Autorskers of the Nissan Smyrna vehicle assembly plant in Tennessee, on June 6, 2022. The plant employs more than 7,000 people and produces a variety of vehicles, including the EV of the leaves and the crossover Rogue.
Michael Wayland / CNBC
Detroit: As President Donald Trumps 25% of rates in imported vehicles Remain in force despite this week’s deployment on other country-based rates, analysts are expecting massive worldwide implications for the automotive industry due to policies.
They expect to see a drop in vehicle sales in millions, newer and most used prices of the vehicleAnd increasing the costs of more than $ 100 billion for the industry, according to Wall Street and Automotive Automotive Automotive Reports.
« What we are seeing now is a structural change, promoted by politics, is likely to be long -term, » CNBC Felix Stellmaszek, Lading Global of Automotive and Mobility Group, told Boston Group. « This may be the most consequent year for the history of the automobile industry in history, not only due to the pressures of immediate costs, but because it is forcing the fundamental change in how and where the industry is built. »
BCG foresees that rates add $ 110 million to $ 160 million in an annual rate in industry costs, which could affect 20% of market income from new American vehicles, increasing production costs in both US and non-users.
The automotive research center, a non -profit think tank based on Michigan, believes that automobile manufacturers’ costs in the United States will only increase by $ 107.7 billion. Includes $ 41.9 billion for Detroit cars General engines, Ford engine and Chrysler’s father Estellantis.
Both analyzes take into account the rates of 25% of imported vehicles implemented by Trump on April 3, as well as the next rates of the The same amount in the pieces of automotive they will start on May 3.
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Automobiles and suppliers may withstand some of the cost increases, but they are also expected to transmit them to North -American consumers, which could reduce sales, according to analysts.
« We believe that the rates, as proposed, will increase the cost of both import and vehicle manufacturing in the United States, at least a low -digity to a half -digid -to -medium digid, and we believe that it will be difficult for the car industry to go completely, especially with the softening of consumer demand more generally, » said Goldman Sachs’s analyst on Thursday, on Thursday.
Goldman Sachs assumes that new net vehicle prices in the United States will increase from $ 2,000 to $ 4,000 for the next six to 12 months to better reflect tariff costs.
Automobile manufacturers have responded to the rates In various ways. Manufacturers who are mostly domestic, such as Ford and Stellantis, have announced temporary offers for employee prices, while others, such as the British vehicle manufacturer Jaguar Land Rover, have dismissed US shipments. Hyundai engine He also said that he would not increase prices for at least two months to relieve consumer concerns.
The feeling of consumers grew even worse than expected in April, as the expected level of inflation reached the maximum since 1981, a Michigan University very guarded by Michigan The survey was shown on Friday.
Sam Abuelsamid, Vice President of Information Telemetry Automatic Advisory CompanyHe hopes that many car makers will have at least one supply of about two months of non-Aranzel vehicles that will be able to sell before the need to increase prices due to rates.
Telemetry hopes that the highest costs for production, parts and other factors will take into account an increase of 2 million less vehicles sold annually in the United States and Canada, which will have wavy effects on the broader economy.
« A couple of millions of sales reduction will have an economic impact, » said Abuelsamid. « This is driven by higher prices, not only by vehicles, but also through the table … which will limit the spending power of people. »
The accessibility of new and used vehicles has been a problem for several years. On average, COX Automotive reports new vehicles cost almost $ 50,000. This figure does not include the cost of financing a vehicle, which has increased significantly in recent years in an attempt to combat inflation.
According to COX, automatic loans rates are kept over decades of more than 9.64% for a new vehicle and almost 15% for a car or truck used, according to COX.
“We hope to see the discount decrease and then Virtual event Monday. « In the long term, we hope that production and sales will fall, the newly used prices will increase and some models will be removed. »
The expected price increases vary depending on the vehicle, but COX estimates an increase of $ 6,000 up to the cost of imported vehicles due to the 25% of the non -mounted vehicles in the United States, as well as a $ 3,600 increase in vehicles gathered in the United States due to the next 25% of car party rates. In addition to increasing $ 300 to $ 500 as a result of the rates announced above in steel and aluminum.
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