Abhijit Boora, a director at AlixPartners, explains during a conversation with Staff Reporter Molly Boigon how record net inflows to foreign trade zones and bonded warehouses indicate automakers are delaying tariff impacts. He also discusses data that suggests automakers are reporting a small amount of U.S.-made content in vehicles imported from Canada and Mexico. Companies may have to work to shore up domestic supply chains and document U.S. sourcing to avoid significant tariff costs.
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Abhijit Boora, a director at AlixPartners, explains during a conversation with Staff Reporter Molly Boigon how record net inflows to foreign trade zones and bonded warehouses indicate automakers are delaying tariff impacts. He also discusses data that suggests automakers are reporting a small amount of U.S.-made content in vehicles imported from Canada and Mexico. Companies may have to work to shore up domestic supply chains and document U.S. sourcing to avoid significant tariff costs.
Michael Dunne shares China’s playbook for automotive supremacy
Shift: A podcast about mobility
44 minutes
4 months ago
Michael Dunne shares China’s playbook for automotive supremacy
Michael Dunne, CEO and founder of advisory firm Dunne Insights, details how Chinese automotive startups like BYD asserted dominance over Detroit’s legacy carmakers. He explores Ford CEO Jim Farley’s effusive praise of Chinese automakers during the recent Aspen Ideas Festival and the difficulty legacy automakers have in keeping pace with clean-sheet tech startups. Finally, Dunne discusses a workaround that American consumers might utilize in purchasing Chinese EVs and avoiding high tarif...
Shift: A podcast about mobility
Abhijit Boora, a director at AlixPartners, explains during a conversation with Staff Reporter Molly Boigon how record net inflows to foreign trade zones and bonded warehouses indicate automakers are delaying tariff impacts. He also discusses data that suggests automakers are reporting a small amount of U.S.-made content in vehicles imported from Canada and Mexico. Companies may have to work to shore up domestic supply chains and document U.S. sourcing to avoid significant tariff costs.
