Sharon Terlep
speaker
67 appearances
3 recordings
1 series
first heard Apr 2025
last heard Aug 2025
Sharon Terlep’s voice in public audio — every appearance, attributed to the second.
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Appearances
But the very dramatic and very quick shift has been the dismantling of these regulations, some of which have been in effect for years or decades, that really have underpinned
both automakers' plans to build electric vehicles and a shift toward smaller vehicles, maybe limiting bigger SUVs.
And so that's been a very quick shift in a matter of recent months.
Okay, whole new world for these automakers.
How are they actually responding?
What are they doing?
They're talking about a world in which they can shift some of these huge investments that they've made in EVs, and they are still making EVs, but this is all a matter of proportion.
And putting some of that money into gas-powered vehicles, whether it be V8s or SUVs or pickup trucks or could be smaller vehicles as well, but the real profit is in these very big trucks.
There certainly is the question of how many of these can you sell?
It's a really competitive segment.
The thing with these cars are they are so much more profitable.
You don't need to sell as many of them as you do a sedan or a very small SUV to make a good amount of money.
More profitability, they say.
Ford CEO Jim Farley said this is a multi-billion dollar opportunity for the company.
The bigger questions are long term and what does this mean long term.
OK, these are more profitable vehicles, but they're also faced with these tariffs.
So all told, what is the impact going to be altogether on their balance sheet?
The automakers have been taking multibillion dollar hits on tariffs.
Different automakers are affected differently.
And the Trump administration has made this point also that as much as tariffs are costing the industry, deregulation financially is helping it.
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