John Irwin

Legal experts say the ruling will have significant ramifications for automakers and suppliers, with billions of dollars at stake for them.

Major North American suppliers sought to assure investors they are up to the task of managing multiple supply chain disruptions.

More parts are now subject to auto tariffs. That might be welcome news for automakers and suppliers looking to avoid costlier steel and aluminum tariffs.

Upcoming negotiations between the U.S., Mexico and Canada could radically change how auto manufacturers approach product and investment plans in North America.

Two years following the end of the 2020-23 microchip shortage, supply chains for automotive-grade semiconductors remain fragile.

Potential U.S. tariffs on industrial machinery and robotics and planned Chinese export controls on EV battery equipment and materials threaten domestic investments, executives and analysts said.

Many suppliers, especially smaller ones, worry about their ability to gain price concessions from customers amid high tariffs and EV program delays.

The Trump administration extended auto tariff relief through April 2030. The reprieve will also be extended to engine producers and some Canadian and Mexican steel and aluminum companies.

Suppliers surveyed for the quarterly Automotive News Auto Industry Confidence Index were more pessimistic about the future than automakers and dealers.

Anderson Economic Group analyzed automakers' tariff costs through the first 10 months of 2025 for imports to the U.S. from its two neighbors.

EV battery supply chains are especially vulnerable to export curbs China plans to implement and to President Donald Trump's threatened 100 percent tariff on Chinese goods.

The question facing automakers in the still-uncertain global trade environment: How much more can they reasonably ask buyers to pay while keeping their products competitive?

EV hype at the annual Battery Show in Detroit gave way to enthusiasm about energy storage systems.

Automakers and major parts companies want their suppliers to adopt AI in their factories. That can be a challenge, especially for small suppliers, executives said.

Larger suppliers are generally faring well as automakers adapt to changes in trade and EV demand. Smaller ones are struggling.

Supplier finances diverge as automakers scrap EV plans and adjust to tariffs

High tariff costs and the Trump administration's deregulatory push could cause some automakers to opt for less expensive, heavier parts, analysts said.

When there is little warning about tariffs it's difficult for companies to plan investments in the U.S., automakers and suppliers said in a letter to the Trump administration.

Smaller, private suppliers are more likely to be financially strained than their larger, public counterparts.

Automakers and suppliers have clamored for clarity on long-term trade policy. They're unlikely to get it anytime soon, panelists said.