The 25% fee imposed on car imports shakes the markets of different income, provoking angry reactions, and European industrial groups warning the disruptions in the distribution chain, increased prices and risks of employment.
The President of the United States, Donald TrumpThe imposed is a 25% of the fee Everyone Automobile import From next week, car parts will be held on May 3, 2025 Market World Cups
The move was quickly condemned by European leaders and the interested parties in this field. The White House defended this decision for national security reasons, saying foreign car imports continue to be considered Risk for the American Industrial Site. “I consider that imported Cars Some cars continue to threaten the national security of the United States and assess the fees that are necessary and relevant, ”the White House report said.
The reaction on the other side of the Atlantic was fast and tough. German Economic Minister Robert Habbek requested a strong and integrated European response, in which: ” Ue You have to give one now A definitive response to fees: It must be clear that we will not go back to the United States. “
The German Automobile Association (VTA) warned of severe economic consequences. Its president Hildcard Muller, sending fees “a Disaster for seamless trade and standards“They also run the risk of interfering with global distribution chains closely.” As a result, all sides will cost growth and prosperity, ”he added.
Relationships between Germany and the United States
M ல்ல s Deep economic relationships Between German car industry and the United States. German companies use about 138,000 workers in the United States, $ 48,000 and $ 90,000. Over 900,000 vehicles manufactured in the United States are exported to all.
“The United States is an important part of the production network of the German car sector, and from there it provides the world market,” the VTA report states. The latest VTA survey showed that between medium -sized companies in the automobile industry 86% expect that people will be affected Duty: 32% directly and 54% indirectly through supplier and customer networks. The association insisted that this disruption would endanger the global production model that supports the competitiveness of the industry.
The European Automobile Conference (ACEA) He joined the singer group of concerns, new fees a “warnedDecisive moment“A profession that is enjoying a Complexity In the midst of the intensification of the World Competition, towards electrification, digitalization and stability.
“Los European manufacturers The cars they carry Investing in the United States for decades.
ACEA has urged many European car manufacturers to manufacture vehicles in the United States and export 50% to 60% of the production to international markets. “The European Union and the United States They have to install a Conversation to find a solution Immediate to avoid the fees of the Business War and the harmful effects, ”said de Vrees.
Analysts warn about the increase in the price of cars
Wall Street Analysts pointed out Risk of raising prices Vehicles American consumer. In a note, Goldman Sachs’s analyst Mark Delani said that the prices of imported cars could rise from $ 5,000 to $ 15,000 (6 4,600 to 800 13,800) depending on the vehicle.
Even samples in the United States The use of components of foreign ancestry can increase their costs from $ 3,000 to 000 (2,800-7,400). Considering that approximately 50% of the cars manufactured in the United States are imported, charges on car parts may significantly increase production costs.
Dellani warned, although the fees on the pieces will be gradually introduced in May, the Lack of clarity On What elements are They are closed Add more uncertainty. “We continue to believe that the fees are downwardly danger to profits,” said Dellanani.
Tennie said Impact on manufacturers American cars Varying. Tesla and Rivian, who are fully produced in the United States, are relatively isolated. Ford is estimated that 80% of its sales levels is domesticated in the United States, while General Motors is offered locally at 60-70%, although both companies export and maintain complex global distribution chains.
Instead of, Some European car manufacturers will lose much. According to the US Investment Bank, Volvo cars and Porsche are “very exposed An increase in fees between the United States and the European Union ”.
Automobile manufacturers are taken
European car manufacturers were most affected by the session on Thursday. Actions Porsche A.G. 5.4%collapsed, followed by it Mercedes -Benz A.G. (-4,8%), Ferrai (-4,7%), BMW AG (-3,7%) Y Volkswagen A.G. (-2.9%). Swedish manufacturer Volvo ABThis is a lack of significant production in the United States, while the manufacturers of Continental car and piralelli pieces fell by 2%.
AdvertisementThe waterfall was extended to US values. General Motors y Ford 7% and 3.7% collapsed before the market opened Tesla He provided 1.7%, which reflects the general concern for the industry’s ability to absorb new cost stresses without damaging the margins.
