According to $JPM (-6,78%) the neuen Zölle
$GM (-4,22%) could cost up to 14 billion US dollars, which would eat up almost the entire forecast global EBIT of 12.5-14.5 billion US dollars for 2025. For $F (-1,23%) is expected to have an impact of around USD 6 billion, which corresponds to approximately 75% of the estimated global EBIT of USD 7.75 billion for 2025.
$GM (-4,22%) imports around USD 56 billion worth of vehicles annually from Mexico and Canada, resulting in estimated tariffs of around USD 10 billion on finished vehicles and an additional USD 4 billion on parts, totaling USD 14 billion.
The tariffs could increase vehicle prices by $3k to $12k, potentially reducing US sales by 500k units.
$JPM (-6,78%) has lowered the price target for $GM (-4,22%) from 64 US dollars to 53 US dollars and for $F (-1,23%) from 13 US dollars to 11 US dollars
$BARC (-8,92%) warns that the tariffs could make car manufacturers "structurally unprofitable" if they remain unchanged.
