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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 Doll

• President 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.

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