.7% for Honda brand trucks and 6.5% for Acura trucks. Honda car sales were down 4.3% and Acura car sales declined 12.2%.

Honda's CR-V led all Honda models with 29,421 sold. More than half of those vehicles were hybrid.

Write to Katherine Hamilton at katherine.hamilton@wsj.com

By Daisuke Narahashi

Yomiuri Shimbun Staff Writer

One after another, major Japanese automakers have started revising their EV strategies lately following sluggish global market growth, compounded by uncertainty over sales forecasts for the United States due to the revision of environmental regulations and elimination of support measures by the administration of U.S. President Donald Trump.

While these companies plan to focus on hybrid vehicles (HV) for now, they are having to make difficult investment decisions due to the fact that the EV market is still expected to expand in the future.

Slowdown

"The EV market is slowing down. Delaying full-scale investment in EVs is appropriate," said Subaru Corp. President Atsushi Osaki at the company's earnings briefing on Nov. 10. He also announced a review of its electrification investment plan, which the company had planned to put 1.5 trillion yen into by 2030.

Three hundred billion yen of the fund is already allocated to specific projects. The remaining 1.2 trillion yen will be partially redirected toward hybrid and gasoline vehicles. The launch of four EV models planned for development by 2028 will also be delayed.

Other automakers are also rushing to revise their EV strategies. Honda Motor Co. has reduced its planned EV-related investments from a total of 10 trillion yen to 7 trillion yen. Nissan Motor Co. is delaying the production of new EV models that had been scheduled for 2028.

Loss of U.S. support

Globally, EV sales are sluggish due to factors like delays in charging infrastructure development. In the United States, this trend has worsened with the inauguration of President Trump, who is disinclined to pursue measures to protect the environment.

The Trump administration eliminated EV tax credits worth up to 7,500 dollars in September. According to estimates by U.S. research firm Cox Automotive, EV sales in the United States in October fell 30% year-on-year, halving from September when there was a last-minute demand surge before the end of the tax break.

California, the top EV market in the United States, had planned to ban the sale of new gasoline vehicles by 2035, but Trump signed a congressional resolution in June to nullify this rule.

Since automakers had been focusing their development efforts on meeting California's standards, an executive at one major automaker said, "There's no longer a need to force the production of low-margin EVs."

Emissions regulations have also been relaxed. Mazda Motor Corp. and Mitsubishi Motors Corp., which had purchased surplus emission credits from other companies to avoid fines, recorded impairment losses on these credits in their September 2025 interim consolidated financial statements due to their decreased value.

Cost sharing

With EVs losing momentum, attention is turning to HVs, which are a specialty of Japanese automakers. Toyota Motor Corp. announced earlier this month that it will make a 912 million-dollar (approximately 140 billion-yen) investment in its U.S. plants to boost HV production. Nissan will debut its first next-generation hybrid in the United States in fiscal 2026.

However, EVs are expected to see widespread adoption in the future, meaning automakers cannot neglect EV development. Consequently, these companies plan to continue to make a certain amount of investment in areas like vehicle batteries and software development.

Masahiro Fukuda of research firm Fourin Inc. pointed out, "To avoid falling behind emerging players from China and the United States, Japanese automakers need a strategy to deepen inter-company collaboration and share EV development costs."

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This article is from The Yomiuri Shimbun. Neither Dow Jones Newswires, MarketWatch, Barron's nor The Wall Street Journal were involved in the creation of this content.

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By Megan Graham

When Anna Fleming complained in a TikTok video that Honda had "ghosted" her after promising to replace her broken-down car, an army of amateur consumer advocates flooded Honda with demands for justice.

"Why didn't you follow through on giving Anna a car???" one TikToker among thousands commented on a Honda video promoting its Odyssey minivan. "And to think I was about to purchase a Honda," said another.

But their passionate campaign had one fundamental problem: The story wasn't true.

It was a joke, Fleming later made clear. Some commenters swung from loudly railing against Honda to embarrassment and regret. "GIRLY I WAS DEFENDING YOU," one wrote on a new post by Fleming to explain her intention. "...now you got me looking bad."

Fleming wasn't alone: A slew of recent posts have accused brands of "ghosting" people after pledging free products.

Social media gives individuals a megaphone in disputes with companies that treat them poorly, while executives use it for consumer insights, customer service and marketing. And algorithmic feeds like TikTok's "For You" page now expose some people's posts far beyond their followers, sometimes to their complete surprise.

The "ghosted" trend feeds on all those dynamics — along with TikTokers' penchant for riffing on other users' content.

It began after Sydney Clements, a medical student at Indiana University, said the beauty brand Revlon hadn't fulfilled its promise to replace a lip oil she lost while line dancing. Millions of views piled up as cosmetics and skincare brands including Prada Beauty, Paula's Choice and NYX chimed in with offers to send her their own products.

Others quickly imitated the language in that post to claim that brands including Oatly oat milk, Southwest Airlines, Tesla, Louis Vuitton, Domino's Pizza, Toyota, E.l.f. Beauty, appliance maker Ninja and BMW had "ghosted" them too, sometimes but not always adding a hashtag or note indicating that their videos were satire to avoid confusion or potential legal trouble.

Some "ghosted" creators seemed to see humor in demanding free products that were either absurdly expensive to expect or too basic to bother with. Others may have just latched onto an emerging trend for attention. Any free goods that actually resulted would be a bonus.

But not everybody who saw the clips got the joke.

No flights to Italy

Many of the brands being called out haven't publicly responded, even when commenters pounce.

Southwest decided not to engage with one post calling out the airline after determining that it didn't seem to describe real circumstances, according to John Young, its manager of social and digital strategy.

JetBlue didn't appear to respond on a woman's post claiming it had failed to deliver a promised free flight to Italy after her original booking was canceled, even as comments like "ewwww" accumulated. The airline said it doesn't fly to Italy, which some other commenters also pointed out.

But KitchenAid commented on a post from Priscilla Lopez, a California-based creator who made a few joke posts about being ghosted by the appliance brand and others. The brand's account apologized and asked for her to DM with more details, seeming to believe it was a real complaint. KitchenAid owner Whirlpool said in a statement it encourages anyone with a genuine issue to reach out directly so it can help.

Honda for its part hasn't defended itself to Fleming or her champions on TikTok.

"We're aware of a recent TikTok video that has circulated widely," the company said. "The individual who posted it has since confirmed that the content was intended to be a joke."

Honda is watching the situation and determining whether "any additional steps are needed," it said.

Fleming didn't think people would take her post so seriously, she said in an interview. "It's a joke," she said. "I thought that was clear."

She explained in a follow-up video that she had tried to make her satirical intent plain by closely mimicking the language of the Revlon lip oil video. She also edited the original caption on her post.

"I only thought 200 people would see this," Fleming said.

"They are a huge corporation," she added of Honda. "I do feel bad for the people who've wasted their time commenting and wanting to rally behind a situation. I'd obviously rather it be used towards something else....But I don't feel bad for a corporation."

Sydney Clements, the medical student whose video inspired Fleming and others, said she didn't want to direct hate toward any brand and was only trying to make sure Revlon didn't get free publicity for a promise it didn't keep.

The brand originally offered her new lip oil in the comments on a TikTok that she made about losing hers, then sent a direct message to confirm her address, according to Clements. But weeks later, no lip oil had arrived, and the account didn't respond to a follow-up message, she said.

Clements never intended to start a trend, she said. "Mine was definitely a real situation with proof and I don't want this to become a joke," she wrote in a comment on one of the videos that followed hers, or for brands to "take heat for something that hasn't happened."

Hungry to connect

Revlon Chief Digital Marketing Officer Kelly Solomon said the company "should have acted more quickly" to get Clements's package out after the initial conversation.

"When the second TikTok came out, our team acted swiftly and with humility, immediately taking accountability and sending her a package to ensure we got it right this time," Solomon said in a statement. Revlon followed up with a second package of products and a handwritten apology, she said.

The root of the trend is just consumers' desire to connect with brands, said Casey Savio Samuels, senior vice president of strategy at marketing and technology services company Monks.

Brands that are savvy in social media should view such a moment as an opportunity, she said. A brand facing a viral post like Fleming's Honda video should send a private message to figure out what exactly is going on, then jump into the comments with a solution or joke if that's the right route, according to Samuels.

"People are in those comments looking to see what Honda is going to do, how they're going to react," she said. "And that very much is going to shape — in the future — what they think of that brand."

Write to Megan Graham at megan.graham@wsj.com

HOUSTON, Nov. 19, 2025 /PRNewswire/ — Red Post Energy is proud to announce the appointment of Madhivanan T. A. ("Madhi") to its Advisory Board. A strategic global leader with more than 30 years of experience across energy, chemicals, oil & gas, automotive, and technology sectors, Madhi brings unparalleled expertise in building resilient, scalable, and high-performance infrastructure worldwide.

In his current role as Director of Global Supply Chain at Microsoft, Madhi leads mission-critical data-center infrastructure delivery across the Eastern United States and oversees power-infrastructure execution throughout Latin America. He manages multi-billion-dollar capital programs that underpin the digital economy, ensuring accelerated timelines, capital efficiency, and robust supplier ecosystems that support global scaling efforts.

Madhi is recognized for his disciplined execution of Giga Projects, mastery of long-lead global supply chains, and commitment to developing diverse, high-performing teams. His work ensures that the world's largest technology platforms have the stable, reliable power and operational resilience they need to meet soaring data, AI, and cloud-infrastructure demands.

Prior to Microsoft, Madhi spent more than a decade at DOW Inc., where he delivered mega-projects and turnaround programs across Europe, LATAM, Asia, and the Middle East, strengthening global capital execution, scenario planning, and operational risk management. His earlier leadership roles at Reliance Industries, Maruti Suzuki, and Honda further expanded his operational and manufacturing depth across multiple continents.

A PMP-certified executive, ICF-certified coach, and Harvard-trained board leader, Madhi blends rigorous governance with a thoughtful, people-centered leadership philosophy. His global perspective and strategic insight align directly with Red Post Energy's mission of building long-life, high-capacity power infrastructure that supports both national energy security and the growing demands of next-generation technologies.

"Madhi's experience leading global supply chains for one of the world's most influential technology companies brings invaluable perspective to Red Post Energy," said Lance Medlin, President & Founder of Red Post Energy. "His understanding of complex capital execution, power-infrastructure delivery, and AI-driven data-center growth will help guide our strategy as we build the energy backbone of America's future."

Madhi's appointment reflects Red Post Energy's commitment to assembling top-tier, globally experienced leadership to drive innovation in energy production, grid stability, data-center power solutions, and national-security-aligned infrastructure.

Media Contact

Lance Medlin

CEO & Founder

Red Post Energy

Media@redpostenergy.com

+1 (713) 575-8307

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