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Auto Outlook As Higher Gas Costs Weigh On Sentiment
TD Wealth · 2026-05-05 · via All Articles on Seeking Alpha

Summary

  • Higher fuel prices are one of the main risks facing the auto makers right now.
  • EVs may be poised to make a comeback after a period of weakness.
  • Tariff refunds and more certainty on trade may be tailwinds for the sector.
A lot of cars in a rows. Used car sales

da-kuk/E+ via Getty Images

Surging gas prices are adding another layer of volatility to an already challenged auto sector. Itay Michaeli, Senior Analyst for Autos and Auto Parts, TD Cowen joins MoneyTalk to discuss his outlook for the sector and how higher

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