Shift: A podcast about mobility

Analysts predicted a tariff-driven autos apocalypse. Why didn’t that happen?

September 6, 2026·30 min
Episode Description from the Publisher

Lenny LaRocca, KPMG’s U.S. automotive industry leader, joins Molly Boigon, Automotive News tech and innovation reporter, on the “Shift” podcast. LaRocca talks about why early predictions of a tariff-driven industrywide meltdown never materialized, and how auto companies adapted to avoid catastrophe. Boigon and Hannah Lutz, assistant managing editor of content at Automotive News, also discuss BYD’s fast-charging rollout and a recent study that found that consumers have a better experience with...

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