TSLA390.190-4.27%
GM76.900-0.74%
F14.105-0.075%
RIVN16.808-0.9923%
CYD44.820-1.05%
HMC28.7550.865%
TM179.5502.63%
CVNA69.770-0.82%
PAG205.4905.09%
LAD336.1804.81%
AN208.5805.04%
GPI328.1908.79%
ABG226.7608.33%
SAH101.8502.12%
TSLA390.190-4.27%
GM76.900-0.74%
F14.105-0.075%
RIVN16.808-0.9923%
CYD44.820-1.05%
HMC28.7550.865%
TM179.5502.63%
CVNA69.770-0.82%
PAG205.4905.09%
LAD336.1804.81%
AN208.5805.04%
GPI328.1908.79%
ABG226.7608.33%
SAH101.8502.12%
TSLA390.190-4.27%
GM76.900-0.74%
F14.105-0.075%
RIVN16.808-0.9923%
CYD44.820-1.05%
HMC28.7550.865%
TM179.5502.63%
CVNA69.770-0.82%
PAG205.4905.09%
LAD336.1804.81%
AN208.5805.04%
GPI328.1908.79%
ABG226.7608.33%
SAH101.8502.12%


automotive tariffs

US will not renew USMCA in current form, sets stage for new trade talks

US will not renew USMCA in current form, sets stage for new trade talks

- July 2, 2026
On the Dash: The U.S. rejected a 16-year USMCA renewal, but the pact stays in force until 2036. Trump plans separate bilateral deals with Canada and Mexico, each lasting up...
Japanese automakers face $28B hit from U.S. tariffs and EV policy shifts

Japanese automakers face near $40B hit from U.S. tariffs and EV policy shifts

- June 12, 2026
On the Dash: Japanese automakers have absorbed nearly $28 billion in costs tied to U.S. policy changes, with another $14 billion expected through March 2027. Tariffs are driving manufacturers to...
Tariff panic is overblown: Why American car buyers aren't the real target

Tariff panic is overblown: Why American car buyers aren’t the real target

- June 2, 2026
Turn on the mainstream media and you’d think a 25% tariff on European vehicles is about to crush American car buyers overnight. Higher prices, fewer choices, economic fallout, the usual...
UAW presses for tougher U.S. manufacturing rules ahead of USMCA talks

UAW presses for tougher U.S. manufacturing rules ahead of USMCA talks

- May 22, 2026
On the Dash: UAW pressure for stricter U.S. production rules could reshape sourcing and vehicle assembly strategies across North America. Continued tariff uncertainty may increase costs and complicate dealers' inventory...
EU advances U.S. trade deal as Trump tariff deadline nears

EU advances U.S. trade deal as Trump tariff deadline nears

- May 20, 2026
On the Dash: A finalized EU-U.S. trade deal could stabilize vehicle import costs and reduce tariff uncertainty for global automakers. The threatened 25% tariffs on European vehicles remain a major...
Toyota plans $2B Texas factory expansion amid U.S. production push

Toyota plans $2B Texas factory expansion amid U.S. production push

- May 15, 2026
On the Dash: Toyota is increasing U.S. production capacity as tariffs continue reshaping global vehicle sourcing and pricing. Expanded domestic truck production could improve inventory stability and reduce exposure to...
April CPI report, We pay the tariffs

April CPI report, We Pay the Tariffs statements

- May 12, 2026
WASHINGTON, D.C. (May 12, 2026) — The Bureau of Labor Statistics this morning reported that the Consumer Price Index (CPI) rose 0.6% in April, pushing annual inflation to 3.8%, the...
Auto trade groups urge USMCA extension as tariff pressures reshape industry

Auto trade groups urge USMCA extension as tariff pressures reshape industry

- May 8, 2026
On the Dash: Dealers depend on USMCA stability to maintain predictable vehicle pricing and supply across North America. Any fragmentation of the trade agreement could raise costs and complicate sourcing...
Trump proposes 25% tariffs on EU auto imports amid trade tensions

Trump proposes 25% tariffs on EU auto imports amid trade tensions

- May 4, 2026
On the Dash: Higher tariffs on EU imports could raise vehicle prices and shift demand toward domestically built inventory Luxury European brands may face margin pressure, creating pricing and incentive...
Tariff refund applications open as dealers and importers seek relief under CAPE program

Tariff refund applications open as dealers and importers seek relief under CAPE program

- April 15, 2026
On the Dash: Tariff refunds could improve short-term cash flow and help offset prior cost increases. Dealers should evaluate eligibility tied to imported inventory and parts exposure. Ongoing trade policy...


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