After repeatedly threatening, Donald Trump has ended up approving a 25% tariff to all cars That they enter through its borders. It doesn’t matter if the car is manufactured in Europe, Brazil or Mexico or Canada (with whom it has a special economic framework).
The Unique free road For the import of the car to be a bit cheaper is that it has US components. If the car, for example, It is manufactured in Mexico It will not pay tariffs for the part corresponding to the pieces originating in the United States. The same if, for example, it is manufactured in the United States but its engines arrive from one of these two neighboring countries. In that case, it will only be paid for that little part.
The impact of the measure will be high for consumers. It is estimated that cars will be more expensive Between $ 4,000 and $ 12,000depending on the value of the same and the presence of US components inside.
The measure has as an evident intention to attract the production of cars to the country. Keep in mind that, According to the White Housein 2024 16 million cars were bought in the United States. From them, half came from outside their borders. And they ensure that, of the eight million manufactured in the United States, 50% of its components also came from outside “and is probably closer to 40%,” according to their calculations.
Among the main affected by the measure, Bloomberg name Volkswagen to export to the United States 80% of its sales in the country. They are followed by Hyundai-Kia (65%), Mercedes (63%), Renault-Nissan-Mitusbishi, BMW and Toyota (which are also above 50%).
But, of course, raise these tariffs He also has winners. One of them is Ford that only matters 21% of the cars he sells in the country. The figure is lower than that of Honda (35%) or General Motors (45%), some of its great rivals.
Although, of course, the biggest beneficiary is Tesla.
Tesla, the great beneficiary
Since the application of these new tariffs were confirmed, all eyes have been put in Tesla. Elon Musk, CEO of the company and one of the most relevant men in this second mandate of Donald Trump, has not hesitated to throw balls out from his X account.
Click on the image to go to the original tweet
In response to an X user who showed that Tesla would win with the new tariffs, Elon Musk has responded that “it is important to note that Tesla has not been unscathed from this problem. The impact of tariffs on Tesla remains significant.”
Click on the image to go to the original tweet
The answer contrasts with the publications that the company itself has been doing in X. On March 23, Tesla presumed to have the most cars Made in America of the market.
Keep in mind that the electric car company has been in the spotlight Since the role of Elon Musk was confirmed in the new United States government. The decisions that have been made They have affected less to the Musk company than to the rest of its rivals. Its leader position in the market It benefits you when taking the aid for the purchase of electric cars and even your own Donald Trump has campaigned In favor of the company in response to The attacks that Tesla has received inside and outside the United States.
In Electreck They specify that presenting Tesla as winners is something like being the one -eyed in the country of the blind. “It doesn’t matter how Tesla fans or, more specifically, Tesla’s shareholders are trying to frame this. It is not good for anyone, including Tesla.”
They point out that although the company assembles its cars in the United States, steel and aluminum used comes from outside the country’s borders. 25% of its components arrive from Mexico “And an not specified amount from Canada.”
Despite this, it is evident that the impact on their accounts will be lower than on their rivals. Everything that involves an important increase in its rivals is beneficial for the company whose price should also be higher but will be more ease to absorb it partially or totally.
They point out in The New York Times that Tesla has been losing land in recent months in front of the Chevrolet Equinox EV and the Ford Mustang Mach-E. Both are models that are manufactured in Mexico and, therefore, they should see their price increased to a greater extent than the Tesla Model Y.
Of the best selling electric cars In the United States last year, Hyundai He began to manufacture Its ioniq 5 in the United States last year but produces its batteries (the most expensive element in the car) In South Korea. The Honda Prologue is assembled in Mexico. And cars such as Volkswagen ID.7 or the Porsche Taycan.
It is these last companies, which do not produce their cars in the United States, the ones that will have the most problems to compete in price with Tesla models, they point out in The New York Times. They put Volkswagen as an example that only manufactures the Volkswagen ID.4 in the United States Audi and Porsche that export all their vehicles From Mexico or Europe.
The same happens to Toyota that although it does assemble numerous cars in the United States, it exports more than half of its sales volume. According to some analysts to BloombergToyota’s operational benefit can be reduced by 6% and more than half in the case of Nissan that It was already going through serious difficulties In the country.
Photo | Gage Skidmore From Surprise, Az, United States of America and Tesla
GIPHY App Key not set. Please check settings