Insight

Turning point: Do new tariffs have the US Automotive Industry in the fast lane or stuck in traffic?

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As a new trade landscape emerges in the United States, the automotive industry is trying to interpret new trade policy and what it means for global trade patterns. In this insight, we capture the impact of higher tariffs on auto supply chains and how the US auto market is likely to respond. Using case studies from both foreign and domestic automakers exposed, we identify the complex decisions participants now face and what it will mean for the industry and commodity markets alike.

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    US Auto Market Insight.pdf

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