Abhijit Boora, a director at AlixPartners, explains during a conversation with Staff Reporter Molly Boigon how record net inflows to foreign trade zones and bonded warehouses indicate automakers are delaying tariff impacts.

He also discusses data that suggests automakers are reporting a small amount of U.S.-made content in vehicles imported from Canada and Mexico. Companies may have to work to shore up domestic supply chains and document U.S. sourcing to avoid significant tariff costs.