Sept. 29, 2025 | Market resilience about to be tested; JLR restarts some production
About this episode
Resilience in the US auto market is under scrutiny as Jaguar Land Rover restarts production post-cyber attack and First Brands files for bankruptcy. Experts discuss the impact of expiring EV tax credits on sales, with expectations of a surge in EV purchases before the deadline. The panel highlights consumer psychology shifting towards urgency in buying, driven by fears of rising prices and tariffs. Despite challenges, analysts remain optimistic about overall market strength, though a softer fourth quarter is anticipated as incentives fade.
Experts say they expect tariffs, expiring EV tax credits and other factors to hamper affordability in the coming months. JLR starts a phased production restart after a recent cyberattack. Plus, EVs are expected to buoy third-quarter sales results.
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