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In this timely episode of Auto Intelligence, hosts Steve and Claire dive deep into the massive disruption caused by 2025's tariff policies on the global automotive industry. From manufacturing impacts to dealership challenges, they examine how a 25% levy on imported vehicles and targeted tariffs on parts are reshaping the entire automotive landscape.

Key discussions include:

• Ford suspending its full-year financial forecast with $1.5 billion in projected losses
• GM lowering earnings projections by $5 billion due to tariff impacts
• Stellantis halting production at Canadian and Mexican plants, resulting in 5,400 layoffs
• The surge in bonded warehouses at the Port of Los Angeles as importers delay tariff payments
• China's rare earth export restrictions causing a crisis in EV motor production
• The "import adjustment offset" relief measures announced April 29th
• How USMCA compliance with 75% regional content is becoming critical for cost management
• The rising role of AI in navigating complex tariff exposures

Particularly fascinating is their analysis of how automakers are employing different strategies - from Hyundai's Customer Assurance Program freezing prices to increased nearshoring in Mexico. The episode offers valuable insights for industry professionals trying to understand and navigate this fundamental restructuring of the automotive supply chain.

Auto Agentic (www.autoagentic.ai) is an automotive intelligence company architecting how AI actually operates across dealership organizations.

Founded in 2024, Auto Agentic was created to solve a problem no vendor was addressing: automotive didn’t lack AI tools—it lacked intelligence architecture. As features multiplied, coordination worsened, insight fragmented, and transformation stalled.

Auto Agentic exists to change that.

We design agentic intelligence systems that unify operations, coordinate data and workflows, and enable organizations to move from fragmented automation to connected, predictive, and self-improving intelligence.

Our work is built on three foundations:
 • the Automotive Intelligence Pyramid
• a coordinated agentic architecture of 75+ automotive-native agents
• and systematic transformation partnerships

Auto Agentic is SOC 2 Type II certified and trusted in regulated environments.

We don’t deliver tools. We build operating intelligence.

We partner with dealer groups and OEMs to architect how intelligence flows across their organizations—creating companies that coordinate rather than hand off, predict rather than react, and build advantages that compound over time.