Ruling from the Supreme Court

Saddle Tramp said:
They ruled against the tariffs.

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The big fight will be over the refunds. First will be the argument if the refunds even get made. And then, if the $150 billion that was collected is paid back to the businesses, will they in turn pay us back since we paid for it through the raised prices? Of course, they'll argue that which will create another case for the SC.
 
It's interesting. People want me to report on it, but I don't think I'm going to unless an automaker decides to move production. Do I see any automaker truly doing that and not just doing it to look good? No, I do not.

If I was GM, Ford or any other automaker, you can bet I'd be demanding a refund. They lost billions.
 
testerdahl said:
It's interesting. People want me to report on it, but I don't think I'm going to unless an automaker decides to move production. Do I see any automaker truly doing that and not just doing it to look good? No, I do not.

If I was GM, Ford or any other automaker, you can bet I'd be demanding a refund. They lost billions.
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Yep, so many kept pricing and ate the difference, then there was those that passed it on. Which is why the fight will be so long.
 
I ended up doing a video when I found some more information from the White House that specifically excludes nearly all vehicles including trucks from the 15% tariff. So, there's no reason for GM, Ram or Ford to bring truck production back to the U.S.

I wonder what industry he is specifically targeting to move production back to the U.S. Tech? Medical? I haven't come across it yet.

 
Received this from one of our leasing agents



​

The IEEPA Tariffs Are Being Turned Off— Effective 2/24​


U.S. Customs and Border Protection (CBP) confirmed it will stop collecting the tariffs struck down by the Supreme Court as of 12:01 a.m. on Tuesday, February 24. This is a meaningful step forward.

The Tariff Story Is Not Over — But There Is an Important Distinction for Auto

The administration moved quickly to replace the struck-down tariffs, signing a proclamation imposing a new 15% global tariff under Section 122 of the Trade Act of 1974. However, vehicles and auto parts have been explicitly exempted from this new Section 122 tariff. This is a notable development for our industry.

What remains fully in place are the 25% Section 232 tariffs on vehicles and auto parts, which were not affected by the Supreme Court ruling and continue unchanged.

What This Means in Plain Terms

For fleet and automotive purposes, the tariff landscape currently looks like this:
  • IEEPA tariffs — struck down by the Supreme Court, collections stopping February 24
  • New 15% Section 122 global tariff — vehicles and auto parts are exempt
  • 25% Section 232 tariffs on vehicles and auto parts — remain fully in effect
The net impact on vehicle and upfit pricing is still being assessed as we engage our OEM and upfitter partners for their official positions. It is not a clean slate, but the Section 122 exemption for auto products is a meaningful distinction from earlier reporting.

How We Are Partnering With Our OEM and Upfitter Network

As your Fleet Management Company, we sit between you and our OEM and upfitter partners — and that position matters here. We are:
  • Working directly with our OEM and upfitter partners to obtain their official positions and communications, which we will pass along to you as they become available
  • Leveraging their government affairs and legal resources to stay informed on developments and next steps
  • Monitoring daily developments from CBP, the administration, and the courts
  • Continuing to assess the impact on vehicle and upfit pricing as the situation evolves
What You Should Know Right Now
  • No action is required from you at this time
  • We are actively engaged with our OEM and upfitter partners and will share their official guidance as we receive it
  • Our teams will continue to monitor developments closely and communicate updates as they become clear
We appreciate your patience as this situation continues to evolve. We are committed to keeping you informed every step of the way.

Looking Ahead — USMCA Review on the Horizon

One additional development worth monitoring: the United States-Mexico-Canada Agreement (USMCA) is currently serving as a stabilizing force in this environment. Vehicles and auto parts that qualify under USMCA are exempt from the new Section 122 tariff, providing meaningful protection for North American supply chains in the near term.

However, a mandatory joint review of USMCA by the U.S., Canada, and Mexico is required by July 1, 2026 — the same window in which the Section 122 tariffs are set to expire. That review is expected to focus on automotive rules of origin, labor standards, and cross-border trade, all of which could have direct implications for how vehicles and parts are sourced and priced.

We are monitoring this closely and will keep you informed as the review progresses. No action is required at this time, but we wanted to ensure you have visibility into what could be the next significant inflection point for fleet pricing and supply chain stability.
 
Last edited:
Fightnfire said:
Received this from one of our leasing agents



​

The IEEPA Tariffs Are Being Turned Off— Effective 2/24​


U.S. Customs and Border Protection (CBP) confirmed it will stop collecting the tariffs struck down by the Supreme Court as of 12:01 a.m. on Tuesday, February 24. This is a meaningful step forward.

The Tariff Story Is Not Over — But There Is an Important Distinction for Auto

The administration moved quickly to replace the struck-down tariffs, signing a proclamation imposing a new 15% global tariff under Section 122 of the Trade Act of 1974. However, vehicles and auto parts have been explicitly exempted from this new Section 122 tariff. This is a notable development for our industry.

What remains fully in place are the 25% Section 232 tariffs on vehicles and auto parts, which were not affected by the Supreme Court ruling and continue unchanged.

What This Means in Plain Terms

For fleet and automotive purposes, the tariff landscape currently looks like this:
  • IEEPA tariffs — struck down by the Supreme Court, collections stopping February 24
  • New 15% Section 122 global tariff — vehicles and auto parts are exempt
  • 25% Section 232 tariffs on vehicles and auto parts — remain fully in effect
The net impact on vehicle and upfit pricing is still being assessed as we engage our OEM and upfitter partners for their official positions. It is not a clean slate, but the Section 122 exemption for auto products is a meaningful distinction from earlier reporting.

How We Are Partnering With Our OEM and Upfitter Network

As your Fleet Management Company, we sit between you and our OEM and upfitter partners — and that position matters here. We are:
  • Working directly with our OEM and upfitter partners to obtain their official positions and communications, which we will pass along to you as they become available
  • Leveraging their government affairs and legal resources to stay informed on developments and next steps
  • Monitoring daily developments from CBP, the administration, and the courts
  • Continuing to assess the impact on vehicle and upfit pricing as the situation evolves
What You Should Know Right Now
  • No action is required from you at this time
  • We are actively engaged with our OEM and upfitter partners and will share their official guidance as we receive it
  • Our teams will continue to monitor developments closely and communicate updates as they become clear
We appreciate your patience as this situation continues to evolve. We are committed to keeping you informed every step of the way.

Looking Ahead — USMCA Review on the Horizon

One additional development worth monitoring: the United States-Mexico-Canada Agreement (USMCA) is currently serving as a stabilizing force in this environment. Vehicles and auto parts that qualify under USMCA are exempt from the new Section 122 tariff, providing meaningful protection for North American supply chains in the near term.

However, a mandatory joint review of USMCA by the U.S., Canada, and Mexico is required by July 1, 2026 — the same window in which the Section 122 tariffs are set to expire. That review is expected to focus on automotive rules of origin, labor standards, and cross-border trade, all of which could have direct implications for how vehicles and parts are sourced and priced.

We are monitoring this closely and will keep you informed as the review progresses. No action is required at this time, but we wanted to ensure you have visibility into what could be the next significant inflection point for fleet pricing and supply chain stability.
Click to expand...
The text is white and yellow, it's invisible.
 
Fightnfire said:
Received this from one of our leasing agents



​

The IEEPA Tariffs Are Being Turned Off— Effective 2/24​


U.S. Customs and Border Protection (CBP) confirmed it will stop collecting the tariffs struck down by the Supreme Court as of 12:01 a.m. on Tuesday, February 24. This is a meaningful step forward.

The Tariff Story Is Not Over — But There Is an Important Distinction for Auto

The administration moved quickly to replace the struck-down tariffs, signing a proclamation imposing a new 15% global tariff under Section 122 of the Trade Act of 1974. However, vehicles and auto parts have been explicitly exempted from this new Section 122 tariff. This is a notable development for our industry.

What remains fully in place are the 25% Section 232 tariffs on vehicles and auto parts, which were not affected by the Supreme Court ruling and continue unchanged.

What This Means in Plain Terms

For fleet and automotive purposes, the tariff landscape currently looks like this:
  • IEEPA tariffs — struck down by the Supreme Court, collections stopping February 24
  • New 15% Section 122 global tariff — vehicles and auto parts are exempt
  • 25% Section 232 tariffs on vehicles and auto parts — remain fully in effect
The net impact on vehicle and upfit pricing is still being assessed as we engage our OEM and upfitter partners for their official positions. It is not a clean slate, but the Section 122 exemption for auto products is a meaningful distinction from earlier reporting.

How We Are Partnering With Our OEM and Upfitter Network

As your Fleet Management Company, we sit between you and our OEM and upfitter partners — and that position matters here. We are:
  • Working directly with our OEM and upfitter partners to obtain their official positions and communications, which we will pass along to you as they become available
  • Leveraging their government affairs and legal resources to stay informed on developments and next steps
  • Monitoring daily developments from CBP, the administration, and the courts
  • Continuing to assess the impact on vehicle and upfit pricing as the situation evolves
What You Should Know Right Now
  • No action is required from you at this time
  • We are actively engaged with our OEM and upfitter partners and will share their official guidance as we receive it
  • Our teams will continue to monitor developments closely and communicate updates as they become clear
We appreciate your patience as this situation continues to evolve. We are committed to keeping you informed every step of the way.

Looking Ahead — USMCA Review on the Horizon

One additional development worth monitoring: the United States-Mexico-Canada Agreement (USMCA) is currently serving as a stabilizing force in this environment. Vehicles and auto parts that qualify under USMCA are exempt from the new Section 122 tariff, providing meaningful protection for North American supply chains in the near term.

However, a mandatory joint review of USMCA by the U.S., Canada, and Mexico is required by July 1, 2026 — the same window in which the Section 122 tariffs are set to expire. That review is expected to focus on automotive rules of origin, labor standards, and cross-border trade, all of which could have direct implications for how vehicles and parts are sourced and priced.

We are monitoring this closely and will keep you informed as the review progresses. No action is required at this time, but we wanted to ensure you have visibility into what could be the next significant inflection point for fleet pricing and supply chain stability.
Click to expand...
Better believe I'm watching the USMCA closely. He made a lot of campaign promises to bring jobs back and the USMCA is the last area I can see where that would force companies to change their plans.
 
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