Report published June 12, 2026
US Autos & Industrial Tech Weekly Update: Goldman Sachs Research (June 12, 2026)
Goldman Sachs · June 12, 2026
This report covers weekly developments in the US Autos and Industrial Tech sector, highlighting Rivian's R2 launch, GM's new energy storage partnerships, and Tesla's European FSD progress. It also addresses the growing investment theme of leveraging automotive technology for datacenter power and storage applications.
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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.Rivian began customer deliveries of the R2, and GM announced new energy storage and V2G partnerships.
- 2.Tesla's FSD (Supervised) received provisional approval in Denmark and Belgium.
- 3.S&P Global Mobility reduced its 2026 global production forecast to 90.7 mn units due to downward revisions in China.
Table of Contents
- Key news from the week
- Autos & Industrial Tech
- Autonomy & Physical AI
- Notable industry data
- Stock performance from the week
- Key upcoming events
Report data
Top 5 performers in our coverage
| Metric | Estimate | Context |
|---|---|---|
| Global vehicle production | 90.7 million units | S&P Global Mobility forecast update |
| Average Marketed Price (US) | 51649 USD | Reflects dealer promoted prices |
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