The Perfect Storm in Automotive: Tariffs, EVs and the Used Car Surge
About this episode
The conversation covers a wide range of topics, including the automotive industry, vehicle technology, aluminum tariffs, used car prices, EVs, and taxation. The discussion also delves into the impact of these factors on business operations and market strategies.
Takeaways
- EVs and hybrids are gaining importance in the automotive market
- Used car prices are on the rise, impacting consumer behavior and market dynamics
- Aluminum tariffs and taxation are influencing business decisions and market strategies
Chapters
- 00:00 Introduction and Hyundai's $105,000 Car
- 05:59 Aluminum Tariffs and Ford's Manufacturing Challenges
- 13:05 Impact on Used Car Prices and Market Dynamics
- 21:01 Aluminum vs. Steel and Vehicle Repair Challenges
- 28:56 EVs, Hybrids, and Market Strategies
Hyundai Genesis
"...en more to talk about. Have you seen Hyundai's or Genesis, sorry, their latest $105,000, let's call it what..."
Ford F150S
"Zach Fritz: funny like versus steel like this is a quick comparison so I've got a truck it's all steel bodied and The other day I threw a ratchet strap over and it dinged the bedside and I just got behind it with my PDR tools and popped it in and you can't tell at all. But I've also been in loaner vehicles, know, F-150s that are on aluminum bodies and you do that to those, there's no popping it out. It's gonna be rippled and distorted and you've got to shrink and mess with the metal so much where you mostly get to the point of paint work. mean, just look at insurance statistics across aluminum body vehicles, And hail storms, especially, know, Colorado, I mean, it's, you know, this is the season where we get giant gorilla hail and it totals out aluminum body vehicles."
Tesla Cybertruck
"... up the road, sir. Zach Fritz: mean, what about a Cybertruck? It's bigger than my truck and heavier. So, I mea..."
Toyota Prius
"...y're trying to dump their truck and say, I need a Prius or I need a Corolla. Let's let's move forward. Yo..."
Toyota Corolla
"...p their truck and say, I need a Prius or I need a Corolla. Let's let's move forward. You know, so if histor..."
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