Chinese EV makers are facing a cumulative 125% tariff wall into the U.S., so they are looking for side doors through alliances, North American production, Mexico, and Canada.

Today’s episode breaks down the USMCA tariff chess match, Europe’s 55% rules-of-origin problem, Ford’s 8% margin strategy, Bob Roman Toyota’s $50 oil-change inventory play, and Keyloop’s AI-powered sales hub for dealer lead handling.

Today's Key Headlines

~Chinese EV makers face an estimated cumulative 125% tariff wall into the United States

~Ford and Stellantis are using Chinese-linked tech through Geely and LeapMotor relationships

~EU and UK automakers need 55% local vehicle value, but battery sourcing is under 20%

~Ford is targeting an 8% profit margin while focusing on trucks, SUVs and a $30,000 EV pickup

~Keyloop’s AI sales  ...