ICYMI: Spring optimism grows for dealers as challenges remain. Massive union breakthrough in the South signals ripple effects for dealers. Ford pushes to block Chinese EVs as it rolls out gas incentives in high-cost states. Tariff refund applications open as dealers and importers seek relief under the CAPE program. Stellantis and Microsoft deepen alliance to supercharge AI and cybersecurity capabilities. Here’s a closer look at these top stories and more headlines to stay on top of this week’s automotive industry news. Spring optimism grows for dealers as challenges remain Dealer sentiment is improving as the industry enters the spring selling season, according to new data from Cox Automotive, though current market conditions remain below historical norms. The company’s March 2026 insights show a seasonal rebound in dealer confidence, driven by expectations of stronger consumer demand, potential easing in interest rates, and improving inventory levels. However, dealers continue to report ongoing challenges tied to affordability constraints and broader economic uncertainty. Read More Massive union breakthrough in the South signals ripple effects for dealers The United Auto Workers’ successful unionization of Volkswagen’s Chattanooga plant and its organizing efforts at Mercedes-Benz’s Alabama facility signal a shift that extends beyond factory workers and directly impacts franchised dealerships nationwide. These developments could reshape dealership cost structures and operational stability. This wave of union activity creates ripple effects across dealership operations, most notably affecting vehicle supply stability, production costs, and pricing power. These pressures directly influence dealership competitiveness in a tightening market. Read More Ford pushes to block Chinese EVs as it rolls out gas incentives in high-cost states Ford is escalating its stance on global competition while adjusting its domestic pricing strategy, as CEO Jim Farley calls for limits on Chinese automakers entering the U.S. market and the company rolls out gas card incentives in
Weekly roundup: Tariff refunds open, Ford fights Chinese EVs, Southern union breakthrough ...
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