How are auto makers going to handle tariffs?

[Blue highway]

I mainly meant Mexico and Canada, but yeah there's an additional 10% on China. We've already had 10% (more on certain items) in place on China for years, that's already baked into the equation.

its now an additional 20% not 10% IEEPA this is on top of the 301 tarifs.

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[Trielectric]

This request assumes current Mach-E batterys are now manufactured in the US by LG.

Dear Ford, Here is how I suggest you get my Mach-e car to me in April.
Design a 4kw battery with a heavy duty case. Make it so it hooks up easily to Mach e battery hookups.
Make new window stickers and price reflecting the missing 91kw battery.
Charter a C130 to parachute drop the 4 kw battery(s) near Mexican Ford factory late one night.
Send Mach-e train to wherever you want to in the US to install the 91kw batteries.
Reuse 4 kw batteries for more midnight drops.
Thankyou!

 

[StevenC56]

I was following the build that a dealer had on a 2025 Mach E GT stock order. It was suppose to be built this week, but it now appears Ford cancelled the build as of yesterday. Anyone else seeing this?

 

[MonkeyNutz]

I was following the build that a dealer had on a 2025 Mach E GT stock order. It was suppose to be built this week, but it now appears Ford cancelled the build as of yesterday. Anyone else seeing this?

Our MME Premium was scheduled to begin production this week (March 3 estimate, week of) and on Monday the status changed to in-production. We have a window sticker. So I’m curious to see what happens. If they raise the price due to tariffs, I’m going to pass and not buy the car — dealership knows this and they’re stressing over what the tariffs are going to do to their sales. I have a lead on an identical configuration of MME that was already produced and shipped, should be at the dealership any day now. Different dealership and they’re charging full MSRP vs. the better deal I got on my order, but if it means no tariffs, then so be it…. We may also lease a Polestar 3 instead. It’s a bit larger, and definitely a lot more expensive. But I got the lease quote yesterday on one that’s here in town and available immediately. I can double up the $7500 tax credit plus $7500 fleet credit, Polestar has a $5000 incentive for Tesla owners and I can get a $5600 credit from the state…. That’s $25,600 down, no out of pocket and a 3-year 36K mile lease for $580/month. 27 month 24K mile lease for $399/month.

Not being eligible for the $7500 EV credit vs. much of the competition is already hurting the MME and if we get 25% tariffs slapped onto it, MME sales will be dead in the water.

 

[Mach1E]

Our MME Premium was scheduled to begin production this week (March 3 estimate, week of) and on Monday the status changed to in-production. We have a window sticker. So I’m curious to see what happens. If they raise the price due to tariffs, I’m going to pass and not buy the car — dealership knows this and they’re stressing over what the tariffs are going to do to their sales. I have a lead on an identical configuration of MME that was already produced and shipped, should be at the dealership any day now. Different dealership and they’re charging full MSRP vs. the better deal I got on my order, but if it means no tariffs, then so be it…. We may also lease a Polestar 3 instead. It’s a bit larger, and definitely a lot more expensive. But I got the lease quote yesterday on one that’s here in town and available immediately. I can double up the $7500 tax credit plus $7500 fleet credit, Polestar has a $5000 incentive for Tesla owners and I can get a $5600 credit from the state…. That’s $25,600 down, no out of pocket and a 3-year 36K mile lease for $580/month. 27 month 24K mile lease for $399/month.

Not being eligible for the $7500 EV credit vs. much of the competition is already hurting the MME and if we get 25% tariffs slapped onto it, MME sales will be dead in the water.

Tariffs are a Ford problem, not a dealer problem.

If the dealer is raising the price on the consumer, the dealer is taking advantage.

 

[CarlSagan82]

Yes this is a meme however it’s on topic for a very simple reason. Uncertainty. Our American automakers have NO CLUE how to plan future investments. They are basically being held hostage.

 

[Kamuelaflyer]

If the dealer is raising the price on the consumer, the dealer is taking advantage.

No. If the car was imported after midnight yesterday, there’s a tariff on it. The manufacturer will pass all or part of that cost on to their customer. That customer, the dealer, will do the same. The poster you were responding to has an EV slated for production this week. That car, if built, will be subject to tariffs. The alternative car they’re looking at is already in the country and therefore not subject to tariffs. The dealer with that car charges MSRP for the Mach-e — that’s not uncommon.

 

[Jimrpa]

Tariffs are a Ford problem, not a dealer problem.

If the dealer is raising the price on the consumer, the dealer is taking advantage.

Well, ford can up the dealer invoice to cover the tariffs. Then they become a “dealer problem”. At the end of the day, I can see Ford putting a “pause” on US sales of the Mustang Mach E and diverting production to EMEA (including the UK), Canada, Oceania, APAC (excluding China since the Mexican-built cars don’t have all the Chinese spyware) and central/South America.

 

[Jimrpa]

No. If the car was imported after midnight yesterday, there’s a tariff on it. The manufacturer will pass all or part of that cost on to their customer. That customer, the dealer, will do the same. The poster you were responding to has an EV slated for production this week. That car, if built, will be subject to tariffs. The alternative car they’re looking at is already in the country and therefore not subject to tariffs. The dealer with that car charges MSRP for the Mach-e — that’s not uncommon.

Has it been determined yet if tariffs apply to in-process pieces each time they enter the US, or if they are only applied to finished goods for sale to end-consumers when those goods enter the US?
Also, do tariffs apply to goods transiting through the US? For example, if a Mustang Mach E is made in Mexico and destined for sale in Toronto as a “Canadian” vehicle, will Ford have to pay a tariff when the train crosses the southern border?

 

[Teslaeata]

People are stuck in last century thinking. The vast majority of illegal immigration happens by air. People arrive on airplanes with tourist visas and overstay. Some use student visas and overstay.

Twas ever thus the world over?

 

[Kamuelaflyer]

Twas ever thus the world over?

Legal entry and overstaying visas as been the method of entry for most for many decades. The land border makes better press though. ?‍

 

[RickMachE]

Has it been determined yet if tariffs apply to in-process pieces each time they enter the US, or if they are only applied to finished goods for sale to end-consumers when those goods enter the US?
Also, do tariffs apply to goods transiting through the US? For example, if a Mustang Mach E is made in Mexico and destined for sale in Toronto as a “Canadian” vehicle, will Ford have to pay a tariff when the train crosses the southern border?

Some vehicle assemblies cross the boarder (Canada border) multiple times, in a day. Part A goes to Canada and they add part B, it comes back to US and they add parts C and D, and it goes back to Canada. Some things may cross 25 times. NBC had a report on this yesterday or the day prior, but those of us in Michigan know this already.

The tariff is on everything, so all those new parts get 25% on their cost.

This is going to be very, very ugly if it holds.

 

[dbsb3233]

Yes this is a meme however it’s on topic for a very simple reason. Uncertainty. Our American automakers have NO CLUE how to plan future investments. They are basically being held hostage.

Much like the ironically-named "Inflation Reduction Act". It jacked around the $7500 tax credits so much that Ford went from +$7500 on the Mach-E vs the Model Y (it's main competition at the time) to -$7500 almost overnight. Totally changed Ford's economics on it that they launched the car under.

Yes, government sucks.

 

[dbsb3233]

Legal entry and overstaying visas as been the method of entry for most for many decades. The land border makes better press though. ?‍

We had 7 million crossing the southern border just from 2022-2024 alone. If those aren't even the biggest numbers, we've got a MUCH bigger problem than we're being told.

https://www.cbp.gov/newsroom/stats/southwest-land-border-encounters

 

[Jimrpa]

Legal entry and overstaying visas as been the method of entry for most for many decades. The land border makes better press though. ?‍

Let’s be honest, what looks better on FoxNews: “caravans” of brown-skinned people casually strolling across an “undefended southern border” to quickly drop their anchor babies and get their welfare checks? Or brown-skinned people (from a totally different part of the world than central/South America) hanging out in NYC after graduate school and going to work for their buddy’s startup in DUMBO?

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