Sept. 24, 2025 | Automakers “spread the peanut butter” with tariff costs, say experts
About this episode
Automakers are pushing the EPA to relax tailpipe emissions regulations as they face challenges from tariffs and trade uncertainties. Experts discuss how these tariffs have left the industry in a state of paralysis, affecting decision-making and pricing strategies. The panel highlights the complexity of the automotive supply chain and the need for clarity in trade policies. Notable guests include industry leaders from Auto's Drive America and S&P Global Mobility, who share insights on managing costs and navigating the evolving landscape of tariffs and regulations.
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.
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