Changes in administration can impact an ongoing issue. While Trump was busy trying to remove tariffs from steel and aluminum, “Auto companies have shifted some production plans, with Ford, for example, opting to move Midwest assembly-line work to Mexico to avoid the tariffs.” The recent shift throws into question many of Trump’s previous promises to automakers and could potentially increase the costs of vehicles produced in the United States. Currently, the American auto industry has made a significant effort to purchase less steel from overseas. According to industry representatives, “global steel production has responded to the 232 tariffs [set by Trump in 2018] by decreasing to a level not seen since 2002…But the former high levels of foreign steel reported to the Commerce Department [in prior years] still were at 43 percent of total US consumption on an annualized basis.” If low steel production and tariffs continue, American auto manufactures may have to pay more for steel to remain competitive. However, a decision by the U.S. Trade Representative’s office could help mitigate the impact of rising steel prices on Trump’s auto tariffs. The trade office has been unwinding Obama-era restrictions on the Chinese auto parts company, Wanxiang. According to an announcement from the USTR, “a formal request to remove all restrictions is expected in June.” The decision could potentially prevent substantial damage to American auto manufacturers, who were working to raise emissions standards. (Ewing and Anderson, 2025) ❶The article criticizes the inconsistencies in Trump’s tariff policies and the impact they have on the auto industry. Automakers are shifting production plans due to the uncertain nature of the tariffs, and there is a potential for higher costs and environmental concerns if the tariffs continue. The article suggests that the removal of restrictions on foreign auto parts companies may help mitigate some of these issues, but overall, the situation is still unclear.

Giuliett Russell, “As Tariffs Loom, the Big Auto Corporations Voice Their Concerns” (New York Times, March 17, 2025).

The New York Times reports on the potential impacts of proposed tariffs on imported metals in the United States. The article highlights concerns from major automobile industry leaders, who urge President Biden to reconsider the proposed tariffs on imported steel and aluminum. The industry stresses that these tariffs will result in higher costs and potentially lead to job losses in a critical sector. The article discusses the perspectives of Chief Executive Officers from major car manufacturers including Elon Musk of Tesla, Jeffrey Immelt of General Electric and Terry W. Jones of Caterpillar.

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