Nvidia led the group on AI chip demand while Aptiv and LKQ both slipped, pulling the auto and parts names lower on the day.
Data via Yahoo Finance
🎯 Carrier of the Week
Liberty Mutual
Liberty Mutual wants OEM docs, here's exactly how to hand them over
What they're cutting
Denying pre- and post-scans as 'not a separately billable operation' on commercial fleet claims
Cutting sublet calibration invoices without a formal OEM procedure reference attached
Pushing back on R&R time for radar and camera targets as included in the repair labor
Rebuttal that's flipping it
Liberty Mutual's own commercial repair standards require OEM-validated procedures, point them directly to the OEM service information portal printout for the specific VIN, plus I-CAR's position that scanning is a required, standalone operation not absorbed into structural or mechanical labor. When you hand them a dated OEM procedure page with the VIN decoded at the top, their formal-cite expectati
▶ Play this weekPull the OEM service information scan requirement page for the specific VIN, stamp the claim number on it, and submit it as a required procedure document alongside your sublet invoice before Liberty Mutual's desk adjuster even asks.
Good morning, {{firstName}}.
General Motors is restricting who can order structural frame components for electric vehicle repairs, and a major ADAS diagnostics merger just closed. Both affect how you route work and manage calibration workflow this week.
OEM
1. GM restricts BEV frame rail orders to certified network
GM placed an ordering restriction on front frame rail parts for battery electric vehicle repairs, effective Aug. 5. The restriction directs structural BEV repairs to GM Collision Repair Network shops only. This isn't a recall. It's a parts-ordering gate designed to steer high-value structural work away from independent shops.
Mark says: Check every incoming BEV frame estimate. If the insurer or adjuster hasn't routed it to GM network, flag it now and push back in writing with the GM bulletin.
2. AirPro and Revv merge into integrated ADAS platform
Rotunda Capital Partners acquired Revv and merged it with AirPro Diagnostics to build a single end-to-end ADAS system. The combined company promises integrated diagnostics, calibration, and workflow tools. This consolidation removes friction between two platforms your calibration team may already use. Watch for API updates and integration rollout dates over the next 60 days.
Mark says: If you run both AirPro and Revv, audit your current workflow for redundancy and prepare for platform migration guidance from the merged company.
3. Trump announces 50% tariffs on Canadian auto parts starting Jan. 1
President Trump threatened 50% tariffs on Canadian vehicles, auto parts, and steel beginning Jan. 1, 2027, following collapsed trade talks. This affects cost of OEM components and aftermarket parts sourced from Canada. No exemptions or delayed enforcement date have been announced. Expect parts pricing pressure in Q4 2026 and Q1 2027.
Mark says: Lock in parts pricing with vendors now for Q4 orders. Flag calibration sensor replacements and frame parts in estimates as potential tariff impacts to insurers.
4. MOTOR updates labor guide for radiator support replacements starting 2027 MY
Effective 2027 model year vehicles, MOTOR removed mechanical component R&I/R&R time from radiator support replacement labor. This is a significant line-item cut on a common repair operation. You'll see denials on 2027 and newer radiator support estimates if you bill the old labor structure.
Mark says: Update your estimating system for 2027+ radiator support labor now. Brief your estimators on the change before the first 2027 MY collision rolls in.
Washington State adopted extensive new rules for insurance claims handling, effective Oct. 18. The changes include stricter timelines for investigations, valuations, and repair approvals. If you work in Washington or bill insurers licensed there, you'll need to adjust turnaround expectations and documentation. Full rule text is available from the state insurance commissioner's office.
Mark says: Request the full rule text from your WA-licensed insurers and build a checklist for compliance by Oct. 18 to avoid claim hold-ups.
Getting estimates denied for missing ADAS work or calibration labor? Reply with a denied claim and get an OEM-cited rebuttal in 60 seconds. Free, no pitch attached.