Automotive News Daily Drive

General Motors says tariffs could have up to a $5 billion impact this year as it cuts its 2025 profit forecast. Ford CEO Jim Farley says Trump’s import duty changes don’t do enough. Plus, Cox Automotive Chief Economist Jonathan Smoke and the company’s executive analyst, Erin Keating, talk about the likely impacts of the latest tariff moves on the industry.

The Trump administration is easing tariffs on much of the industry. The White House summons auto execs for U.S. investment talks. Plus, autoworkers who attended President Trump’s rally, and some who were there to protest, talk about how they are feeling about the first 100 days of his second term.

President Trump aims to ease tariff burdens for U.S. automakers. General Motors’ earnings drop as import duties spoil the company’s 2025 guidance. Plus, Tu Le, managing director of Sino Auto Insights, talks about what he saw last week at the Shanghai auto show in China.

Porsche dealers say they have not received shipments of new vehicles from U.S. ports for several weeks. Nissan is upping U.S. Rogue production by 56 percent. Plus, McKinsey partners Philipp Kampshoff and Patrick Hertzke talk about the company’s new consumer pulse survey that suggests more EV drivers are happy with their choice.

Tomohiro Kubota, CEO of Subaru Canada, talks about shaking up the company’s mix of imports from assembly plants in the U.S. and Japan amid tariffs. Plus, Automotive News Staff Reporter Molly Boigon discusses the political environment surrounding automotive trade.

Automotive News Staff Reporter John Irwin talks about the latest tariff news and what to expect when rules about parts duties roll out in the coming days.

Protective Asset Protection’s Paul McCarthy talks about how tariff ripples are being felt in dealership F&I offices. U.S. Transportation Secretary Sean Duffy unveils an automated vehicle framework. Plus, Toyota’s chairman proposes a supplier buyout valued at $42 billion.

Nissan is staring at the possibility of a $5.3 billion net loss. Hyundai shifts some Mexican production to the U.S. Plus, Automotive News Staff Reporter Laurence Iliff talks about what’s happening at Tesla and whether the EV leader can turn the ship around.

Tesla says first-quarter net income fell 71 percent. A U.S. auto industry coalition tells the White House that parts tariffs will cause layoffs and bankruptcy. Plus, Kaity Fischer, Wayve’s vice president of commercial and operations, talks about the company’s new partnership with Nissan and what is next for the self-driving tech startup.

Jeff Burnstein, president of the Association for Advancing Automation, talks about the future of robotics in the auto industry and the upcoming Automate 2025 show in Detroit. Tariffs dent the outlook for global auto production. Plus, Nissan tells dealers there won’t be any price hikes until June.