Donald Trump's proposed 25% tariffs on imports from Mexico and Canada threaten major U.S. automakers, with GM, Ford, and Stellantis facing significant profit losses due to their reliance on cross-border supply chains. Analysts warn that tariffs on individual car parts could be even more damaging, potentially raising costs for consumers. Carmakers may need to increase U.S. production or cut costs to mitigate the impact, but the shift could be challenging, especially for European manufacturers with limited spare capacity.
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