With the threat of President Donald Trump, he was forced to immediately impose tariffs on 25 % of the 25 % tariffs on Canada and Mexico, and the global automobile industry is holding his breath together.
For a few months, auto manufacturers have been "waiting" on Trump's potential tariffs. Trump promised to apply his duties at the inauguration of the month, and then he set the target date on February 1 as a fee for major US trading partners.
Regardless of whether Trump levies tariffs, GM and other auto manufacturers (bestsellers in the United States) want to be clear so that they can surround the policy planning business.
Tariffs are taxes for imports or foreign products entering the United States. The company of imported goods has paid tariffs, and some people worry that the company will only transfer any additional costs to consumers-increase the cost of the vehicle and reduce demand.
The uncertainty about trade caused a loss of General Motors on Tuesday. At that time, the stock manufacturer's stock defeated Wall Street's expectations for 2025 and the expectations of the fourth quarter and the bottom line. Essence
Barclays Analyst Dan Levy said in an investor bill on Wednesday: "The key to the result from the 4Q (income) results from GM (GM) is that although the opportunity of GM is very high Attraction, but temporarily must temporarily navigate US policy uncertainty.
GM has not taken into account potential tariffs in its guidance. CFO Paul Jacobson describes it as a "cautious" method, because it has not actually implemented its duties to North American products.
Mary Barra, chief executives of Jacobson and GM (GM), said the company has developed any emergency plans for action, but this is not enough to appease anxiety investors.
Jacobson said to investors on Tuesday: "There are too many noise." Jacobson invited the inaugural ceremony and California wildfire. "We have been cautious until we get smoother data from the market, just because January is so noisy."
Tariffs may have a huge impact on the global automotive industry and may reduce the income of companies such as GM Corporation. The company has important manufacturing business in North America.
In a report in this week's report this week: "No matter what time is, these blanket tariffs will have a huge impact on the automotive industry." "Shang" will be immune.
However, most of the major car manufacturers have factories in the United States, but they still seriously depend on imports from other countries from Mexico to meet the needs of American consumers.
In the United States, almost every major car manufacturer has at least one factory in Mexico, including six best -selling car manufacturers, which accounted for more than 70 % of the US sales in 2024.
According to data from the International Trade Administration, the industry was deeply integrated between the two countries. Mexico imported 49.4 % of automobile parts from the United States, and Mexico exported 86.9 % of automobile parts produced in the United States.
Wells Fargo estimates that 25 % of tariffs on imports from Mexico and Canada will make traditional Detroit automobile manufacturers spend billions of dollars per year. The company estimates that the impact of General Motors, Ford and Chrysler's parents Strandis's tariffs is $ 13 billion, $ 25 billion and $ 56 billion, respectively.
S & P Global Markit (previously IHS Markit) estimates that 25,000 % responsibility of 25,000 vehicles from Canada or Mexico will increase its cost of $ 6,250-some of them (if not most) can pass it to consumers.
Standardous liquidity reported about 5.3 million cars in Canada and Mexico, about 70 % (nearly 4 million) in the United States
According to a manufacturing industry in Canada, Mexico is the five auto manufacturers of five auto manufacturers (Ford, GM, Standeis, Toyota and Honda). In 2024, only 1.3 million light vehicles were produced. Non -profit research team.
Some of these auto manufacturers also largely depend on Mexican production, but not all manufacturers will face the same interruption. S & P Global Mobility reports that on the basis of sales, German car manufacturer Volkswagen is the most tariff risk in Mexico, followed by Nissan Motor and Stellantis.
On January 10, Antonio Filosa, head of Stellandis North America, said: "Obviously, we are working hard." He will work accordingly. "
The following is a car manufacturer based on vehicle tariffs imported from Mexico. This is based on the percentage of US sales produced in the south of the border: