Trump announces 25% tariff on all imported vehicles!

[Big Harry]

some commentators in this thread need to watch this video for a reality check

View: https://m.youtube.com/watch?v=9NnXqf6s3VY

Brilliant piece of rationalisation & logical conclusion. Hope he owns a Grenadier

 

[landmannnn]

The 10% tariff on UK cars will help JLR, Rolls Royce, Morgan etc.
Not much help for IA though.

 

[LabRat]

The 10% tariff on UK cars will help JLR, Rolls Royce, Morgan etc.
Not much help for IA though.

Give it time for the EU to come to the table.

 

[mcdoogs]

Give it time for the EU to come to the table.

lol the tweeter in chief decided to pull another trump, dump, and pump today

 

[Shopkeep]

lol the tweeter in chief decided to pull another trump, dump, and pump today

Ursula von der Leyen needs to buy up his meme coin, get an invite to the Crypto Dinner with all the other grifters and give him a pimped out A380 with a 24K toilet bowl.

 

[mcdoogs]

Ursula von der Leyen needs to buy up his meme coin, get an invite to the Crypto Dinner with all the other grifters and give him a pimped out A380 with a 24K toilet bowl.

He’d still call her ‘nasty’ lol, thats his MO with the ladies. Well, the appropriately aged ones anyways

As soon as the insiders have loaded up enough on equities and derivatives Trump’ll declare some sort of victory and a 90 day pause.

 

[DaveB]

Well that has certainly clarified nothing on the tariffs and the mess continues.
What a joke it is turning into.

 

[Tazzieman]

@DaveB pictures speak louder than words

 

[Eric]

Well that has certainly clarified nothing on the tariffs and the mess continues.
What a joke it is turning into.
View attachment 7897858View attachment 7897859View attachment 7897861

He is going to end up in a straight jacket before his term ends.
Sorry, I shouldn't be making political comments. We have our own misguided politicians to deal with first

 

[bigleonski]

We have our own misguided politicians to deal with first

The queue for the winner here is all around the world my friend.

 

[CrazyOldMan]

He is going to end up in a straight jacket before his term ends.
Sorry, I shouldn't be making political comments. We have our own misguided politicians to deal with first

Presuming some sort of functional system of checks and balances and Congressional representatives willing and able to rise above Party interests in defense of the Republic? Is that just British humor or have you been drinking?

 

[Tazzieman]

Presuming some sort of functional system of checks and balances and Congressional representatives willing and able to rise above Party interests in defense of the Republic? Is that just British humor or have you been drinking?

Both. As an ex Brit and longtime Aussie, drinking and humour are inseparable.
Drugs and therapy? Nah! The liver, belly & brain are where it all happens! KISS principle

 

[CrazyOldMan]

Both. As an ex Brit and longtime Aussie, drinking and humour are inseparable.
Drugs and therapy? Nah! The liver, belly & brain are where it all happens! KISS principle

Well - I suppose the choice is either drunken humor or despair. Or, in my case, fly fishing for trout, aka “escapism.”

 

[AWo]

I just found a study from Bernstein Analytics. a Berlin based research and analytics company. They figured out how US tariffs on cars will affect non US car manufacturers. Ineos, VinFast and Volvo will be hit the hardest, where Ineos and VinFast are on places one and two (both 100%), Volvo is third with 90% (only the EX90 is produced in the US), then VW with 81% etc.

They claim that €110 Bio. additional cost will arise for the non US car companies per year.

The reason why Ineos will also be hit very hard is because the sourcing of parts. None from the US.
That means the import fraction of Ineos is 100%.

That means the import fraction of Ineos is 100%.

AWo

 

[Baron von Teuchter]

Is there potential to assemble cars in the US with components imported?

 

[CrazyOldMan]

Is there potential to assemble cars in the US with components imported?

There’s no chance they can afford a second production site. On the other hand, were they to sell it to BMW, Spartanburg would be the obvious call (BMW’s largest plant worldwide, and where they build the X series). Kind of doubt BMW would ever be interested - but you never know.

 

[AWo]

Why not? I learned here that a company which makes $55 Bio. turnaround can affort everything..


However, I doubt, looking at the numbers, that any car manufacturer is keen to buy Ineos Automotive. They are all struggling with the political ups and downs, tariffs, EV fundings yes/no/how much, environmental legislations and China entering the door in many markets. The (partial) transition to EV's has already cost millions. R&D in self driving cars is one of the next (extremly expensive) challenges.

Why should anyone buy a low volume manufacturer, which is not profitable and also no threat and who has only a IC engine to offer, yet? What would be the benefit? The market actually shows that despite us wanting real 4x4's, the market is pretty much saturated with models working well and which are established and can be maintained in almost every part of the world. A new manufacturer like Ineos doesn't enter a market which sucks up even more 4x4's. They only make the slices smaller for everyone in that market.

Where you actually see increasing sales numbers are leasure camping van's, used as a second or third car. But these are modern cars, offering comfort, even luxuary and a lot of convinient things. Especially the MB Sprinter has become a huge success the last 2-3 years.

AWo

 

[CrazyOldMan]

Why not? I learned here that a company which makes $55 Bio. turnaround can affort everything..


However, I doubt, looking at the numbers, that any car manufacturer is keen to buy Ineos Automotive. They are all struggling with the political ups and downs, tariffs, EV fundings yes/no/how much, environmental legislations and China entering the door in many markets. The (partial) transition to EV's has already cost millions. R&D in self driving cars is one of the next (extremly expensive) challenges.

Why should anyone buy a low volume manufacturer, which is not profitable and also no threat and who has only a IC engine to offer, yet? What would be the benefit? The market actually shows that despite us wanting real 4x4's, the market is pretty much saturated with models working well and which are established and can be maintained in almost every part of the world. A new manufacturer like Ineos doesn't enter a market which sucks up even more 4x4's. They only make the slices smaller for everyone in that market.

Where you actually see increasing sales numbers are leasure camping van's, used as a second or third car. But these are modern cars, offering comfort, even luxuary and a lot of convinient things. Especially the MB Sprinter has become a huge success the last 2-3 years.

AWo

Allow me to modify my statement - they can afford it - but wouldn’t turn a profit at these volumes. It’s just too low a volume. They made their choice for Hambach, but the US is and will be their biggest market - so if there isn’t a path without significant tariffs, it’s a really bad situation. I’m not trying to get into an argument about what constitutes “fair trade,” whether tariffs are a good idea, or even what the real intent behind the US tariffs are. Just saying adding a US production site while carrying Hambach doesn’t make sense, financially.

 

[Shopkeep]

I just found a study from Bernstein Analytics. a Berlin based research and analytics company. They figured out how US tariffs on cars will affect non US car manufacturers. Ineos, VinFast and Volvo will be hit the hardest, where Ineos and VinFast are on places one and two (both 100%), Volvo is third with 90% (only the EX90 is produced in the US), then VW with 81% etc.

View attachment 7900941

They claim that €110 Bio. additional cost will arise for the non US car companies per year.

The reason why Ineos will also be hit very hard is because the sourcing of parts. None from the US.
That means the import fraction of Ineos is 100%.
View attachment 7900940
View attachment 7900942

That means the import fraction of Ineos is 100%.
View attachment 7900943

AWo

Is the lack of US made content the Grenadiers secret sauce? Be it 100% or 90% or 80% Euro & ROW content it will still be hit with a high tariff rate which won’t make a massive difference to the units sold.

 

[gratefuldiver]

It is my deep hope for this country that in 3.5 years there will be a roll back of all this ridiculousness. Companies may not survive the 3 years, I’m sure many won’t. The blatant mob boss mentality of this guy is crazy. “Give me a plane, no tariffs for you.”

The only hope is to survive to the next election and roll all of this back as quickly as possible. Need to stop electing 80yo men, stop electing the extremes of either side!