May 06, 2025

The Shift is Real: Tariffs, E-Fuels, and the Rise of Humanoids [RR 1038]

27 minutes

Thanks to our Partners, NAPA Auto Care and NAPA TRACS

Derek Kaufman discusses the future of the automotive industry, from tariffs and Chinese EVs to the rise of hydrogen, e-fuels, and AI in repair shops. He explores how automation, policy, and innovation are reshaping the landscape—and why independent shops must build trust, embrace technology, and invest in training to stay competitive.

Derek Kaufman, Managing Partner, Schwartz Advisors, Listen to Derek’s previous episodes HERE.

Show Notes

Watch Full Video Episode

Introduction of Derek Kaufman (00:00:00)

Discussion on Tariffs and Market Reactions (00:02:28)

Concerns About Chinese EVs (00:05:06)

Historical Context of Quality in Automotive Industry (00:05:26)

Impact of EV Tax Credits on Sales (00:08:25)

Rethinking Climate Change and Transportation (00:09:27)

Future of Internal Combustion Engines (00:14:33)

The Role of AI in the Automotive Industry (00:16:12)

Humanoid Robots in the Workforce (00:17:01)

The Aging of Cars (00:19:48)

Humanoid Technology in Automotive (00:20:49)

Hydrogen Fuel Developments (00:21:21)

Refining Capacity and Renewable Fuels (00:22:01)

Distributed Power and Solar Farms (00:23:16)

Customer Loyalty Through Expertise (00:25:34)

Embracing EV Training (00:26:06)

Thanks to our Partners, NAPA Auto Care, NAPA TRACS and Automotive Management Network

Learn more about NAPA Auto Care and the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care

NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/

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By Carm Capriotto, AAP

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