Global trade policies might seem far removed from the showroom floor, but international overcapacity is a direct threat to local dealership profitability. At the 2026 Auto Forum New York, John Bozzella discussed the severe downstream impacts of heavily subsidized Chinese vehicles entering the global market, noting the devastating financial toll it is already taking on international dealers. For US dealers the threat is severe margin compression and inventory instability. If artificially cheap, subsidized vehicles are allowed to flood the domestic market, it will instantly devalue legacy inventory and force local dealers into an un-winnable price war. Watch more from the Auto Forum at the link in our bio.