Trump tariffs impact car sector investments

Global Mobility expects U.S. vehicle production to reach approximately 10 million units in 2026, a level similar to the previous year, with a gradual increase to around 11.3 million by 2030. Tariffs imposed by U.S. President Donald Trump, specifically a 25% duty on imported cars, have supported the American auto industry, prompting companies such as General Motors, Toyota, and Ford to expand domestic production or shift some operations from abroad. However, political uncertainty and trade policies have impacted the supplier sector, with their investment volumes decreasing from over $8 billion at the start of 2025 to about $600 million later, amid mounting financial pressures. Despite stable production levels, projected growth before 2030 depends on the outcomes of significant investments and changes in supply chains, with companies adopting more disciplined financial practices centered on automation and new technologies.

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