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Ted Cannis on the Fleet Shakeout Ahead

At the 2025 Fleet Forward Conference, Cannis laid out why fleets should brace for a turbulent few years — with tariffs, EV resets, software-defined vehicles, and new global competitors all converging to force hard choices on strategy, partners, and technology.

December 5, 2025

This Automotive Fleet on the Move episode takes viewers to the 2025 Fleet Forward Conference’s closing keynote, where Ted Cannis cut through the noise around electrification, tariffs, and technology hype to focus on what’s ahead for fleets. 


The former head of Ford Pro sat down with AF’s Chris Brown at FFC to discuss his experience leading EV programs, navigating Wall Street expectations, and working with major fleets in New York and around the world. Cannis shared how every fleet must build its own plan rather than follow retail trends.


What Cannis had to say: 

  • 00:00–03:40 — Fleet vs Retail Realities

  • 03:40–07:00 — Tariffs & Supply Chain Volatility

  • 07:00–11:00 — EV Reset & Slowed Model Redesigns

  • 11:00–15:18 — Electricity Costs & Fleet Charging Economics

  • 15:18–17:15 — China Lessons: Charging & Policy

  • 17:15–21:10 — What Software-Defined Vehicles Mean

  • 21:10–24:20 — ADAS, Alcohol Detection & Cybersecurity

  • 24:20–28:04 — Connected Ecosystems & Telematics

  • 28:04–35:44 — Global Competition & the 12–18 Month Outlook



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