Hyundai issues vehicle pricing alert, Ford and GM warn of tariff impact, Lucid Motors gains momentum

Hey everyone. Yesterday, I sat down with a powerhouse panel to tackle one of the most urgent issues facing auto retail—tariffs.

We unpacked what the upcoming policy shifts mean for dealers, OEMs, and the retail ecosystem. And how the smartest folks in the industry are preparing for the impact.

Catch it if you haven’t. Tune in now on YouTube, Spotify, and Apple.

— CDG

But some say fewer tax credits could be the fix…

1. Hyundai tells dealers current vehicle prices 'not guaranteed'

Hyundai just warned U.S. dealers of potential price hikes after April 2.

Why?

Only 26% of its vehicles are produced domestically and President Trump’s new auto tariffs are around the corner.

Bottom line: Even with an aggressive years-long bet on U.S. manufacturing—the impact of tariffs can’t be avoided overnight.

(Go deeper: 2 min. read)

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2. Detroit automakers warn of ‘significant’ disruption from auto tariffs

GM and Ford are also facing a tough reality with the auto tariffs set for this week.

Both automakers support President Trump’s push for U.S. manufacturing—but internal memos show growing concern over the costs and disruptions ahead.

GM is staying nimble, while Ford is studying the potential impacts on its brand—despite 80% of its vehicles being manufactured domestically.

What we know: Even with U.S.-focused strategies, the impact of these tariffs is unavoidable—and no automaker is immune…

(Go deeper: 3 min. read)

3. Lucid Motors capitalizes on shifting EV loyalties

Lucid Motors is seeing a major surge in orders—with 50% of recent sales coming from former Tesla owners.

On top of that—over 75% of orders for Lucid’s new Gravity SUV (starting price of $94,900 on the Grand Touring model) are from first-time buyers.

The takeaway? As Tesla finds itself at the center of controversy, Lucid—and other EV brands—are well positioned to snatch up market share with established EV buyers in search for an appealing alternative.

(Go deeper: 3 min. read)

• How tariffs have shaped the U.S. auto industry for decades

• UAW releases Shawn Fain's salary, membership numbers

• Genesis will launch the GV80 EV we’ve been waiting for, but first a hybrid is coming soon

• US credit risk gauge shows fear rising as tariffs loom this week

• Mercedes is stocking inventory in U.S. ahead of tariffs, analysts say

Thanks for reading everyone.

— CDG

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