Car dealers have a bigger problem than tariffs
This problem could reduce long-term demand for new vehicles.
The auto industry has experienced unprecedented disruption in recent years, from plummeting demand during the work-from-home phase of the pandemic to semiconductor shortages that sent prices surging as inventory shrunk, to the highest auto loan rates in decades. It hasn’t been an easy few years – and ongoing uncertainty about tariff policies in 2025 hasn’t exactly helped.
