Hello and welcome to the Automotive News Shift podcast, where we bring you the latest on automotive technology, trends, and transformation.

I'm Molly Boygan, tech and innovation reporter at Automotive News.

My guest today is Lei Xing, an independent analyst and consultant on the Chinese auto industry

and the co-host of the China Evies and More podcast.

He talks about the obstacles to Chinese automakers actually importing vehicles into the U.S. in any meaningful way.

Until you get to be an established brand or automaker in the U.S., that takes significant amount of resources

in investment time for that to happen, at the same time overcoming this politicizing of China.

But first, let's talk about the week. For that, I'm joined by my colleague John Irwin,

who covers General Motors and Trade for us at Automotive News.

Hi, John.

Hi, Molly. How's going?

It's going well. Thanks for joining us.

Thanks so much.

So you have been sorting out the impacts of the Supreme Court decision on the International Emergency Economic Powers Act, AEPA, for us at Automotive News.

So what are the impacts of this decision on the auto industry as far as you know it so far?

Yeah, it's sort of nuanced, right?

You know, these tariffs, as you mentioned, the ones that were struck down are only those that were applied under AEPA.

Those are the reciprocal tariffs that were placed on most of our trading partners, 10 to 50%,

as well as the fentanyl tariffs that were placed on Canadian, Mexican, and Chinese goods.

Those were struck down.

It's important to note, though, that other tariffs that were issued under other

authorities, including Section 232, those are the tariffs that, you know, including the auto

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