Trump’s tariff is a gift for Tesla

President Trump slapped 25 % on all imported cars to the United States, including from our direct neighbors in North America. It also put a 25 % tariff on certain parts used to build cars. It is a possible decision Supercharge cost Of the new and used cars, but it is also a gift for Tesla, the company run by Elon Musk, the largest financial supporter in the presidential elections.

The new tariff system comes at the time of Maimon for Tesla. The company deals with the repercussions of enhancing musk for extremist right -wing ideology and sharing it with Unpopular The Ministry of Governmental efficiency, which has Ignite Protests All over the world. Tesla recently relied on promotional offers and reduced prices to increase sales, however they are still sold Less than EVS in 2024 than it was in 2023 It is outside to a Rough In 2025.

The new definitions can be converted into a differential calculation, at least in the United States Tesla, all its cars intended for the North American market in the United States in factories in Fremont, California, Austin, Texas. This means that none of the cars that you sell in the United States will undergo a 25 % vehicle import tax.

Tesla imports about 20 % to 30 % of the ingredients used to build these cars, which will lead to some headaches. Musk I confess X must Tesla “not safe” through these definitions and claimed that it would have a “big” effect. But the long -term efforts to create local supply chains near its factories are now rewarded.

Basically, each other auto industry company is worse than Tesla, and the definitions will particularly affect the competing EVS. About 80 % of Ford’s cars in the United States It was built locally. But it makes the entire Mustang Mach-E and a famous pick-up truck (and more affordable) in Mexico.

Meanwhile, General Motors adopted the jacket and moderate EVS in Mexico. Hyundai found increasing success in its electric cars in the American market, but almost all of these were built in South Korea.

Like Tesla, electric car manufacturers such as Rivian and Lucid Motors will not have to worry about a car import tariff because they are made EVS in Illinois and Arizona, respectively. Like Tesla, it imports the parts that will be subject to definitions – but they are in a worse position to absorb these costs because the two companies still Losing buckets of money on all EV they sell it.

This puts a scenario in which the other EVS may see an increase in prices greater than any Tesla. This price separation can become a blessing for Tesla when it comes out The mysterious low cost EV this year – Something said the company will happen in the next few months.

Of course, Trump announced these definitions after weeks of nonsense, whether he would implement them in the first place. The president claimed that this will be “permanent“But like many other things he suggests, they can always change.