A new EVAI survey of 2,500 fleet executives finds growing concerns over acquisition and replacement costs as tariffs on imported vehicles threaten to upend vehicle-based commercial operations.

Nearly half (48%) of respondents said they are likely to delay replacements as costs increase, including 10% who said they are “very likely” to do so. Nearly one-third (31%) expect a “significant” cost increase and 40% expect a “moderate” increase.

Analysts say these concerns create new opportunities for dealers who serve as consultants to fleet buyers. For example, more than 70% of those surveyed by EVAI said the tariffs have made them more likely to consider cycling in U.S.-made EVs. Dealers can also assist fleet managers by negotiating service rates and prioritizing their units, streamlining vehicle and parts availability, maintaining warranty compliance and more, writes EVAI founder and CEO Ian Gardner in a release announcing the survey results.

“Dealers are more than just suppliers — they are key partners in helping fleets adapt and service vehicles throughout their lifecycle,” Gardner says. “As commercial fleet operators face cost pressure and uncertainty, they’re looking for auto dealership partners who can guide them through smarter lifecycle decisions, EV adoption and long-term service planning. The dealers who respond with solutions — not just sales — will be the ones who build loyalty and capture opportunity.”