Donald opened the insurance again with Trump tariffs In a movement that affects the entire planet. And although most of them have their free time, 25% of the cars produced outside their borders remain active to the point where some manufacturers such as JLR have stopped their shipments.
For this reason, European and Asian brands are not in trouble right now: Brands such as Audi, JLR, Mini or Volkswagen are among the damaged wonders.
Most of their models produce outside the USA and now they will have to face Price IncreasesCompetition loss and in many cases, customers who will look for cheaper options … Made of American territory. Even Rolls-Royce will notice the coup with the Premium customer.
And who wins with this? They’re the usual suspects. Tesla and Rivian were strengthened because They produce everything in the United States and do not affect the new tariff. Ford breathes quietly: the production of the American market is quite local.
In its place, General motorswhich this advantage Free Trade with Mexico and CanadaNow you will have to reorganize factories and strategies with a Talonario coup.
And what does this mean to us? HE The rebound effect may come: Manufacturers who have previously sent automobiles to the other side of Atlantic can feed the local market and reduce prices.
And for those there More payment for Europe or Japanese Car They had in their minds …
Now, we look at these producers, European or not, probably they will go more affectBut at the same time those who can be predicted by this maneuver.
JLR – Loser
Approximately One quarter of JLR production goes to the United States And there is no single factory there. You will wear a good blow.
Even if the UK manages to close a commercial agreement and a 25 % tariff for cars made of British territory, defensive controls are produced in Slovakia, the EU.
Mini – Loser
Despite selling electric cars in China, those who go to the United States are produced in the UK (Hatchback) and Germany (Countryman), and almost all of them are wearing British engines.
In any case, it competes against cars built by Japanese, Korea and American brands in the US market.
Audi – Loser
It does not produce any of its cars in the countrynor the engines. Most of them are gathered in the EU, which has years of light to sign a commercial agreement.
The best sales model is the Q5, which Audi decides to produce in Mexico by taking advantage of the agreement between the US, Mexico and Canada (and before gasket). What a game.
General Motors – Loser
This Great beneficiaries from commercial liberalization with Mexico and Canada. Now, it can be returned against the production and content ratio “produced in the US”.
There are many factories, but it will take time to restructure them and will require significant investments … When only the benefits and price of your actions fall due to tariffs.
Volkswagen – Loser
Although it is a large plant (Chasanooga, Tennessee)About two -thirds of the cars selling there come from outside, including the large factory in Mexico, which produces Tiguan.
Rolls-Royce-Loser
Yes, your customers will pay more. And there will be no other options: Your cars are wearing German engines And there is a large number of components, so the UK will reach a commercial agreement, but Rolls-Royce will not benefit.
Tesla – Winning
Certainly, according to anyone’s surprise, the president consultant and fan Elon Musk, the effect will not notice much. All the cars you sell in your local market make them there.
Rivian – Winner
The other brand with the volume that produces all vehicles in the USA.
Ford – Winner
The production network for the models it sells is much more than GM. Global operations are well isolated.
Nissan – Winner … more or less
From the European perspective, the British factory does not export Qashqai, Juke or Leaf (recently renewed this year). However, if other brands direct the cars to this market before, they may have to compete at the price. In addition, the US operations in the US are not as deeply integrated as the operations of some competitors.
McLaren – Winner … More or less
A spokesman Top Gear “Handmade Touch in the United Kingdom” American buyers value a lotThat’s why they don’t even intend to establish a factory there.
Your customers They are probably willing to pay the tariffEspecially because they do not have too much local competence. Except for Oston Martin, his rivals are European, and if the UK signs a 25 % tariff and a commercial agreement that reduces the EU number, McLaren can win against Ferrari, Porsche, Lamborghini, Amg-Mercedes and Company.
Aston Martin – The same as McLaren
Eternal optimistic boss Adrian Hallmark published one of his statements: “Never miss a crisisIt accelerates towards it with optimism and a plan. “Already, Bentley’s rudder, Brexit’in fell into the storm and showed to Covid as a real teacher.
Hyundai and Kia – Winners
You may be surprised, but the truth is that they have gained a very serious industrial asset in the United States. They play at home and therefore you will see quite a problem with any problem.
To know How do we work inside Topgar.
Tags: Engine