The pull-up of electric vehicle sales before federal incentives went away juiced sales for many automakers in September and the third quarter. LG Energy is resuming U.S. business trips after a visa deal with South Korea. Plus, Stephanie Valdez Streaty, Cox Automotive’s director of industry insights, talks about the likely short- and long-term impacts of the end of federal EV tax credits.

Ford CEO Jim Farley says “we’ve made a lot of progress” in his time leading the automaker, which began five years ago. EV sales take off in September ahead of the end of federal tax credits. Plus, Staff Reporter Molly Boigon talks about what the federal government shutdown means for the auto industry.

Federal electric vehicle tax credits expire at midnight. General Motors and Ford are using their financing arms to offer the federal incentive beyond its expiration. Plus, EV Politics Project founder Mike Murphy talks about the state of electrification as federal support evaporates.

Experts say they expect tariffs, expiring EV tax credits and other factors to hamper affordability in the coming months. JLR starts a phased production restart after a recent cyberattack. Plus, EVs are expected to buoy third-quarter sales results.

In this second and final part of Molly Boigon’s interview with U.S. Senate Candidate Mike Rogers, the former Republican Congressman from Michigan talks about the elimination of federal tax credits for EVs, funding for battery research and more.

Listen to Part 1 of the interview here: What JLR production shutdown means for dealers - Automotive News

Automotive News’ Larry P. Vellequette and Richard Truett discuss the biggest news of the past week, including fallout from cyberattacks against JLR and Stellantis, the brewing battle over the EPA’s emissions rules and more.

The U.S. will impose tariffs on heavy trucks and other products. Tesla urges President Donald Trump not to repeal vehicle emissions rules. Plus, TransUnion’s Satyan Merchant talks about what the Fed’s interest rate cut means for auto lending and the refinance market. 

Jeff Morrison, General Motors’ senior vice president of global purchasing and supply chain, talks about how the automaker is working through growing challenges related to trade and tariffs. Bosch plans to cut 13,000 jobs to bring down costs. Plus, Honda cancels the Acura ZDX built by General Motors after just one model year. 

A panel of experts discusses uncertainty and higher costs from tariffs, with one saying automakers are managing so far by “spreading the peanut butter” — distributing the financial burden across global operations. Automakers urge the EPA to ease tailpipe emissions rules. Plus, JLR works to pay struggling suppliers during its production halt.

Former Congressman Mike Rogers, R-Mich., who is running for Michigan’s open U.S. Senate seat, says President Donald Trump’s tariffs are working to boost U.S. manufacturing investments. JLR extends its production shutdown again after this month’s cyberattack. Plus, California Gov. Gavin Newsom says General Motors CEO Mary Barra “sold us out” on EV tax credits.