The domino effect of tariffs is also being felt in Valencia. Specifically, in the Ford factory

Ford has drastically trimmed the production forecasts of the new bronco in its Almussafes plant. Of the 300,000 units initially planned, the figure has fallen to 209,000, as published Digital economy citing their own sources.

Why is it important. This 30% cut reflects how Trump’s tariff policies are already moving chairs in the European industry before applying.

The accuracy of the new figure – 209,000 units compared to the 300,000 round rounds – lets read a very specific calculation between a very specific projected stage between the lines.

Between the lines. Suppliers openly speak of the “Trump effect” by explaining these changes. The most important reduction affects precisely the volume allocated to the United States: from 91,000 units per year provided for a much lower but not even pointed out.

Ford is adjusting its transatlantic export plans in the face of tariff uncertainty. And that is felt in the Valencian economy, whose GDP depends by approximately 10% of this factory.

In detail. The effect on the supply chain is, the redundancy, in chain:

1. Suppliers have to recalculate investments.
2. Prices should be modified based on a lower production volume.
3. Lower production means less industrial capacity required.
4. And that facilitates the transfer of suppliers outside the Almussafes environment.

Yes, but. Trump will end his mandate in 2028, but bronco production is planned between 2027 and 2035. That is, three quarters of the manufacturing will be done without him in the presidency. But the car is an industry without much flexibility to modify the decisions that are made now.

The threat. Reduce estimates during the award of limited pieces future expansions. If suppliers dimension their capacity for 209,000 vehicles, then increase production will be more complex and expensive. It is not easy to undo steps and make them again. The industry is creating a productive roof based on the most pessimistic stage.

Deepen. Ford He is at the same time intensifying his presence in Moroccoparticipating in the Automotive Tangier meetings with the presence of the Moroccan monarch.

Its sponsorship contrasts with brands such as Stellantis or Renault, which already manufacture vehicles in the African country, which gives clues of a geographical diversification of the productive strategy.

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Outstanding image | Luke Scarpino in Unspash