Trump Announces EU Auto Tariffs Increase to 25%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
President Donald Trump said via Truth Social: "I am pleased to announce that, based on the fact the European Union is not complying with our fully agreed to Trade Deal, next week I will be increasing Tariffs charged to the European Union for Cars and Trucks coming into the United States. The Tariff will be increased to 25%. It is fully understood and agreed that, if they produce Cars and Trucks in U.S.A. Plants, there will be NO TARIFF. Many Automobile and Truck Plants are currently under construction, with over 100 Billion Dollars being invested, A RECORD in the History of Car and Truck Manufacturing. These Plants, staffed with American Workers, will be opening soon - There has never been anything like what is happening in America today! Thank you for your attention to this matter. President DONALD J. TRUMP" Publicly traded companies in the space include Ford (F), General Motors (GM), Honda (HMC), Lucid Group (LCID), Mercedes-Benz (MBGYY), Nissan (NSANY), Rivian (RIVN), Stellantis (STLA), Tesla (TSLA), Toyota (TM) and Volkswagen (VWAGY).
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 11.500
Low
11.00
Averages
13.65
High
16.00
Current: 11.500
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Experienced Team: Chris Infantino and Bob Wolfbauer from Tim Lamb Group, with over 60 years of combined experience in Ford dealership appointments, ensured a smooth transaction, highlighting the importance of manufacturer knowledge throughout the process.
- Employee Retention Plan: CarHeroes plans to retain as many current employees as possible through the transaction, indicating its commitment to staff and business continuity.
See More
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- Market Demand Response: These new packages are designed to meet the complex demands of business customers for efficiency, speed, and precision, helping dealers enhance customer experience and maintain competitiveness in a rapidly changing market.
- Value of Specialized Tools: Work Truck Solutions, as a trusted vendor for Ford, leverages its proven track record in work-ready vehicles to transform chassis data, body specifications, and vocational requirements into marketable listings, further driving market leadership for CVC dealers.
- Flexible Package Options: CVC dealers can select the most suitable package based on their commercial development stage and strategic goals, with existing subscribers having the flexibility to adjust their plans as their needs evolve throughout the year.
See More
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- Platform Innovation: Ford's Universal Electric Vehicle (UEV) platform aims for profitability through a clean-sheet design, with expectations to reduce annual losses from $4 billion to breakeven by 2029, demonstrating the company's long-term strategic commitment to the EV market.
- New Model Launch Plans: Ford plans to introduce a midsize pickup truck priced around $30,000 next year, expected to be unmatched in price and product form, targeting the U.S. market's demand for affordable electric vehicles to enhance competitive positioning.
- Market Competition Pressure: Despite fierce competition from Chinese EV brands, Ford remains confident in the UEV platform's competitiveness, emphasizing the need to align pricing with consumer expectations to ensure survival and growth in the U.S. market.
- New Development Center Construction: Ford's new Electric Vehicle Development Center in Long Beach, California, spans 270,000 square feet and employs 350 professionals from Tesla, aerospace, and other sectors, aimed at accelerating future EV research and production, reflecting the company's focus on the future of electric vehicles.
See More
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- Platform Innovation: Ford's newly launched 'Universal Electric Vehicle' (UEV) platform in Long Beach is expected to help its EV unit achieve breakeven by 2029, despite facing $19.5 billion in restructuring charges and industry challenges.
- New Model Launch: The automaker plans to introduce a midsize electric pickup truck priced around $30,000, which is anticipated to stand out in the market due to its competitive pricing and performance, aimed at attracting U.S. consumers.
- Competitive Market Pressure: Despite intense competition from Chinese EV manufacturers, Ford executives assert that the UEV platform will leverage new technologies and efficiencies to compete on price with Chinese brands, maintaining market share.
- R&D Center Development: Ford's new Electric Vehicle Development Center spans 270,000 square feet in Long Beach and is expected to employ 350 professionals, driving future EV research and innovation, reflecting Ford's long-term commitment to the EV market.
See More
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- Sales Decline: Ford's U.S. deliveries fell 14.4% in April to 178,667 units, significantly lagging behind BYD's 321,123 units, indicating increasing competitive pressure in the EV market.
- F-Series Truck Sales Drop: Although the Ford F-Series remains the best-selling vehicle in the U.S., sales dropped approximately 15% year-over-year to 62,048 units, primarily due to production disruptions caused by a fire at aluminum supplier Novelis.
- Electrified Vehicle Sales Plummet: Ford's electrified vehicle sales plunged 31% to 19,413 units, while internal combustion engine vehicle sales also fell 12% to 159,254 units, reflecting a broader weakness in market demand.
- Positive Market Reaction: Despite the sales decline, retail sentiment around Ford stock shifted from 'neutral' to 'bullish' in the past 24 hours, indicating investor confidence in the company's recovery, with shares gaining 13% over the past year.
See More
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- Production Capacity Expansion: The Volvo factory in South Carolina has a production capacity of 150,000 vehicles, but only produced 18,500 in 2025; plans to add U.S. production of the XC60 hybrid SUV could increase output by 45,000 units annually, indicating Geely's potential in the U.S. market.
- Brand Expansion Opportunities: Geely's Zeekr brand is seen as the most likely candidate for U.S. market entry, with Waymo already utilizing Zeekr vehicles for its self-driving fleet in San Francisco, highlighting its technological adaptability and potential demand in the U.S. market.
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