How tax credits expiring reshaped EV demand, dealer strategy, and what’s next for affordability

Inside Automotive with Jim Fitzpatrick, powered by CBT News

We sit down with dealer-owner and NADA board member Jeff Aiosa to unpack how expiring EV tax credits, shifting production, and affordability pressures are reshaping demand. We dig into used EV values, plug‑in hybrids as a bridge, and a realistic road to price and range parity.
• leasing demand cliff after 45W credit ends
• used EV depreciation driving approachable prices
• ACV challenges and improving valuation discipline
• production pullback to match true EV demand
• plug‑in hybrids as low-friction bridge tech
• sales culture, research-heavy buyers, and delivery experience
• tariffs, shared cost pressures, and affordability
• Mercedes strategy to protect share and attract younger buyers
• 2025 SAR near 16 million and stable used pricing
• long-run optimism grounded in parity and infrastructure
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פרקים

1. Welcome, Guest, And EV Context (00:00:00)

2. Credits Expire And Leasing Cliff (00:00:20)

3. Used EVs, Depreciation, And Value (00:02:57)

4. Inventory Planning And Production Pullback (00:04:31)

5. Plug‑In Hybrids As Bridge Tech (00:05:30)

6. Customer Adoption, Culture, And Sales Teams (00:08:17)

7. Tariffs, Pricing Pressure, And Affordability (00:10:57)

8. Mercedes Strategy Shift And Market Share (00:12:59)

9. 2025 Outlook And Closing (00:14:06)