After 1H Boost, Tariffs Will Cut Into 2025 U.S. Auto Sales -- Market Talk

Dow Jones

Apr 14, 2025

0932 ET - Deutsche Bank says in a research note that its base care on the automobile sector assumes a "fairly strong 1H25 based on consumers pre-buying before prices begin to rise." But, that's followed by a decline in volumes in 2H25 as the tariffs flow through, driving up average transaction prices, leading to a U.S. seasonally adjusted annual rate of 15.4 million auto sales this year versus 16 million in 2024. Analyst Edison Yu says Ford and GM could see a gross cost increase of more than $10 billion while Tesla and Rivian see materially smaller increases, predicated on a 25% tariff on all imported vehicles and auto parts starting on May 3rd, but excluding US content on USCMA-compliant vehicles. (patrick.sheridan@wsj.com)

(END) Dow Jones Newswires

April 14, 2025 09:33 ET (13:33 GMT)

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Analyst Edison Yu says Ford and GM could see a gross cost increase of more than $10 billion while Tesla and Rivian see materially smaller increases, predicated on a 25% tariff on all imported vehicles and auto parts starting on May 3rd, but excluding US content on USCMA-compliant vehicles. 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Analyst Edison Yu says Ford and GM could see a gross cost increase of more than $10 billion while Tesla and Rivian see materially smaller increases, predicated on a 25% tariff on all imported vehicles and auto parts starting on May 3rd, but excluding US content on USCMA-compliant vehicles. (patrick.sheridan@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 14, 2025 09:33 ET (13:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GM","symbol_name":"通用汽车","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2527611391","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2527611391","pubTimestamp":1744637580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0932 ET - Deutsche Bank says in a research note that its base care on the automobile sector assumes a \"fairly strong 1H25 based on consumers pre-buying before prices begin to rise.\" But, that's followed by a decline in volumes in 2H25 as the tariffs flow through, driving up average transaction prices, leading to a U.S. seasonally adjusted annual rate of 15.4 million auto sales this year versus 16 million in 2024. Analyst Edison Yu says Ford and GM could see a gross cost increase of more than $10 billion while Tesla and Rivian see materially smaller increases, predicated on a 25% tariff on all imported vehicles and auto parts starting on May 3rd, but excluding US content on USCMA-compliant vehicles. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"GM":"通用汽车","STLA":"Stellantis NV","F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"translate_title":"上半年提振后，关税将削减2025年美国汽车销量——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GM":0.9,"F":0.9,"RIVN":0.9,"STLA":0.9},"content_text":"0932 ET - Deutsche Bank says in a research note that its base care on the automobile sector assumes a \"fairly strong 1H25 based on consumers pre-buying before prices begin to rise.\" But, that's followed by a decline in volumes in 2H25 as the tariffs flow through, driving up average transaction prices, leading to a U.S. seasonally adjusted annual rate of 15.4 million auto sales this year versus 16 million in 2024. Analyst Edison Yu says Ford and GM could see a gross cost increase of more than $10 billion while Tesla and Rivian see materially smaller increases, predicated on a 25% tariff on all imported vehicles and auto parts starting on May 3rd, but excluding US content on USCMA-compliant vehicles. (patrick.sheridan@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  April 14, 2025 09:33 ET (13:33 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}