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The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1047: Kia's veteran apprenticeship program is creating certified techs and stronger stores, while “American-made” is a lot harder to accomplish than it sounds. Plus, OpenAI is taking on software engineering with a new update.Show Notes with links:Kia America's Veterans Technician Apprenticeship Program is helping dealers find, train, and retain top-tier tech talent by giving veterans a fast path to certification—and the results are showing up in the service drive.Launched in 2023, the program combines mentorship, on-the-job training, and a 30-day certification bootcamp.Approved by the DOL and VA, it offers tax credits and GI Bill stipends to offset dealer costs.462 Kia dealerships have enrolled; 278 veterans—including 16 women—have been hired so far.Participating stores report higher appointment volume, productivity, and lower tech turnover.Speaking about program graduate Caleb Samsel, Anthony Catalanotto of Generation Auto Group said “He's a leader. He says the right things. He does the right things. He's always in his uniform. He's always working hard. If someone can't figure something out, he's right with them.”Despite political pressure and patriotic branding, building a truly American-made vehicle is still more fantasy than factory reality. Ford's latest Expedition highlights just how global even U.S.-assembled vehicles remain.The Expedition is assembled in Kentucky, but only 58% of its parts are North American, with key components like engines and semiconductors still coming from overseas.Automakers say sourcing 90% U.S. content could raise vehicle prices $10K–$20K, pricing out many buyers.Past vehicles reached 90%+ U.S./Canada content; today's tech and globalization make that rare.“We can move everything to the U.S., but if every Ford is $50,000, we're not going to win,” said Ford CEO Jim Farley.OpenAI is expanding its capabilities in one of AI's most competitive frontiers: software engineering. Its new Codex agent is designed to handle complex coding tasks autonomously and at scale.Codex performs tasks like writing code, fixing bugs, running tests, and reviewing codebases.Built on the new codex-1 model, optimized from OpenAI's o3 reasoning architecture.Available to ChatGPT Pro, Team, and Enterprise users during a research preview.Competitors like Anthropic's Sonnet models still lead developer adoption, but the field is evolving quickly.“It is a fundamentally new way of working,” said OpenAI VP of Engineering Srinivas Narayanan.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
- Tariffs Will Cost Japanese Automakers Billions - JLR Won't Build Its Own Models in China Anymore - Ram Delays All-Electric Truck Again - Rivian Reduces EV Motor Complexity - Toyota Reveals All-New EV - BYD Dethrones Toyota in Singapore - Xiaomi Sales Continue to Slide
- Tariffs Will Cost Japanese Automakers Billions - JLR Won't Build Its Own Models in China Anymore - Ram Delays All-Electric Truck Again - Rivian Reduces EV Motor Complexity - Toyota Reveals All-New EV - BYD Dethrones Toyota in Singapore - Xiaomi Sales Continue to Slide
Major Japanese automakers expect a substantial negative impact of U.S. President Donald Trump's high tariffs on their earnings for fiscal 2025.
AP correspondent Charles de Ledesma reports Nissan says it will cut about 15% of its global work force, or roughly 20,000 employees, by fiscal 2027.
May 13, 2025 ~ Detroit automakers are responding publicly to trade policies, urging the White House to prioritize Mexico and Canada in trade negotiations. Keith Naughton, Bloomberg auto business reporter, talks with Lloyd, Jamie, and Chris Renwick about the Detroit Big 3's financial hits due to tariffs and worries of prioritizing Asian or European trade.
WWJ auto analyst John McElroy says he would do away with lane keep assist feature on cars.
Jimmy Barrett takes you through the stories that matter the most on the morning of 05/09/25.
Kevin talks about his and his wife's visit, on Derby Day, to the historic Rookwood Pottery factory and later a visit to the Newport Casino to place some bets on the featured Derby race. On Friday, the Bureau of Labor Statistics released the April Jobs Report; Kevin has the details, sifts through the data, puts it into historic perspective and offers his insights. Automakers report April sales data: who's up who's down? The German Federal Statistics Office released that country's Gross Domestic Product (GDP) and consumer inflation data; Kevin has the information, offers his insights and how that affects the U.S. economy. Kevin explains how OPEC+'s crude oil production increases, geopolitical events and crude oil inventories are affecting oil and gas prices.
Kevin talks about his and his wife's visit, on Derby Day, to the historic Rookwood Pottery factory and later a visit to the Newport Casino to place some bets on the featured Derby race. On Friday, the Bureau of Labor Statistics released the April Jobs Report; Kevin has the details, sifts through the data, puts it into historic perspective and offers his insights. Automakers report April sales data: who's up who's down? The German Federal Statistics Office released that country's Gross Domestic Product (GDP) and consumer inflation data; Kevin has the information, offers his insights and how that affects the U.S. economy. Kevin explains how OPEC+'s crude oil production increases, geopolitical events and crude oil inventories are affecting oil and gas prices.
Automakers are rediscovering the benefits of control knobs and buttons for their cars. Waymo plans to add 2000 more robotaxis in 2026. Google launches a new film and TV production initiative, called 100 Zeros. We examine why they aren't tasked with making movies or TV shows for YouTube or other Google outlets. And is over reliance on ChatBots for self-help a recipe for disaster. Starring Sarah Lane, Tom Merritt, Jenn Cutter, Roger Chang, Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms: ➤ Apple: https://EVne.ws/apple ➤ YouTube Music: https://EVne.ws/youtubemusic ➤ Spotify: https://EVne.ws/spotify ➤ TuneIn: https://EVne.ws/tunein ➤ iHeart: https://EVne.ws/iheart CITROËN LAUNCHES UPDATED AMI BUGGY https://evne.ws/4cQC3oM CHERY TO MANUFACTURE AT VOLKSWAGEN'S GERMAN FACILITY https://evne.ws/42ZDfSr AUTOMAKERS SEEK TO OVERTURN CALIFORNIA'S EV MANDATE https://evne.ws/4jxT8X5 MERCEDES-BENZ LAUNCHES ONLINE ELECTRIC CLA CONFIGURATOR https://evne.ws/4iDZAuk MG MOTOR AUSTRALIA UNVEILS MGS5 EV LAUNCH DETAILS https://evne.ws/4jGrtDK FORD AND VOLKSWAGEN COLLABORATE ON ELECTRIC FIESTA REVIVAL https://evne.ws/4iHRKQK RENAULT CONSIDERS ELECTRIC MPV BASED ON TRAFIC E-TECH https://evne.ws/3GJUteS BYD INVESTS €4 BILLION IN HUNGARY EV FACTORY https://evne.ws/42PRg4Y NIO EXPANDS BATTERY SWAP NETWORK IN GERMANY https://evne.ws/42PnAVx POLAND ALLOCATES €1.4BN FOR EV TRANSITION https://evne.ws/4iCQaiU VOLVO SHIFTS STRATEGY TO BOOST HYBRID PRODUCTION https://evne.ws/3Yp0pA7 UNIFIED PUBLIC EV CHARGING NETWORK FOR CATALONIA BY 2030 https://evne.ws/3GuNx5i UK EV RUNNING COSTS REMAIN LOWER THAN PETROL https://evne.ws/3ScgOUT AUCKLAND ADDS 44 ELECTRIC BUSES TO FLEET https://evne.ws/4jr7Sai ZWICKAU PLANT REACHES 1 MILLION EV MILESTONE https://evne.ws/3YVH4qi
Donald Trump's first 100 days in office have been marked by his on-again-off-again approach to tariffs. Recently, he has given automakers a break on the tariffs he put in place, hoping to drive more auto manufacturing to the United States. So where do the tariffs currently stand? This episode: political correspondent Sarah McCammon, White House correspondent Danielle Kurtzleben, and national political correspondent Don Gonyea.The podcast is produced by Bria Suggs & Kelli Wessinger and edited by Casey Morell. Our executive producer is Muthoni Muturi.Listen to every episode of the NPR Politics Podcast sponsor-free, unlock access to bonus episodes with more from the NPR Politics team, and support public media when you sign up for The NPR Politics Podcast+ at plus.npr.org/politics.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture The Spain, Portugal and France blackout caused by green energy. The [CB] will try to force empty shelves and try to convince the people that it's Trump, this will fail. Retailers have been preparing and other nations will fill the gap. The fake news is pushing a recession, the numbers tell another story. Banks will be obsolete. Think Andrew Jackson. The [DS] players are now being held accountable for election interference. This is just the beginning, the narrative will continue until Trump and team shows how they over-through the US Gov and duly elected President in 2020. Trump has the [DS] exactly where he wants them and they are getting weaker and weaker. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/goddeketal/status/1917219854861451569 EU Admits It's Stuck Under US Tech Giants' Thumb The European Union has admitted that it cannot break free from the dominance of US tech companies, Politico reported on Wednesday, citing the draft of the International Digital Strategy for Europe set to be released in June. Brussels has reportedly admitted that freeing itself from the dominance of US tech companies is unrealistic, and that "cooperation will remain significant across the technological value chain." EU states remain dependent on US tech companies, and US President Donald Trump's stance on Europe has the bloc fearing for its sovereignty in global technologies, including social media and cloud services. Another concern is linked to the ability of US law enforcement bodies to get access to data processed by Amazon, Microsoft and Google, the paper said. The draft of the strategy also signals that the EU has very few fresh ideas that may help Europe become an important player in the global technology field, the paper added. Source: sputnick.com https://twitter.com/SchmittNYC/status/1917224051191304619 BINGO – Longshoreman Union Announce Opposition to President Trump's Tariff Program “The International Longshore and Warehouse Union (ILWU) unequivocally condemns the recent tariffs that the Trump administration has imposed.” [SOURCE] All these moves are so transparently political, it almost makes you laugh. However, that said, we are now in a better position to understand exactly how the Democrats and Deep State operatives will weaponize the supply chain along with their union orcs. In the next phase of the anti-Trump tariff agenda, approximately 3 months from now it will begin, we will see/hear a constant drumbeat of empty shelves, missing parts and missing products. Whether factually true, or whether the shortages are an outcome of a strategy by the ILWA to assist the shortage narrative, the overall objective will be to blame President Trump for everything from shortages of medicine to shortages of parts to fix, repair or maintain consumer products. Source: theconservativetreehouse.com https://twitter.com/KobeissiLetter/status/1917263959108862343 Trump to Sign Executive Order Providing Automakers Tariff Relief President Donald Trump will sign an executive order on Tuesday relaxing some of his 25% tariffs on autos and auto parts. The directive is the result of conversations directly with domestic auto manufacturers, a senior Commerce Department official said on a call with reporters. The administration will offer automakers that finish their vehicles domestically a 15% offset of the cost of the tariffs. Automakers can choose how to allocate the offset.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1032: Today we break down Trump's new tariff offsets for U.S. automakers, GM's massive recall of its flagship V-8, and a heartwarming $50K donation from West Herr's CEO to support local youth.Show Notes with links:President Trump is throwing automakers a bit of a lifeline on tariffs—but it's not a free ride. His new executive orders are easing some of the pressure, but only if manufacturers meet some very specific conditions.Automakers who build vehicles in the U.S. can apply for a special reimbursement starting April 3, 2025.That reimbursement is worth 3.75% of the MSRP for the first year, dropping to 2.5% in year two.To qualify for the full break, at least 85% of the vehicle's parts have to be made in the U.S. or in a country covered by the USMCA.If a vehicle hits 50% U.S. content, the company will only pay tariffs on the remaining 35% instead of the full 50%.Parts themselves are also capped—companies can get reimbursed for components making up to 15% of a vehicle's value in year one, and 10% in year two.Vehicles and parts must be assembled in the U.S. to qualify, and a new system for applying is expected within 30 days.At a Detroit rally yesterday, President Trump said, “They took in parts from all over the world. I don't want that. I want them to make their parts here. We gave them a little bit of time before we slaughter them if they don't do this.”In news that hits close to home, General Motors has issued a voluntary recall of 721,000 6.2-liter V-8 engines due to potential engine seizure, affecting pickups and large SUVs built from March 2021 through May 2024.The issue stems from rod bearing damage caused by sediment and crankshafts with improper dimensions and surface finish.Faulty components were supplied by American Axle & Manufacturing and Questum Macimex.Dealers face backlog challenges as each engine swap takes over 22 hours and requires full replacement engines.GM says inspections will begin first; engines that pass will receive 0W-40 oil, a new filter, cap, and owner's manual update.“The safety and satisfaction of our customers are the highest priorities for the entire GM team,” said spokesman Bill Grotz.We'll end the show with a bright spot: During the Depew-Lancaster Boys & Girls Club's Spring Fundraiser, West Herr President/CEO Scott Bieler made a surprise $50,000 donation through his family foundation.The gift honored Bethanne Hollis, West Herr's VP of Variable Ops and a club board member.The donation helps offset major funding losses for the club this year.Funds will directly support local youth programs and services.“We are so lucky to have both of these amazing individuals leading the way,” West Herr statJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
AP correspondent Ben Thomas reports President Trump is offering automakers some relief on his 25% tariffs. ((opens with actuality))
Listen to the April 30th, 2025, daily headline round-up and find all the top news that you need to know.
Markets closed higher as investors digested fresh earnings and a surprising break for automakers on tariffs. Let's dive into what moved the markets yesterday!Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
Canada's Prime Minister Mark Carney took aim at President Donald Trump while claiming victory in his country's federal elections. Meanwhile, Trump is marking his 100th day in office by focusing on the economy, but voters are so far unimpressed. Automakers may soon get another tariff reprieve. Chemicals found in common household products have been linked to heart disease deaths. Plus, we'll tell you how a fighter jet was lost by the US Navy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Trump administration will reduce some of the crippling tariffs for automakers. CNBC's Phil LeBeau explains the potential impact on General Motors, and former Ford President Mark Fields explains how other automakers are preparing their supply chains for the White House's trade agenda. The “Big 6” GOP leaders have met at the Capitol to discuss a mega-bill; attendee House Ways and Means Chairman Rep. Jason Smith explains his party's revenue agenda. Plus, Nike is in hot water with shareholder Bill Ackman over a billboard, and Canada voted to keep the Liberal Party's Mark Carney as Prime Minister. Rep. Jason Smith 16:25Phil LeBeau 31:44Mark Fields 37:47 In this episode:Jason Smith, @RepJasonSmithPhil LeBeau, @LebeaucarnewsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
The Trump administration prepares to reward the auto industry by lifting levies to boost car manufacturing in the U.S. Also, Canada elected a new prime minister. These stories and more highlight your Unbiased Updates for Tuesday, April 29, 2025.
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
Woedend is het Witte Huis op Amazon. De webwinkel wilde op een deel van de website laten zien hoe erg die handelstarieven van Trump er in hakken. Dat kan de president er niet bij hebben, niet nu hij aan die tarieven aan het morrelen is.Trump komt namelijk de autosector tegemoet. Een aantal heffingen bouwt hij af. Daarmee maakt hij wéér een draai. Deze aflevering kijken we of hij nog meer concessies gaat doen en wat er over blijft van zijn plannen voor de handelsoorlog. En of het nog goed komt tussen hem en Amazon-oprichter Jeff Bezos.Spanningen zijn er ook tussen Microsoft en OpenAI. Jarenlang waren ze de beste vrienden van Sillicon Valley. Zelfs toen de topman van OpenAI ruw op straat werd gezet, ving Satya Nadella van Microsoft hem op. Maar die tijd is voorbij. Ook bespreken we de problemen van chipmaker NXP. Dat waarschuwt voor een 'zeer onzekere omgeving'. En juist van die onzekerheid zijn beleggers niet gecharmeerd. Ook niet van het feit dat de topman ineens met pensioen gaat.Hebben we ook nog goed nieuws en dat komt van de maker van het favoriete drankje van Trump. Coca-Cola zegt dat het (tegen de verwachtingen in) géén last heeft van de tarieven van diezelfde Trump. In tegenstelling tot aartsrivaal Pepsi.See omnystudio.com/listener for privacy information.
The Trump administration prepares to reward the auto industry by lifting levies to boost car manufacturing in the U.S. Also, Canada elected a new prime minister. These stories and more highlight your Unbiased Updates for Tuesday, April 29, 2025.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1030: Today we're talking about the real hurdles to moving auto production stateside, catching up with Carlos Ghosn's new life as a leadership coach (and fugitive), and Amazon's surprising new experiment that lets shoppers stray beyond its walls.Show Notes with links:A quarter of U.S. automotive assembly capacity sat unused at the end of 2024, suggesting opportunity amid the backdrop of President Trump's tariffs. However, shifting production to underutilized plants is far more complicated than it sounds.Toyota, BMW, and Honda used over 80% of their U.S. production capacity, leaving little room for more output.Automakers like Stellantis, GM, Ford, and Nissan have more idle capacity but face logistical and investment hurdles.Stellantis' Warren Truck Plant has just 17% utilization but can't quickly absorb new models without major investment, despite being able to build related pickups and SUVs.Ford's Flat Rock Assembly Plant could theoretically take on new models like the Mustang Mach-E, but even the fastest transition would still take six months to a year to execute.Sam Fiorani of AutoForecast Solutions said: "The rhetoric that moving assembly of vehicles into open spaces is easy and quick is not accurate."Five years after his dramatic escape from Japan, former Nissan and Renault CEO Carlos Ghosn is living a quieter life in Lebanon — but remains an international fugitive still shadowed by legal battles.Ghosn lives in a disputed $20M mansion, running executive bootcamps for midlevel managers at a Lebanese university.Despite legal threats from France and Japan, Lebanon's refusal to extradite its citizens keeps him out of reach.He still denies all accusations, blaming Nissan insiders for orchestrating his downfall to block a deeper Renault-Nissan alliance.Ghosn remains bullish on globalization, calling recent tariff tensions “a joke” against broader interconnected trends.He criticized the post-split struggles of Nissan and Renault: “Nissan is begging for some financial help, and Renault is back to what it was before 1999 — a small European company.”In a surprising pivot from its traditional walled-garden strategy, Amazon is testing a program that lets customers shop directly from third-party brand websites — without leaving its app.Shoppers can either be redirected to brand sites or complete purchases through Amazon's “Buy for Me” checkout feature.Amazon handles payment transfer securely, while shipping, returns, and customer service stay with the brand.The move allows Amazon to collect deeper shopper data, enhancing ad targeting and product recommendations.Industry experts suggest Amazon is trading short-term sales for long-term insights and stronger ad business.Jason Goldberg of Publicis said: “The bigger share of a custoJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
This episode of Between the Lines: The Road Ahead hosted by Carrier Management Deputy Editor, Elizabeth Blosfield, unpacks a new U.S. rule banning certain vehicle tech tied to … Read More » The post Are U.S. Automakers Ready for the China and Russia Tech Crackdown? appeared first on Insurance Journal TV.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1023: From tariff talk taking over the New York Auto Show to Toyota rethinking RAV4 production, and LiveWire's electric leap into law enforcement—we've got you covered.Show Notes with links:Automakers came to New York looking to celebrate new vehicles, but found themselves answering the same old questions—about tariffs. Despite flashy debuts and high-octane reveals, the weight of trade policy loomed over every conversation.Subaru U.S. chief Jeff Walters debuted the all-new Outback, only to field immediate questions about tariffs instead of the vehicle.Nissan embraced the tension with a tongue-in-cheek window decal reading “FREE from new tariffs” on its U.S.-built models.They also revealed plans to build 80% of U.S. inventory domestically, up from 50%, citing flexibility amid tariff volatility.Tariffs dominated nearly every conference panel, with one moderator finally pausing and saying, “Ladies and gentlemen, the bar is open.” It was 10 a.m.Our friend John Bozzella of the Alliance for Automotive Innovation called for more time and flexibility, warning that rushed tariff policy could mean “increased prices and a slowing of sales.” “The key is time for adjustment,” Bozzella said. “This is a massive industry.”Toyota is reevaluating its production strategy for the next-gen RAV4, exploring a shift to U.S. manufacturing as a hedge against 25% import tariffs and currency swings.Toyota sold over 475,000 RAV4s in the U.S. last year—its most popular model, making up 20% of its U.S. volume.Originally planned for export from Japan and Canada, U.S. production in Kentucky is now under serious consideration.The shift would help meet expected demand and mitigate tariff-related costs, with potential U.S. output beginning in 2027.While plans aren't final, Toyota noted it “continually studied ways to improve its manufacturing” but declined to confirm speculation.LiveWire, the electric spin-off from Harley-Davidson, is getting into the public service game with a new line of police-spec electric motorcycles.The new fleet includes emergency lighting, sirens, and reinforced mounts, tailored for urban patrol, motorcades, and event security.Benefits include low maintenance, silent operation, and instant torque—ideal for quick maneuvering through tight city traffic.Custom ride modes, regenerative braking, and one-handed operation aim to reduce officer fatigue and improve shift efficiency.Police departments can choose from a suite of configurations, reinforcing the model's flexibility in law enforcement roles.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
ABC News Tech Reporter Mike Dobuski breaks down a judge's ruling that Google has held illegal online ad-tech monopolies. Plus, he reports on how tariffs are the big topic among automakers at the NY Auto Show.
WWJ's Auto Reporter Jeff Gilbert says auto executives are still trying to figure out how tariffs will impact sales. He reports from the NY Auto show with Megan Lynch.
Rich talks about China ceasing its exports of rare earth minerals and reports of Honda moving plants out of Canada and Mexico with Will Hild, executive director of Consumers First. Next, Allum Bokhari, managing director at the Foundation for Freedom Online, has more on Mark Zuckerberg's testimony at Meta's anti-trust trial. Plus, ADHD in the news with Dr. Vince Callahan, founder of the Florida Institute for Neural Discovery. Learn more about your ad choices. Visit podcastchoices.com/adchoices
WWJ auto analyst John McElroy reports Cupra wants to sell cars in the U.S. by 2030 and is talking with Penske Automotive to sell them.
April 16, 2025 ~ Canada is easing pressure on automakers by allowing tariff-free imports of U.S.-made vehicles, provided that the companies maintain vehicle production within Canada. Bloomberg Auto Business reporter Keith Naughton talks with Lloyd, Jamie, and Chris Renwick about this being a strategic response to competition for auto manufacturing.
President Trump suggested temporarily exempting auto tariffs to give carmakers time to adjust supply chains. Automakers rely on international partners like Canada, Mexico, and China, making a fully U.S.-made car nearly impossible, experts say.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Paul, Kyle, Michael, and Nathan woke up at 4am so they could be in NYC by breakfast to begin the day of coverage at the JD Power Auto Forum in Manhattan. They'll be talking to industry experts and Dealers about the current Dealer response to tariffs, inventory, and people strategy. Show Notes with links:Auto Forum preview: Mike Cottone (Pres. Volvo), Randy Parker (CEO N.A. Hyundai/Genesis), Sen. Bernie Moreno, John Bozzella, Tom DollPresident Trump is considering exemptions to steep auto part tariffs to ease the transition for carmakers shifting supply chains back to the U.S. This could offer short-term relief for manufacturers—and markets took notice.Trump may delay tariffs on some imported auto parts.Automakers say immediate tariffs would trigger layoffs and price hikes.Shares of Ford, GM, and Stellantis rallied after Trump's comments.The 25% vehicle tariff and upcoming parts tariffs are part of his American manufacturing push.“They need a little bit of time, because they're going to make them here,” Trump said.Insurance premiums for Teslas are rising nearly three times faster than the rest of the market, fueled by high repair costs and increased vandalism. Despite Tesla's efforts, the financial hit is landing squarely on owners' wallets.Tesla insurance premiums jumped 22–29% across key models.The Model Y saw the steepest rise—nearly 3x the national average.Vandalism and expensive repairs are the main culprits.Tesla's own body shops haven't yet eased premium hikes.Average 2025 insurance cost for a Model 3: $4,364 per year.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
Stocks kicking off the week with another volatile session. How the latest tariff headlines are causing even more market swings, why a technical ‘death cross' is flashing warning signs in the S&P 500's technicals, and why one currency expert says to steer clear of the U.S. dollar. Plus Why there's more under the hood on EU auto imports & exports, and what “help” from Washington could look like as tariffs hit the industry. Fast Money Disclaimer
President Trump's zigzag on tariffs boosted shares of tech companies focused on hardware. Plus, Goldman Sachs shares rose after the investment bank reported higher revenue from equities trading. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
As costs to repairs cars soars, WWJ auto analyst John McElroy reports Stellantis is partnering with a supplier, Valeo, to remanufacture electronic components.
Car prices are sky-high, EVs aren't ready, and automakers are on the brink. Is now the worst time to buy a car? Let's break it downGrab a copy of my book:https://partsmanagerpro.gumroad.com/l/qtqax"The Parts Manager Guide" - https://www.amazon.com/Parts-Manager-Guide-Strategies-Maximize-ebook/dp/B09S23HQ1P/ref=sr_1_4?crid=3UZYOGZJUNJ9K&keywords=parts+manager+guide&qid=1644443157&sprefix=parts+manager+guid%2Caps%2C244&sr=8-4Please remember to like, share and leave your comments.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-motor-files-podcast--4960744/support.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1007: Consumers hit showrooms ahead of tariff hikes, juicing March sales and making record months and Q1s. Dealers like Rhett Ricart and Zac Kinch fielded a flood of buyers with questions and Amazon dropped Nova Act—an AI agent that shops, browses, and books like a pro.Spurred by tariff fear, consumers flooded showrooms in late March, giving the U.S. auto market a surge just in time for Q1 closings. The urgency sparked record performances for brands and sent retail sales soaring.Ford was up 19%, with Hyundai (+15%) and Kia (+25%) posting their best ever March and Q1. GM posted a 17% Q1 jump, with Buick leading at +39%.Inventory shortages, especially in hybrids, are expected in Q2 as a result of early Q1 pull-forwards.The average March retail price hit $44,849, up $637 YoY.Randy Parker, CEO of Hyundai and Genesis North America: “It's probably the best weekend that I've seen since Cash for Clunkers… Lots of people rushed in this weekend, especially, to try and beat the tariffs.”The looming reality of sweeping import tariffs sent ripple effects through the auto retail landscape over the weekend, as dealers fielded a surge of questions and customer visits. While many came to buy, others came simply to understand what's coming.Dealers are racing to educate consumers: inventory levels ticked up as brands rushed vehicles into the U.S. before the deadline.The Trump administration's 25% import tariff is set to hit over 7 million vehicles starting April 3.Automakers are taking a mixed approach to pricing ahead of the tariffs—some, like BMW, are temporarily holding prices steady on imported models, while others are reducing incentives despite rising inventory, anticipating that tariffs will naturally drive prices higher. Rhett Ricart, CEO, Ricart Automotive Group said “One out of four of the people who called in were talking about tariffs—‘Does this car have a tariff on it? A Hyundai? A Kia? A Nissan?' That's what they wanted to know about.”Zac Kinch, GM, Bob Rohrman Toyota said “This is gonna be, ‘Learn and fly by the seat of our pants'... I think the auto industry is going to have to figure it out.”Amazon is diving deeper into AI with Nova Act, a semi-autonomous agent designed to operate both online and in the real world. With capabilities like browsing, shopping, and task execution, Nova Act is aiming to be your new digital helper.Nova Act can complete tasks like finding rentals, placing orders, or filling out forms.Nova Act SDK lets developers build bots for hotel bookings, food orders, and more.It comes in text-generation tiers (Micro, Lite, Pro) and supports image (Canvas) and video (Reel) creation.“Nova.amazon.com puts the power of Amazon's frontier intelligence into the hands of every developer,” said Rohit Prasad, SVP of Amazon AGI.Join Paul J Daly and Kyle Mountsier as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, sHosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email
Mike Armstrong and Marc Fandetti discuss the current state and outlook for American automakers. What are municipal bonds and what is their tax status? What CoreWeave stock's trading means for the IPO market. How eliminating property taxes in Florida could affect the state's real estate market. If the US falls into a recession is it the government's fault?
- Tesla's EU Sales Continue to Drop - Tesla's Stock Shrugs Off Bad News - China to Restructure Its Auto Industry - Toyota to Buy LG Batteries from Ex-GM Plant - Stellantis Stumbles with Hybrid Production - Hyundai's Wild Insteroid Concept - Hyundai Shows New Wheelchair Van - Chevy Offers Massive Discount on BrightDrop Vans - Hydrogen Truck Companies Going Bankrupt - Autoline Poll Results
- Tesla's EU Sales Continue to Drop - Tesla's Stock Shrugs Off Bad News - China to Restructure Its Auto Industry - Toyota to Buy LG Batteries from Ex-GM Plant - Stellantis Stumbles with Hybrid Production - Hyundai's Wild Insteroid Concept - Hyundai Shows New Wheelchair Van - Chevy Offers Massive Discount on BrightDrop Vans - Hydrogen Truck Companies Going Bankrupt - Autoline Poll Results
Why was Tesla not hit as hard by Trump's new tariffs as GM, Toyota or BMW? And why did Lululemon's results spook investors? Plus, how did investors react to Family Dollar leaving the Dollar Tree family? Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why was Tesla not hit as hard by Trump's new tariffs as GM, Toyota or BMW? And why did Lululemon's results spook investors? Plus, how did investors react to Family Dollar leaving the Dollar Tree family? Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets. In this week's episode he discusses record trading volumes and the ever-evolving tariff environment.
Foreign leaders in Europe, Canada and Asia sharply criticized President Trump’s announcement of 25 percent tariffs on imported cars and car parts. Nearly half of all passenger vehicles sold in the U.S. last year were assembled outside the country and experts say the tariffs could upend the global automotive industry. Amna Nawaz discussed more with Gavin Bade of The Wall Street Journal. PBS News is supported by - https://www.pbs.org/newshour/about/funders
(March 27, 2025)Amy King joins Chris Merrill, who is filling in for Bill while he is on vacation, for Handel on the News. Trump announces new auto tariffs in major trade war escalation. Homeland Security Secretary Kristi Noem visits El Salvador prison where deported Venezuelan criminals are being held. HHS scraps studies of vaccines and treatments for future pandemics. LA County Sheriff's Department to re-test some 4,000 DNA samples amid concerns about potentially incomplete results.
(March 27, 2025)Chris Merrill is in for Bill Handel while he is out on vacation. The Atlantic on Wednesday published a new article detailing purported information about recent American strikes in Yemen. Under current law, swatting threats are only considered to be a crime when they are made against an individual — not an institution, such as a school or hospital. Now, state legislators are backing new legislation to close that loophole. President Trump imposes a 25% tariff on cars and car parts that were imported into the United States. The Los Angeles County Sheriff's Department announced it plans to re-test about 4,000 DNA samples after learning the agency used testing kits over a roughly eight-month period that were found by the manufacturer to occasionally deliver incomplete results.
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Trump changes his course on tariffs, rolling out a one-month exemption for automakers. Plus, the Supreme Court rejects Trump's bid to pause billions of foreign aid. And, the U.S. pauses intelligence sharing with Ukraine just days after freezing military aid. Tim O'Brien, Jessica Yellin, David Jolly, Shannon Pettypiece, and Marc Dunkelman join The 11th Hour Midweek Nightcap this Wednesday.