Trump Tariff Relief?, GM Argues Driving Data is Public, Boring Online Shopping

Automotive State of The Union

Shoot us a Text.

Episode #1031: Today we’re talking about Trump’s possible easing of auto tariffs ahead of a Michigan trip, GM’s courtroom defense over driver data privacy, and why e-commerce might be losing its edge as shoppers crave more fun and surprise.

• As he prepares to visit Michigan for the 100-day mark of his second term, President Trump is signaling potential changes that could ease the auto industry’s tariff burdens.
  • The administration is considering adjustments to tariffs on imported auto parts and may exempt automakers from certain steel and aluminum duties.
  • The policy shift, first reported by the Wall Street Journal, appears aimed at supporting domestic manufacturers and suppliers.
  • Proposed changes would address the “stacking” of tariffs—where multiple levies apply to the same imported vehicle—by potentially eliminating overlapping duties.
  • The potential relief follows a joint letter from major automakers, including GM and Toyota, urging the administration to reconsider.
  • “This deal is a major victory for the president’s trade policy,” said Commerce Secretary Howard Lutnick, “by rewarding companies who manufacture domestically.”

• General Motors is facing a wave of lawsuits accusing the automaker of secretly collecting and selling drivers’ behavioral data—claims GM is now trying to dismiss with a bold new legal argument.
  • The lawsuits began in March 2024, alleging GM, OnStar, and data firms like LexisNexis shared driver behavior data without proper consent.
  • GM discontinued its Smart Driver program in April 2024 and ended partnerships with LexisNexis and Verisk after public backlash.
  • Now, GM argues the data collection didn’t violate privacy because driving behavior on public roads isn’t protected under privacy laws.
  • “Driving data includes vehicle location, routes, braking events, and speed—all occurring on public thoroughfares,” GM said in its dismissal filing.
  • “Roadways are public, and these behaviors are observed by all,” GM stated, citing precedent that public conduct doesn’t carry a reasonable expectation of privacy.

• A new study from Criteo reveals that the digital checkout rush might be fading, with consumers craving the discovery and delight of in-store shopping.
  • More than 75% of consumers say e-commerce is functional—but not fun—with 29% calling it a chore.
  • Shoppers miss the thrill of the unexpected: 36% long for the “surprise finds” that often come in-store.
  • A majority find online shopping overwhelming (78%) and lonely (79%), with only half describing it as enjoyable.
  • While data privacy remains a concern, 43% of consumers are open to sharing data for a more tailored experience.

Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.
Get the Daily Push Back email at https://www.asotu.com/

JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/