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The Great Upheaval Confronts the North American Auto Sector Supply Chain
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The Great Upheaval Confronts the North American Auto Sector Supply Chain

Trump’s auto tariffs, with no carve-outs, hit the whole sector…

David Rosenberg's avatar
David Rosenberg
Mar 27, 2025
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Early Morning with Dave
Early Morning with Dave
The Great Upheaval Confronts the North American Auto Sector Supply Chain
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Highlights

• Trump’s auto tariffs, with no carve-outs, hit the whole sector…

• … pushing auto sales towards a deep correction

• U.S. tourism revenue is also declining rapidly

• No help from the Fed in the short term

Key Takeaways

• Auto Tariffs Slam Entire North American Supply Chain: Well, the President finally did it and lowered the boom on the global automotive sector, with the most negative implications for Mexico and Canada — the only leniency saved for U.S. parts manufacturers who serve the domestic market. The North American motor vehicle supply chain has just been torpedoed in one executive order.

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