Nvidia carried the day while Mobileye kept sliding, so no clean story across the board. just a mixed tape.
Data via Yahoo Finance
Good morning, {{firstName}}.
This week brings real headwinds: 50% tariffs on Canadian goods are live, CCC integrated Autel into its diagnostic network to streamline your workflow, and a California bill could let insurers deploy telematics data to reprrice claims. Here's what matters to your shop.
INDUSTRY
1. 50% tariffs imposed on Canadian goods, imports
President Trump imposed 50% tariffs on most Canadian goods, including automotive parts, as part of renewed USMCA talks. This directly affects shops sourcing parts, calibration equipment, and supplies from Canada. Expect cost pressure on imports starting now.
Mark says: Review your parts and equipment suppliers today; identify which vendors source from Canada and plan for cost pass-through or margin squeeze.
CCC integrated Autel into its Diagnostics Network, allowing scan reports to flow directly into CCC ONE workfiles. This cuts manual uploads and strengthens repair documentation in estimating. If you use CCC ONE, this saves your service writers time on every job.
Mark says: If you own an Autel scanner and use CCC ONE, test the integration this week to confirm scan data flows without manual re-entry.
3. California bill would allow auto insurance telematics programs
AB311 in California would let consumers opt into insurance telematics programs to establish driving records. This opens the door for insurers to use real-time driver behavior data in claims pricing and potentially to challenge repair scopes. If you operate in California, monitor this bill closely.
Mark says: Track this bill; telematics data could become a tool for insurers to deny or minimize claims, and it affects how you negotiate supplements.
4. California airbag sourcing rule and calibration disclosure bill on July 30 agenda
The California Bureau of Automotive Repair Advisory Group will weigh an airbag-parts regulation and a windshield calibration-disclosure bill on July 30. The disclosure rule could mandate that shops and insurers explicitly acknowledge post-repair calibration to consumers. This is a compliance and disclosure play.
Mark says: If you operate in California, prepare your check-in process to document calibration consent in writing; this rule is likely to pass.
5. Mechanical labor rates rising faster than body and refinish
SCRS data shows mechanical labor rates are outpacing body and refinish labor rate growth nationally. This signals rising demand for diagnostics and ADAS work, and shops with calibration capacity are capturing higher billable hours. Your ADAS bay is a revenue lever right now.
Mark says: Mechanical labor rates are climbing faster than paint rates; make sure you're charging ADAS calibration time at parity with your local mechanical rate benchmarks.
Got a denied claim for ADAS calibration or a supplement shortfall? Run it through our free Calibration Denial Audit. Reply with the denied line item and receive an OEM-cited rebuttal in 60 seconds, no pitch attached.
📬 Hit reply. Reply: are you sourcing any parts or calibration gear from Canada right now, and have you priced out what 50% tariffs do to your cost per job?
📤 Know a shop that should read this?
One forward could save them three hours of denial fights this month.