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ARTICLE · 06 NOVEMBER 2025

Suppliers Lose Pricing Power Amid Tariff Pressures, EV Cancellations Automotive Weekly

Many suppliers are losing pricing leverage with customers at a perilous moment as tariff pressures and electric vehicle program delays squeeze profits. "Suppliers are kind of stuck between a rock and a hard place...

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Suppliers lose pricing power Amid tariff pressures, EV cancellations

Many suppliers are losing pricing leverage with customers at a perilous moment as tariff pressures and electric vehicle program delays squeeze profits. "Suppliers are kind of stuck between a rock and a hard place," said Michael Robinet, vice president of forecast strategy at S&P Global Mobility. "It's not an optimal situation." Parts makers, particularly smaller ones, often lack the leverage to negotiate price increases with customers as they adapt to shifts in trade policies and automaker product plans, executives and analysts said. That has put some suppliers in a vulnerable financial position, especially those that bet big on

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