[SIGNAL BRIEF] OEM Supply and Sales: Q1 2026 US sales ~3.7M, down ~6% YoY; Ford lost ~50K trucks after aluminum hit,

Q1 2026 US sales ~3.7M, down ~6% YoY; Ford lost ~50K trucks after aluminum hit, adding ~1,000 workers

[SIGNAL BRIEF] Used EV and Leasing: EV lease wave: ~50% of 2023 EVs leased; Dec 2025 EV days supply 107; Q4 EV lesse

EV lease wave: ~50% of 2023 EVs leased; Dec 2025 EV days supply 107; Q4 EV lessees 41.3% went gas

[SIGNAL BRIEF] Tariffs and Pricing: Tariff data: new-car MSRPs up 10.4%, $30B cost; import +$5K to $8.9K; $2,795 des

Tariff data: new-car MSRPs up 10.4%, $30B cost; import +$5K to $8.9K; $2,795 dest fee