Waymo Explores Backup Plans Amid Tariff Concerns with Hyundai

Waymo is reportedly exploring alternative vehicle platforms due to potential 100% tariffs on Chinese electric vehicles, particularly affecting their partnership with Zeekr. The Biden administration's tariff announcement has raised concerns for Waymo, which currently relies on Zeekr vehicles for its sixth-generation robotaxi. Although Zeekr has confirmed no changes in their relationship, Waymo is considering the Hyundai Ioniq 5 as a possible substitute, despite it being less taxi-like than desired. Motional, a robotaxi company primarily owned by Hyundai, has also been using the Ioniq 5 for testing, indicating a potential overlap in vehicle usage between the two companies. Motional recently underwent leadership changes, with founder Karl Iagnemma stepping down as CEO to become a strategy advisor, while CTO Laura Major takes over as interim CEO. This shift comes at a time when Motional is positioned as one of the four remaining US robotaxi projects, alongside Waymo, Cruise, and Zoox. Cruise is currently paused due to a previous incident, while Zoox is preparing for its first deployment in Las Vegas. Waymo's strategy may involve contracting with Hyundai or other non-Chinese manufacturers to develop a vehicle that better meets their needs. The potential for a new partnership could lead to a more suitable platform for their robotaxi operations, especially if tariffs are imposed. The situation highlights the challenges faced by companies relying on foreign manufacturers amid changing trade policies. As the robotaxi landscape evolves, Waymo's proactive approach to exploring backup plans reflects the uncertainty in the industry. The outcome of these discussions and the impact of tariffs will significantly influence Waymo's future operations and partnerships in the competitive autonomous vehicle market.