tariffs

There is only a clear winner with the new 25% tariffs to all cars not manufactured in the US: Tesla, of course

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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 In Xataka | The United States raises commercial tension with a new blow: it will impose 25% cars tariff made from the country

will impose 25% cars tariffs manufactured outside the country

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Donald Trump announced this Wednesday their intention to impose new tariffs on Imported cars. The measure is part of its aggressive economic strategy and could open a new front of tensions with neighboring countries and the European Union. From the Oval office, the former president said that he will apply 25% tariff to “all cars that are not manufactured in the United States”, starting from the current 2.5% base. In their own words, these new tariffs will join the existing ones. Entry into force. Although the announcement is already official, the new measures will not be applied immediately. The tariffs will enter into force on April 2, date that will also mark the beginning of the reciprocal measures long announced by the president. The “great three.” Trump said he had addressed the issue with the main car manufacturers in the country – Ford, General Motors and Stellantis. In his own words, the message was clear: “If you don’t have factories here, you will have to start and build them.” Increased price in sight. As Tax Foundation points outtariffs work, in practice, as taxes applied to imported products. That extra cost usually falls to importers, which in most cases transfer it directly to the final consumer. Impact on exporters. If brands that manufacture cars outside the US fail to absorb the additional cost of tariffs, They could lose ground in front of local options. In that scenario, consumers would tend to choose vehicles produced within the country. The US imports many cars. Although the automobile industry is part of the United States industrial DNA, the country depends largely on imports. Almost half of the cars sold in the United States come from abroad, which amplifies the impact of new tariffs. According to 2024 data from World’s Top Exportsthese are the main exporting countries and their weight in imports in the country. Mexico: 22.8% Japan: 18.6% South Korea: 17.3% Canada: 12.9% Germany: 11.7% First reactions. Ursula von der Leyen, president of the European Commission, has said in x which deeply regrets the US decision to impose tariffs on European automotive exports. He also says that “the EU will continue to seek negotiated solutions, but protecting their economic interests.” Images | The White House | Yannis Zaugg In Xataka | In full tariff war with the US, Mexico has had an idea: to manufacture its own “cheap” electric cars

The EU has a weapon in the war of tariffs with the US and is to direct them to Republican states

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The EU will respond to The tariffs of the US with the same currency. Or rather, with the same policy, applying a curious law of the talion that from Brussels summary of form Simple but resounding: “Euro per euro, dollar per dollar.” After seeing how Donald Trump pressed on Wednesday the tariff red button, activating 25% rates To imports of European aluminum and steel, the European Commission has decided to replicate by applying taxes worth 26,000 million euros to a long list of American goods. The figure (26,000) is overwhelming, but the most interesting thing is what it hides. The EU has decided “hit where it hurts” to Trump, penalizing products that in many cases leave Great Folders of Republican votes. The goal is evident: press Trump from outside … and from within. A word: tariffs. To Trump He likes tariffs. He has openly recognized it, even as a White House candidate, when assured That ‘Tariff’ is, in his opinion, “the most beautiful word in the dictionary.” In the 50 scarce days He has sitting in the Oval Office has repeated that word a few times, many. Sometimes for disdain in addition. Others, Like this weekto announce a turn in the US policy towards certain foreign goods. On Wednesday the Republican Impulse 25% tariffs to all steel and aluminum imported to the US, a measure that connects with similar ones of his first mandate and that he has not laid anything well in Canada or the EU, who have already decided to play their own letters to respond. In the case of the EU, the European Commission announced yesterday “countermeasures” that will basically translate in applying tariffs worth 26,000 million of euros to certain US exports. What does Brussels plan? Use the stick and carrot. Yesterday the president of the CE, Úrsula von der Leyen, insisted In the importance of commercial relations between the EU and USA, the “harmful” effect of the encumbrances and their hand lying to Washington, but with them he announced EU’s plans to replicate Trump with tariff 26,000 million of euros. Moreover, he has already decided how he will: the EU will advise the coup throughout April, in two phases. On April 1 he will reactivate the “countermeasures” that he had already activated between 2018 and 2020, after Trump’s first government had Increased your rates also unilaterally. That punishment package that Brussels wants to recover It was suspended After the arrival of Joe Biden to the White House and, according to the EU calculationswill now serve to respond to economic damage worth 8,000 million euros caused by US tariffs. The second Brussels movement will reach mid -April (to be precise on the 13th) and will seek to counteract the damage worth another 18,000 million euros that, again According to EU calculationswill have the new Trump tariffs in European exports. Between one and the others they will add 26,000 million. That this last “countermelted” later has an explanation: it is new and before Brussels wants to have it well tied with the 27 EU countries. That’s all? No. von der Leyen argues That the EU wanted to be equitable in its replica: “Since the US applies tariffs worth $ 28,000 million, we respond with countermeasures worth 26,000 million euros,” he alleges. However, there is something so or even more important than those figures: what are applied to. The EC has decided to refine the shot and direct its punishment to certain US goods that can be sensitive to Trump for a very simple reason: they leave states that They support it at the polls, to him and the Republican party. “Hit where it hurts”. A senior EU official summarized it clearly (and forcefully) yesterday in statements a The Guardian: “We try to hit where it hurts.” In the American merchandise list that has the CE in the spotlight, which can be Consult onlinethere are motorcycles, whiskey, wine, honey, meat, cheese … a long payroll of products in which Some experts They have already seen some intentionality. For example, it affects iconic products, with a symbolic value, such as Harley-Davidon motorcycles or The Bourbona wiski with an important roots in the US. The importance of soybeans. The same source that spoke with The Guardian I quoted Another clear example: soybeans, interesting for several reasons. The first is its commercial weight. At least in 2019 it was The main supplier of soy of Europe, far ahead of Brazil, the second supplier. The specialized magazine PROGRESIVE FARMERbased in Alabama, points that Europe buys about 6.5 million metric tons of soybean exports and soy flour with a value of around 3,000 million dollars. Despite this bond the same source of Brussels assured The Guardian that for the EU would not mean any trauma to look for the supply in another market. “We love soybeans, but we are gladly bought from Brazil, Argentina or any other lujar,” reason. A year ago the EU has already raised sensitively The amount of Brazilian soy. The third factor that makes soybeans a sensitive merchandise for Trump, in addition to its weight in the commercial flow with Europe and the possibility of buying it in other countries is where it occurs in the US. Looking at the Republican Party. Soybean is one of the goods more relevant in agricultural exports to the EU. And a state relevant In the cultivation of American soybeans it is Louisiana, a territory especially sensitive For Donald Trump’s game. From there is the Republican Mike Johnsonthe president of the House of Representatives. Luisiana is also one of the states that was dyed red (Republican color) during the presidential elections of 2024, just like Iowa, Indiana, Missuri, Ohio or the two Dakotas. Everyone has more than having facilitated Trump’s access to the White House: they also stand out in The soy map United States. “Smart” tariffs. Something similar happens with the bourbon, especially linked to Tennessee and Kentucky, Traditional Folders Republican vote. The nickname Bluegrass State has also choosing from mid … Read more

If Nvidia lived only from PC GPUs, she would be about to die of success. And US tariffs don’t help

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During the last weeks take a family graphics card GeForce RTX 50 Nvidia without falling into the hands of speculators is a real odyssey. At the time I am writing this article the only solution of this family that is easy to find at a price close to the recommended By nvidia is the GeForce RTX 5070. As is understandable, this situation generates frustration among the players who have decided to get one of these graphics cards, as you have noticed in the comments of our articles. To understand what is happening, we are interested in taking a look at “the photograph” of the PC graphics card market. According to the consultant Jon Pedie Research During the last 2024 quarter, more than 78 million GPUs were distributed for PC, which represents a 6.2% growth compared to the third quarter of last year. Nvidia leads this market with a quota of 65%, while Intel and AMD are formed with 16% and 18% respectively. This is our starting point. Difficult times arrive for the PC graphics card market This statement of Jon Pediethe head of the consultant who I have mentioned a few lines above, describes very precisely what the current situation is: “Nvidia, with the highest market share, had difficulty satisfying the demand. And as a result of its size and influence, it prevented the GPU market Tariffs will include profits for the majority, even for everyone, for 2025 “. TSMC is responsible for producing these chips for Jensen Huang’s company Nvidia has not officially revealed how many GPUs belonging to the GeForce RTX 50 family has delivered to graphics card assemblies, but it is evident that not necessary to meet demand. The Taiwanese manufacturer of semiconductors TSMC is responsible to produce these chips for the company of Jensen Huang, but it is important that we do not overlook that it not only manufactures the GPUs for Nvidia games; also produces its chips for artificial intelligence (AI). And the production capacity of TSMC is limited. From one thing we can be sure: in the current circumstances the GPU market for AI is a priority for Nvidia. After all, it is Its greatest source of income. The Jon Peddie Research report expects that from 2024 to 2028 the general market of the GPUs will be contracted annually, and in 2030 only 15% of the computers will have a dedicated graphics card. In these circumstances it seems reasonable to assume that Nvidia and AMD will pay more and more attention to their chips for AI, and perhaps a little less to their GPU for games. Anyway, there is another fact in Jon Peddie’s statement that is worth not overlooking: The tariffs which is deploying the administration led by Donald Trump. At the moment TSMC produces Nvidia chips in Taiwan. Perhaps in the medium term diverts the manufacture of these integrated circuits to Your new US plantsbut for the moment neither Nvidia, nor AMD, nor any other client who buys TSMC his chips produced in Taiwan will be fought from the tariffs. And in these circumstances, as Peddie states, the profits of these companies will be affected. If prices do not raise their benefits will be reduced. And if they are presumably submitted less, so their earnings will also resent. More information | Jon Pedie Research In Xataka | The Singapore government has revealed which companies are involved in the delivery of GPU from Nvidia A Deepseek

Tariffs imposed by the US to Mexico are going to shoot many prices. Those of these car brands are going to be a problem

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The United States decision of Implement 25% tariffs On the imports of Mexico and Canada it will have many and varied consequences, but there is a sector that will be specially affected by it: the automotive industry, especially from North America. After several postponements, the measure entered into force on March 4without the possibility of a new negotiation. There are already names of affected companies and models. An interconnected industry. Throughout the last three decades in the United States, with The signature of the NAFTA (Gasoline) in 1994 and its subsequent evolution towards the T-MEC (USMCA), car manufacturers have developed supply chains highly interdependentin which engines, transmissions and other components cross the borders multiple times before assembling in a final vehicle. The premise behind this model is clear: take advantage of the economic and logistics strengths of each country to reduce costs, improve efficiency and offer more competitive prices to its consumers. However, new tariffs could break this structure, drastically more expensive and generating uncertainty about what cars will be considered imported or national. What is really an imported car. It had the New York Times. Before talking about the repercussions, it should be explained how a vehicle is “mounted”. The central problem of tariffs is that defining what an imported car is is not so simple. In legal terms (and USA key), a vehicle is classified as imported when its final assembly occurs outside the United States. However, the complexity of supply chains This definition has become obsolete. The medium exposed concrete examples of this interconnection. Namely: the Chevrolet Blazer is assembled in Mexico, but uses engines and transmissions made in the United States, the Nissan Altim He assembles in the United States but with only 25% of its American parts (the engine comes from Japan and the transmission of Mexico). Extra ball. There is another problem: that the Trump administration has not specified How will you apply tariffs To these components that cross the border several times. This, no doubt, generates a climate of uncertainty for manufacturers, who do not know how to calculate production costs and define their commercial strategy. A true chaos. Affected companies and models. What seems clearly clear is that, if tariffs are permanently implemented, a summary of Several companies that could be forced to reconsider investments or even transfer production to other regions. Who is it? The main automotive with operations in Mexico and Canada that They would be impacted For tariffs they include: BMW: Its plant in San Luis Potosí, Mexico, produces series 3, 2 Coupé and M2 models, mainly intended for the US and global market. Ford: operates three floors in Mexico and exported almost 196,000 vehicles to North America in the first half of 2024, of which 90% went to the United States. General Motors (GM): It imported around 750,000 vehicles from Mexico and Canada in 2024, including key models such as Chevy Silverado, GMC Sierra and SUV medium. In addition, its Mexican plants assemble two of its new electric vehicles (EVS). Honda: with 80% of its Mexican production for the United States, it already warned that it could rethink its manufacturing strategy if tariffs become permanent. KIA: Its factory in Mexico assembles its own models and the Santa Fe SUV for Hyundai, which are also exported to the United States. Mazda: exported 120,000 vehicles from Mexico to the United States in 2024 and evaluates to stop future investments if tariffs enter into force. Nissan: Its two plants in Mexico produce the Sentra, Versa and Kicks models for the United States, with a total of 505,000 units assembled in the first nine months of 2024. Stellantis: Assemble in Mexico the RAM, Vans and Jeep Compass trucks, in addition to manufacturing Chrysler models in Canada. In 2025, he plans to restart the production of a new Jeep model in his Canadian plant. TOYOTA: Produces Tacoma in its factories in Mexico, with more than 230,000 units sold in the United States in 2024, which represented 10% of its sales in that market. Volkswagen (VW): Its plant in Puebla, Mexico, manufactured about 350,000 vehicles in 2024, including the Jetta, Tiguan and Taos, all for export to the United States. Audi: His factory in San José Chiapa, Mexico, produces the Q5 and uses more than 5,000 people. Only in the first half of 2024, exported almost 40,000 units to the United States. Plus: In Canada, Volkswagen is building a battery gigafabrica in Ontario, which will begin production in 2027, a project that, obviously, could also be affected by commercial uncertainty. Possible consequences. The first is the most obvious and we can Explain with an example: If a car manufactured in Mexico has a base price of $ 25,000, a 25% tariff would add 6,250 to the final cost. In the market, the impact would be enormous: the car would be less competitive in front of the United States automotive industry and generate a tension in the commercial relations of both countries, since Mexico would begin to look to other sides. But there is more. First of all, Price increase For consumers in the United States. Additional costs could be transferred to customers, making cars, trucks and SUVs assembled in Mexico and Canada. The reduction of competitiveness is also pointed out, since brands such as Ford, GM, Toyota and VW could lose market participation against production manufacturers in the United States or outside North America. Plus: the Reconfiguration of the supply chainsince some companies could seek to transfer operations outside of Mexico or Canada to avoid tariffs, although this would imply high costs and prolonged deadlines. Finally, analysts also point to Impact on employment and investmentsince automotive plants in Mexico and Canada generate hundreds of thousands of jobs. Uncertainty about tariffs could cause investment reduction, mass layoffs and lower expansion of the sector in the region. How much prices will increase. It is the big question. Manufacturers have analyzed the direct impact of tariffs on production costs. According to Patrick Andersonfrom Anderson Economic Group, … Read more

TSMC has found a way to avoid US tariffs. Although 100,000 million dollars will have to spend

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Trump wins. And TSMC, actually, too. During the last two years we have spoken in dozens of articles of The three semiconductor factories as a avant -garde that this Taiwanese company is getting ready in Arizona (USA). Approximately will be spent on them 65,000 million dollarsalthough they will cost much more (each high integration chip production plant costs approximately 30,000 million). The rest of the money subsidies will be provided approved by the administration led by Joe Biden. For TSMC it is crucial to develop its integrated circuit production infrastructure beyond Taiwan’s borders. The only way to hold your business if in the future it is triggered A war conflict with China It is precisely having a very solid network of factories outside the island. And, if possible, out of Asia. In any case, there is another reason why TSMC is very interested in having more chips plants in the US: tariffs approved by the administration led by Donald Trump. Tariffs are strengthening the US technological ecosystem At the end of last January Donald Trump launched a warning Very forceful to TSMC: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have thousands of dollars. money; The Trump government ensures that you will impose tariffs on all electronic devices that incorporate chips produced abroad Although this statement is expressly addressed to TSMC, the Trump government ensures that it will impose tariffs on all electronic devices that incorporate chips produced abroad. They belong or not to US companies. This decision has caused all the large US technology companies to rush with the administration with the purpose of drawing a plan that allows them to dodge tariffs. Apple is one of them. Just a week ago those of Cupertino announced that They will invest 500,000 million dollars in the US During the next four years to dodge the threat of tariffs. This money will be destined, among other purposes, to the construction of a new server factory for artificial intelligence (AI) In Houston, at the point of a training center in Detroit and the creation of 20,000 jobs. This is the context in which TSMC has just confirmed that something similar is going to do. And it is that a few hours ago CC Wei, the president and general director of TSMC, Donald Trump and Howard Lutnick, the US Secretary of Commerce, They have announced that this manufacturer of integrated circuits will invest at least 100,000 million dollars in the construction of five new semiconductor production plants in the US. These facilities are added to which TSMC is already making a point in Arizona (the first of these three factories It has already started chips production). Three of the new five floors will be integrated avant -garde circuit factories, and two of the facilities will be dedicated to the advanced chips packaging. In addition, a research and development center will be ready. Presumably these plants will create, according to TSMC, about 40,000 jobs. Anyway, everyone wins. The US government is achieving its purpose: drastically limiting its dependence on chips manufactured abroad and controlling 40% of global semiconductor production. And TSMC protects itself against a possible future conflict between China and Taiwan, and dodges US tariffs. Image | TSMC More information | Nikkei Asia In Xataka | Intel has a bullet in the bedroom. A bullet capable of helping you compete from you with TSMC

Nvidia lost 265,000 million dollars yesterday. Tariffs have caused terror among technology

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Nvidia lost 265,000 million dollars yesterday. It was an especially Aciaga for her, with 8.69% fall in the value of her action, but the day was dyed red throughout the technology industry. The trigger for that setback in the bags was clear: the tariffs. Donald Trump confirms tariffs. After announce tariffs to Canada and Mexicothe US president initially postponed his application, but yesterday announced that they would definitely enter into force as of today. It is a controversial measure that will make imports from Mexico and Canada apply 25%tariffs, which will make these goods more expensive. Immediate drop in bags. Trump’s announcement caused a clear collapse of several technological actions, but Nvidia was undoubtedly one of the most affected, with a fall of 8.69%. Intel lost 4.05%, Broadcom by 6.05%, and supermicro 13%. The red numbers were seen in much of the technological market, with all the great affected, although to a lesser extent than Nvidia. The indices confirm the fall. As They point The Kobeissi Letter analysts, the S&P index already opened down, and Trump’s announcement quickly precipitated the fall: in just six hours the values ​​included in this index had lost more than 100 points, about 1.5 billion dollars jointly. Nvidia’s shares has returned to September 2024 levels. Source: Google Finance. Relationship with Mexico. Although most Nvidia chips are manufactured in Taiwan, some of their most advanced systems and equipment based on these chips are manufactured in other regions that include both the US and Mexico. That means that these products would be affected by these tariffs. Curiously, Trump’s announcement did nothing but reaffirm Mexico’s plans with the Foxconn plant in Jalisco: it will be the most important assembly factory of the GB200 cards with Nvidia Blackwell architecture, and those responsible for They promised which will be finished in a year despite tariffs. TSMC and its project in the US. Trump took advantage of a conference yesterday to confirm The announcement of TSMC, which will invest 100,000 million dollars more – he had yet paid 65,000 million – in manufacturing plants on American soil. Nvidia indicated in CNBC that would manufacture chips in those facilities, which would allow tariffs. In Nvidia they are still optimistic. In spite of everything, Huang Indian A few days ago this second quarter of the year promises to be positive for the company. Everything has already prepared to manufacture their new chips with Blackwell architecture, and have corrected the defects that were detected in the first phases of production. Crypts also collapse. He announcement of strategic cryptor He had promoted the value of cryptocurrencies, but yesterday’s events also remarkably affected this market. Bitcoin lost more than 8%value, Ethereum almost 15%, XRP 17.61%, Solana 19.57%and adapt 18%. These were the five cryptocurrencies mentioned by Trump for that initiative, and the fall was huge in all of them. Image |Hillel Steinberg In Xataka | ‘The Nvidia Way’: This book is the perfect tool to understand how Jensen Huang has taken Nvidia to the top of success

Donald Trump prepares to apply tariffs of more than 25% for chips and that means one thing: much more expensive laptops

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Donald Trump does not hesitate. At a press conference on Tuesday, the president of the United States Indian than your administration It could apply tariffs of about 25% to the car industry. But this is not the worst: the worst thing is that the pharmaceutical industry and The semiconductor They could be even more affected. In both cases, tariffs could be even greater than 25%. What are tariffs. Tariffs are taxes that apply to foreign products. They are paid by the importer of the product, which in this case are the US companies and consumers, but not for the exporter, which may be anywhere in the world. An example. Let’s give an example: Acer, Taiwanese company, wants to sell its laptops in the United States. Acer the factory in Taiwan, and sends them to the US. When those laptops reach the US Customs, a US -based company (the importer, which may be the Acer division in the US, or a wholesaler, for example) takes possession of them. The US customs applies tariffs. Let’s say it is 10%. The importer (which is not Acer Taiwan) pays those tariffs to the US government. If the order is one million, the importer would have to pay $ 100,000. It is then that the importer decides how to manage that extra cost. It can absorb the cost and reduce your profit margin, you can pass it to stores, which could increase the price for consumers, or you can negotiate with Acer Taiwan to make the original order come out something cheaper. More details on April 2. In the case of cars tariffs, the pharmacological industry and Trump chips Indian that “I will probably tell you on April 2, but there will be around 25%” when asked about tariffs on the car industry. For Farma and Chips, Trump said “it will be 25% or more, and will grow substantially in the course of a year.” The US president claimed to want to give companies “time to come (to the US)” before announcing new import tariffs. Manufacture here, or pay tariffs. All these measures are aimed at the same thing: avoid dependence on other countries to the maximum possible, boost companies to manufacture their products in the US (and make large investments in the country) and impose huge tariffs for those who do not. The impact will be colossal. The measures raised by Trump will have huge consequences. Among other things, will aggravate the historical crisis that the European car is experiencing. Last year about eight million cars and light trucks in the US were imported, half of all sales in that country. Manufacturers like Volkswagen They would be especially affectedbut also great Asian manufacturers (not only China) like Hyundai. We will pay more for (almost) everything. Experts are clear that these tariffs will have very important collateral effects, including the price increase for consumers and costs for these industries. Portable 10% more expensive. In the case of chips, among the many affected are laptops prices. Jason Chen, CEO of Acer, Indian that these tariffs will cause that “we have to adjust the final price to reflect these tariffs. We believe that 10% will probably be the default increase for the price for import rates. It is very simple.” Acer already considers manufacturing outside China. About 80% of the laptops that are imported in the US come from China. Trump imposed 10% tariffs in China this month, although they do not apply to products that abandoned China before February. Chen declared that they had already migrated part of the assembly of their computers outside China during Trump’s first mandate, when he imposed 25%tariffs. They are now looking for “different distribution chains beyond China”, and stressed that manufacturing in the US was “one of the options.” Much ado about nothing? The truth is that Trump has already announced important tariffs For Canada and Mexico. They had to go into force on February 1but They have not done soand also the tax and aluminum taxes have been modified –No exceptions– And that theoretically will be applied as of March 12. A series of “were also announcedreciprocal tariffs“Last week, but they will not take effect until April. There is a lot of ads of tariffs, but for the moment little start -up (or none) of such measures. Image | The White House | Laura Ockel In Xataka | All Big Tech wrapped Trump in his investiture. In return, 192,000 million dollars will be saved in taxes

After tariffs to the electric car, China has a “Troy horse” to win the European market: combustion

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At the end of October last year, the European Union applied the Chinese electric car tariffs. From that moment, the cars that entered the European ports had to face rates that depended on the company that exported the vehicle. We must wait to see how the industry faces this change at a time when China was betting hard on Europe. But what is clear is that, beyond the electric car, China has a plan B to follow flooding the European Cars Union: The combustion engine. Tariff mess. They are not really “tariffs”, but “compensatory rights”, according to The European Commission. As much as they are, they are levies that apply to importation with one objective: protect their own market. Each manufacturer has an additional tariff and 35.3% is not the same to SAIC cars, 18.8% to Geely or 7.8% to Tesla. Before applying tariffs, China marked the goal of following Invading Europe with their carsbut regardless of increasing exports, the Asian giant took other measures. For example, one Research against European Porka very consumed product in the country that matters from Europe and that would affect several countries, especially Spain. It could also rareproduct that dominates and is vital for the development of practically all industries. Neighborhood discussion. These pressures have paid off, and an example is Spanish. Spain, initially, was in favor of the European measure, but after China’s threats, The Spanish position was relaxing. Germany too I was on that ship Because your trade with China It is key in this segment. On the contrary that France, fearful that Byd or Mg take away market share of their Peugeot, Citroën or Renault, which have little presence in China. The Troy Phev. However, something key in this whole issue is that tariffs have the Chinese electric car as a goal. That is, the 100%electric, leaving aside other electrification variants that remain important in a European market with countries where the loaders are not so developed. And, there, it is where China has a weapon to continue filling the territory of own production cars. Plug -in hybrids, or Phev, are an alternative strategy of the country. Not being taxed with the same tariffs, manufacturers can expand in the European market showing its technology, design and competitive prices. An example is cars that are plug -in hybrids in practice, but electric in theory. Jaecoo 7, for example, has gasoline and plug -in hybrid versions The limits of hybridization. He Mazda MX-30for example, it is a car that always prioritizes electric mode. It does not pull the combustion engine until it lacks enough energy in the battery to move the car, but the combustion engine is not dedicated to moving the wheels when it has to act, but to produce electricity that is stored in the battery, this being this the one used to move the wheels. Catl, Eminence in battery technologya few months ago a Battery with an autonomy of 400 kilometers and fast charge. But not for a 100%electric, but for a hybrid. It is like a 2.0 plug that, in practice, has a combustion engine, even if it is not used for the conventional purpose. Pure and hard combustion. In addition to technology, the point in favor of Chinese manufacturers is the price. Brands like byd and Mg have entrance hybrids to significantly lower prices than those of the competition. But there is life beyond electrification and, although China is Pushing Strong by the passage to these “new energies” inside and outside their borders, if you have to adapt to avoid tariffs, they can do it with several models of pure and hard combustion. He MG ZS Combustion It is an example. It was one of the gasoline cars best selling in Spain During last year. There are more players in this market, and omoda is an example. He arrived in Spain last year And it has expanded rapidly with dealers in which there are electric, hybrid and combustion cars. Jaecoo also has cars exclusively with combustion, such as Jaecoo 7and that is where the potential of Chinese companies is to gain market share by alternative roads to that of the Full Electric. Don money. Apart from the strategy for hybrids, when tariffs were already on the horizon, it was speculated with strategies by China to manufacture in Europe and dodge these tariffs. The idea was to assemble the critical pieces of cars in Chinese factories, disassemble it and take it to European factories, where they would reassemble to shape the final car. A kind of Lego that was not official and that, from Europe, it was said that it would not serve to dodge tariffs. But it is clear that what is working so that some countries have relaxed their position are economic pressures. Apart from the threats already commented, Chinese companies have been getting important plants to make cars. For example, Chery was done with the Nissan factory in Barcelona (What he gave A second life to Ebro). But during the last votes, They delayed their plans. And not only in Spain, Also in Italywhere they were going to make important investments. Meanwhile, Chinese companies continue to erre with their strategy to fill Europe with their cars. Despite tariffs, we see that giants like Byd continue to get ships huge that allow to continue maintaining the rhythm of exports. It is a very juicy market with Germany betting on electrification, Norway being the King of Cotarro and territories as the Netherlands in which China has land to conquer. Image | Engin Akyurt In Xataka | The EU has insisted on making the jump to the electric car: ten advantages of staying in a plug -in hybrid

The tariffs and doctrine “of Minimis”

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On February 1, President Donald Trump issued a new Executive order in which he imposed 10% tariffs on all types of Chinese merchandise. That has ended up having an immediate impact on the business of Temu and Shein, two of the great Chinese electronic commerce platforms, and in the last hours a singular situation has been experienced. Duty. The activation of the 10% rate on Chinese goods that arrive in the United States is one of the measures that Trump has created for increase taxes to the countries with which it is most traded. In fact, he raised 25% tariffs for Canada and Mexicoalthough it has postponed its application for 30 days. No Chinese packages. The impact can be huge, and the first side effects have already been noticed. A few hours ago the US postal service stopped accepting packages from China and Hong Kong, which among other things caused all chaos between the Truck carriers They tried to carry their packages as they had done until then. Private courier companies such as UPS or Fedex did not announce restrictions at that time, indicate In The Verge. Restored service. As they point out In CNBCthe postal service ended up accepting those packages. In a statement On their website they indicated that both they and the customs service were “collaborating closely to implement an effective mechanism for collection of new tariffs to China, in order to guarantee the least possible interruption of the delivery of packages.” The exception “of Minimis”. China’s trade with the United States has benefited for years of an exception called “Minimis”, a Latin term that indicated that packages with value below $ 800 could enter the United States without paying taxes. It is a mechanism that platforms such as Shein or Temu have taken the opportunity to offer really competitive prices in their merchandise. They are not the only ones who have taken advantage of that “shortcut”, and also US companies such as Amazon, Etsy or Ebay have benefited from this exception. Trump puts an end to minimis. But this exception, which carries about a century Active, was blocked by the new president of the United States. The impact of this measure can be enormous: the American customs agency Indian Recently that it processed more than 1.3 billion minimis shipments in 2024. Not only that: A report The US government revealed that Temu and Shein are “probably responsible” for more than 30 % of all minimis shipments that arrive in the US, and practically half of all shipments of this type that do not pay taxes came from China. The rise of electronic commerce and the avalanche of arrival of low value products made the limit of minimis products in 2016 rose from 200 to $ 800 With the Obama government. To check all packages. The deactivation of the Minimis doctrine will cause the workload for messaging companies and postal service to increase colossally. In theory they must check all packages to verify that new regulations do not breach, something that could significantly delay (at least, initially) shipping times. Can Temu and Shein continue competing? Both platforms benefited from Minimis and the absence of current tariffs to be able to sell their products at prices with which it was very difficult to compete. Amazon began a plan to do that precisely with the launch of Amazon Haul: All at less than $ 20although shipments are completed in a weeks. Trump’s measures could make Amazon change their plans with that service. Most likely: that everything costs more. All these tariffs and taxes probably end up being paid by American consumers, for whom all products will probably be more expensive. As they explained In The Vergetariff rates “are a tax on the person or entity that imports goods, not to their exporter. A study of the National Bureau of Economic Research of October 2024 made it clear that American citizens with more tight economies will be the most affected. Spain and the VAT package. The situation that is now lived with Minimis’s doctrine remembers what happened in Spain in 2021. It was then that the call was activated “Electronic Commerce VAT Package“That made VAT apply to shipments with a value not exceeding 150 euros. Chinese platforms such as Aliexpress, which took advantage The shortcuts of the lawthey were especially affected. A year later The firm itself made it clear that the mark in its income had been evident. The shopping experience for consumers also changed: They could not trust at all (at least, initially) of the price that appeared on the products of its website, which Normally it was more expensive. A complicated future for Temu and Shein (and for their clients). The measures taken by the Trump administration will undoubtedly have a direct impact on the future of Temu, Shein and other Chinese electronic commerce platforms when operating in the United States. Price increases and perhaps delays in shipping times are expected. Bad news for China … and for US consumers who benefited from those Chinese products at competitive prices. And a jug of cold water for finish or google. But that will also have negative effects for the US economy. It is estimated that last year Temu invested about 3,000 million dollars In online marketing, and Shein has been flooding Instagram for years by advertising their garments at balance prices. Meta indicated last year that 10% of their advertising income came from Chinese companies, and now all that money – which of course invested in other US platforms – could fate. Image | Daniel Torok In Xataka | Elon Musk has managed to convince the government that the priority is to conquer Mars. The question is what happens to the moon

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