Market Pulse

President Trump spares auto sector from reciprocal tariffs

Starting April 5—a baseline 10% tariff will apply to goods from every country. (4 min. read)

Volkswagen maps out first steps in tariff response

Cars built outside the U.S. won’t be processed, invoiced, or delivered—at least not yet. (1 min. read)

Tesla Q1 deliveries fall 13%, missing analyst expectations

Most of the EV maker’s volume came from the usual suspects—the Model 3 and Model Y. (2 min. read)

The Breakdown

3 crucial lessons every dealership operator needs to know as tariffs hit

Insights from my emergency live panel

Car Dealership Guy

Tariff fears drive record March sales for most OEMs—but April remains uncertain

A perfect trifecta of tax refund season, quarter-end pressure, and tariff anxiety turned March into a blowout month for car sales. (4 min. read)

Ash Savage

2 April 2025

Nissan cuts prices on 2025 Rogue, Pathfinder to defend market share

Nissan is using targeted price cuts to stay competitive as buyers grow more price-sensitive. (3 min. read)

2 April 2025

Subaru dealership leans into “pre-tariff savings” promotions

With limited guidance from automakers, dealers are being forced to create their own pricing logic in real time. (3 min. read)

2 April 2025

Hyundai tells dealers current vehicle prices 'not guaranteed'

Only 26% of Hyundai's vehicles sold in America undergo final assembly in the U.S.—the rest are subject to tariffs starting this week. (2 min. read)

Detroit automakers warn of ‘significant’ disruption from auto tariffs

General Motors and Ford are sharing their concerns—this time, directly with employees. (3 min. read)

Lucid Motors capitalizes on shifting EV loyalties

50% of Lucid’s recent orders are from Tesla vehicle owners, according to interim CEO Marc Winterhoff. (3 min. read)

Market Pulse

Tariffs spur 'mad rush' for new car sales—but what follows?

Go deeper: 5 min. read

Ash Savage

Trump holds the line on tariffs despite industry warnings

The President indicated that he, “couldn’t care less” if car companies have to increase the cost of their vehicles due to the levies. (3 min. read)

31 March 2025

Tariffs threaten to reshape German carmakers’ profits and production

Germany’s economy is already feeling the pressure from falling global demand. (3 min. read)

31 March 2025

Hyundai’s new Georgia Megaplant opens as U.S. tariffs loom

Hyundai’s decision to prioritize local production wasn’t made overnight, but the timing couldn’t be better. (3 min. read)