Trump's auto tariffs will hit many companies, but Elon Musk's Tesla less so

[PAF]

Reuters
March 27, 2025


As the global auto world reeled from the potential fallout of U.S. President Donald Trump's new auto tariffs, one name stood out as less affected than others - electric-vehicle maker Tesla.

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Tesla shares have plunged more than 40% since peaking in mid-December as a protest movement against the EV company has erupted in the U.S. and around the world as DOGE has drawn heavy criticism for going after federal workers. Tesla's models are relatively old and competition has been increasing. The stock closed 0.4% higher on Thursday, as shares of General Motors(GM.NaE) lost 7.4%, Ford Motor (F.NaE)closed down nearly 4% and Stellantis(STLA.NaE) shares lost 1.3% in U.S. trading.

Automakers' shares generally fell on expectations that the 25% tariffs will disrupt the global automotive industry, raise the cost of vehicles in the United States and pinch earnings.

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Trump said the duties announced on Wednesday could be net neutral or even good for Tesla, adding that Musk did not advise him regarding auto tariffs.

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Several administration officials have defended Tesla in public comments in recent days, ranging from urging people to buy its stock to opening investigations into vandalism at Tesla dealerships.


Tesla imports lithium-ion batteries from China's Contemporary Amperex Technology Ltd and other automotive parts from countries such as South Korea, Japan and Mexico, according to import filing data through the end of February provided to Reuters by ImportYeti.

Car prices could rise by $5,000 to $15,000 if a 25% tariff on imported cars is maintained, according to Goldman Sachs.

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Still, the automaker faces mounting challenges in Europe and Canada, where political sentiment and reduced electric-vehicle incentives are eroding its competitive position.

In Britain and the European Union, Tesla is grappling with policy headwinds and shrinking subsidies that threaten to dampen demand and slow its growth trajectory. Canada has frozen a rebate program for Teslas.

Wall Street on average expects Tesla to report a 3% rise in first-quarter deliveries next week, based on 20 analysts polled by Visible Alpha.

"Musk's involvement with Trump might be a factor weighing on sales outlook outside of the United States," said Sandeep Rao, senior researcher at Leverage Shares.



Full article:

https://www.reuters.com/business/autos-transportation/trumps-auto-tariffs-will-hit-many-companies-elon-musks-tesla-less-so-2025-03-27/

 

[nikcers]

China is investing in taking over auto manufacturing globally through massive state subsidy.

Since auto plants are considered dual use technology it's a big deal.

 

[Swordsmyth]

You mean Tesla makes more stuff in the US than the others?

And that's a problem?

LOL

 

[acptulsa]

China is investing in taking over auto manufacturing globally through massive state subsidy.

Stuff and nonsense. Where do you get this garbage?

 

[Swordsmyth]

Stuff and nonsense. Where do you get this garbage?

He actually pays attention to the truth, instead of MSM/CCP propaganda.

 

[acptulsa]

He actually pays attention to the truth, instead of MSM/CCP propaganda.

There's no propaganda on the subject, that I know about. Or I didn't think there was. In any case, you blather whatever ignorant proclamation sounds good to you at the time, so your reassurances don't.

China's quality control is so horrible they import Buicks and call them reliable. Even they won't buy their products if they can help it. Meanwhile, of the people who do build cars outside China, GM is the only one playing ball. The largest, Toyota, is owned by the family of Mr. Toyota, and they feel the same way about China that the overwhelming majority of Japanese.

Let your fellow shill link to sites if he wants to peddle bullshit. You should learn to do the same, instead of just blurting random crap and screeching when nobody buy it, just like a damned toxic white woman.

 

[Swordsmyth]

There's no propaganda on the subject, that I know about. Or I didn't think there was. In any case, you blather whatever ignorant proclamation sounds good to you at the time, so your reassurances don't.

China's quality control is so horrible they import Buicks and call them reliable. Even they won't buy their products if they can help it. Meanwhile, of the people who do build cars outside China, GM is the only one playing ball. The largest, Toyota, is owned by the family of Mr. Toyota, and they feel the same way about China that the overwhelming majority of Japanese.

Let your fellow shill link to sites if he wants to peddle bullshit. You should learn to do the same, instead of just blurting random crap and screeching when nobody buy it, just like a damned toxic white woman.

Maybe you should do some research instead of just baldly denying things posted by people better informed than you, or at least ask for sources rather than claiming it's false when you are ignorant.

Chinese automotive market share is expected to account for 55% of the global automotive industry chain by 2025​

https://www.linkedin.com/pulse/chinese-automotive-market-share-expected-account-55-cherry

Chinese automotive market share is expected to account for 55% of the global automotive industry chain by 2025

In recent years, the automotive aftermarket has been an important source of profit in the automotive industry chain. According to the report, the current market value of the global automotive aftermarket reaches 6 trillion yuan, and the market value will reach 9 trillion yuan by 2030.

www.linkedin.com

 

[acptulsa]

Maybe you should do some research instead of just baldly denying things posted by people better informed than you..

Maybe you should pull your arrogant, empty head out of your ass and learn the difference between the automotive market and the automotive aftermarket. Is Elon Musk selling radios, or add-on fog lights? Is Trump tariff-taxing plastic hula dancers that stick to the dashboard? No? Then you're trying to sell apples as oranges. As a result, Knickers in a Knot isn't the only one lying now; you are too.

What is this? Were all the shills instructed to distract people from the fact that Toyota, Nissan and Honda have plenty of assembly plants in the U.S, but few in Canada, so Trump is doing them a solid at the expense of GM, Ford and Chrysler?

 

[Swordsmyth]

Maybe you should pull your arrogant, empty head out of your ass and learn the difference between the automotive market and the automotive aftermarket. Is Elon Musk selling radios, or add-on fog lights? Is Trump tariff-taxing plastic hula dancers that stick to the dashboard? No? Then you're trying to sell apples as oranges. As a result, Knickers in a Knot isn't the only one lying now; you are too.

What is this? Were all the shills instructed to distract people from the fact that Toyota, Nissan and Honda have plenty of assembly plants in the U.S, but few in Canada, so Trump is doing them a solid at the expense of GM, Ford and Chrysler?

What part of "The automotive industry chain" do you think means just the aftermarket?

Why is it a problem that we are doing something good for companies that manufacture things here?
That's the whole point of tariffs, those who manufacture here can expand production and those that don't can move production here, which is what is happening.

 

[acptulsa]

What part of "The automotive industry chain" do you think means just the aftermarket?

Why don't you make yourself less toxic and more useful and post something telling us what, if any, Chinese auto componentry is about to be tariff-taxed?

Since there are currently exactly zero of the Chinese-assembled crapmobiles available in the U.S. market (give or take an occasional glorified golf cart mini-truck that's illegal in many states), the tariff you're blathering about just hurts Canada -- and the companies which are heavily invested in it, which tend to be based in suburbs of Detroit.

 

[familydog]

Even if this was crafted specifically to help Tesla, I don't care. Elon is an imperfect ally, but ally nonetheless. He deserves some patronage.

 

[oyarde]

If tax burden becomes less because mnfg domestically , I dont see tat Id care

 

[nikcers]

Why don't you make yourself less toxic and more useful and post something telling us what, if any, Chinese auto componentry is about to be tariff-taxed?

Since there are currently exactly zero of the Chinese-assembled crapmobiles available in the U.S. market (give or take an occasional glorified golf cart mini-truck that's illegal in many states), the tariff you're blathering about just hurts Canada -- and the companies which are heavily invested in it, which tend to be based in suburbs of Detroit.

There are already tarrifs on the Chinese cars.

This is what Trump brought up when he was running for president when he said it was going to be a bloodbath and the media took the word out of context and said he was threatening the democrats.

Those autoplants in other countries were already getting special trade barriers because we put trade barriers on Chinese cars.

What this does is give us the autoplants and jobs that our existing trade barriers create because Chinese cars aren't allowed in our market.

Plus if we have the bulk of the dual use technology infrastructure we can deter war by maintaining a balance of power.

 

[acptulsa]

There are already tarrifs on the Chinese cars.

Stop deflecting. You're trying to pump up his red herring, but that tire's already flat.

The tariff on Canada hurts American manufacturers more than foreign manufacturers. And when I say "American" and "foreign" I don't just mean where some of the blue collar workers are, I'm talking about where the vast majority of the white collars are.

True or false?

 

[nikcers]

Stop deflecting.

The tariff on Canada hurts American manufacturers more than foreign manufacturers. And when I say "American" and "foreign" I don't just mean where some of the blue collar workers are, I'm talking about where the vast majority of the white collars are.

True or false?

They only exist in Canada because Canada doesn't build them here or they put trade barriers up.

The free market arguments against tarrifs only work if the other countries don't have them.

Canada has a higher cost of living and smaller population and we subsidize it.

We have to build dual use infrastructure here- to maintain the balance of power against China. Subsidizing in other countries so their government can tax it to pay for welfare spending isn't going to keep us safe.

A congressional report recently found we would run out of critical military supplies in 3 days if we went to war. We would make their life hell for 3 days. 3 days and then Rome 2.0 burns.

 

[acptulsa]

They only exist in Canada because Canada doesn't build them here or they put trade barriers up.

What in Canada doesn't build what here?

Canadian car companies don't build factories here? There are no Canadian car companies. When Ford started mass producing the things, Canada had a population of six and a half million. New York City alone had a population of nearly five million. How are they going to get a return on a similar investment in development? They aren't.

Or were you trying to say something else, and butchered it when you got lost in your precious pronouns?

 

[nikcers]

What in Canada doesn't build what here?

Canadian car companies don't build factories here? There are no Canadian car companies. When Ford started mass producing the things, Canada had a population of six and a half million. New York City alone had a population of nearly five million. How are they going to get a return on a similar investment in development? They aren't.

Or were you trying to say something else, and butchered it when you got lost in your precious pronouns?

Trade barriers. Other countries put them on and we took them off. South Korea created a car industry by heavily tariffing Japanese cars.

You remember the debates with Ross Perot and he talked about the giant sucking from NAFTA where jobs would leave our country?

Well Trump is putting that sucking into reverse.

 

[acptulsa]

Trade barriers.

Trade barriers only exist in Canada because Canada doesn't build them here or they put trade barriers up?

I quote a statement by you, ask you what the subject of your sentence is, and you flip your Rolodex mind around and try to tell me that the predicate of the sentence is also the subject.

You aren't trying to be understood. You're trying to obfuscate even as you just repeat your slogans.

Yo, Einstein. The relationship between U.S. and Canadian automobile production developed as it did because of the Automotive Products Trade Agreement of 1965, long before NAFTA was a gleam in anyone's eye.

 

[acptulsa]

Well Trump is putting that sucking into reverse.

Trump is doing a targeted punishment of legacy U.S. carmakers because he's peeved at that faggot Trudeau. He doesn't care who gets hurt as collateral damage; he doesn't even care what nationality his victims are.

 

[nikcers]

Trade barriers only exist in Canada because Canada doesn't build them here or they put trade barriers up?

I quote a statement by you, ask you what the subject of your sentence is, and you flip your Rolodex mind around and try to tell me that the predicate of the sentence is also the subject.

You aren't trying to be understood. You're trying to obfuscate even as you just repeat your slogans.

Yo, Einstein. The relationship between U.S. and Canadian automobile production developed as it did because of the Automotive Products Trade Agreement of 1965, long before NAFTA was a gleam in anyone's eye.

Yeah the trade barriers exist. Both trade barriers and the threat of increased trade barriers.

That's just simply how Canada and other countries have always negotiated.

So we end up paying them to be nice to us and and to subsidize their country and their government, and it keeps their government in power and it costs us jobs and our cities rot.