Gas Is About to Get Expensive! Carrera GT Values Skyrocket! $100K Subaru STI?! THIS CAR POD! EP101

TL;DR

Middle East tensions sent oil prices up 11% in one day while Carrera GT values doubled in two years, reshaping the collector car market.

Key Points

• 1.A Golf Blue paint-to-sample Carrera GT (one of ~30 ever made) is being auctioned by Broad Arrow/Hagerty with a $6 million estimate and ~2,000 miles.
• 2.Drift Capital bought a Carrera GT for $1.7M and sold it this week for $3.3M — an 86% gain after fees, beating the S&P 500's 51% return over the same period.
• 3.Doug's own Carrera GT has 16,000 miles (high for a US car) and he's increasingly nervous to drive it despite calling it "the greatest damn drive that has ever existed."
• 4.US military action near Iran threatens the Strait of Hormuz, through which ~20% of world oil passes; gas prices jumped 11% overnight Monday with further increases expected.
• 5.Porsche's new flagship SUV (codenamed K1, a Range Rover rival) will launch with V6, V8, and PHEV powertrains instead of EV-only, with full electric coming later; production in Slovakia alongside the Audi Q9.
• 6.BMW accidentally leaked its 2027 lineup, confirming an all-wheel-drive M2 (called M2 XDrive, not Competition), a new X5, and new i3/3 Series models — likely no manual transmission.
• 7.Caterpillar revealed a concept pickup truck based on an F250 with AI job-site monitoring, drone launcher, and camera systems — inspired partly by viral AI-generated images they couldn't ignore.
• 8.California's SB 1392 (Leno's Law redux) would exempt pre-1981 vehicles from smog checks as long as they're not the owner's primary vehicle, with a rolling exemption extending to 1986; it now has a San Jose co-sponsor unlike last year's Bakersfield-only bill.
• 9.Nick is negotiating a three-way trade to swap his $11K-deep P38 Range Rover for a cleaner L322 (2006–2009 considered the reliable years); a bad-faith P38 seller was caught faking service records using what appeared to be MS Paint.
• 10.Filippo's inherited 1973 F250 is running well after work by Iconic Automotive in Prescott, AZ; it needs new wheels (currently 16×12-inch) and tires before coming home, with cosmetic interior work planned.
• 11.Moda Miami was hit by a severe rainstorm/windstorm mid-event, knocking over stanchions near cars like a $20M 250 LM; the hosts agreed the chaos made it more memorable than a normal show.