The move of President Donald Trump to soften his car rates will reduce the pain, say the experts, but that will still not stop raising prices.
Usha Haley is an expert in car and cars. She is currently the distinguished president of Barton in the international affairs of the Wichita State University and offered some of her reflections on the winners and the losers in the quartz.
“First, no car with imported car parts, which represent 80% of the cost of a car, is sure because it is a temporary reprieve,” says Haley, noting that cars with 85% of their parts comply with the agreement of the United States-Mexico-Carada and produce nationally, should not face prices at this stage
Tesla
Photo: Justin Sullivan (Getty Images)
Tesla (TSLA) had a difficult period in 2025. The involvement of the Elon Musk chief executive in DOGE transformed the company into a political lightning rod, sales of Tanking and actions that send actions.
But according to Motor1 – a commercial publication which recently classified the most affected and less affected cars – the performance of model 3 of Tesla is at the top of the list, with 87.5% of its manufacture and its construction carried out at the national level. The Y model (85%), cybertruck (82.5%), model S (80%) and model X (80%) are also at the top of the index.
“Tesla will be among the least affected,” says Haley.
The MOTRO1 Group Carses ranking by the percentage of the car and parts made in the United States.
Ford
Photo: Scott Olson (Getty Images)
Motor1 class Ford’s (F) Mustang GT 80% domestic.
Kevin Roberts, director of economic intelligence and market at Cargurus (CARG), notes that even with a certain relief from car rates, price increases are still in sight.
“Although this is not entirely reduced reduction price increases, it is a decision in the right direction to rationalize the withdrawals and limit cost charges that could otherwise be transmitted to consumers,” says Roberts, noting that, during the month which followed the tariffs on automotive imports, the average price of a new car increased by almost $ 650, while of almost $ 150.
“The impact has been the most pronounced in the affordable segment, with the demand for new vehicles at a price of less than $ 50,000, energizing strongly in recent weeks,” said Roberts.
Honda
Photo: Brandon Bell (Getty Images)
Motor1 classifies the Honda (HMC) 2024 Passport AWD at 76.5% nationally.
George Faracchio, Vice-President of Automobiles and Veteran of the 28-year-old automotive industry, told quartz that during the first 30 days of the tariff diet, consumers can anticipate a modest price adjustment based on current inventory levels.
“However, while we are progressing more deep in the months of spring and summer if prices remain in place – without what the percentage – we expect prices to climb regularly,” explains Faracchio.
Jeep
Photo: Justin Sullivan (Getty Images)
Motor1 puts the Jeep (Stla) Wrangler Rubicon at 76%.
Faracchio says the prices remain in place, prices pain will get worse.
“During the first 60 days of prices imposed, the inventory of vehicles will tighten and the manufacturers affected by prices will be forced to increase their prices,” he said, noting that after that, consumer demand will naturally evolve to the second-hand market and this change will result in increased competition for used vehicles, which will result in price increases on the level of industry.
“The longer these prices stay, the more significant the impact in increasing demand and climbing prices in all segments. This training effect will affect everything, from entry -level vehicles to high -demand SUVs and trucks, ”explains Faracchio.
Volkswagen
Photo: Drew Angerer (Getty Images)
Motor1 A Le Volkswagen (VWAGY) ID.4 AWD (82 kWh) at 75.5% interior production.
“The 90 -day perspectives in the industry indicate a lasting disturbance, even if the prices are ultimately raised. The market will probably see high prices and a limited offer for months, if not more, because manufacturers, dealers and consumers work to adapt. In short, the impact of prices is not only immediately;
These cars will be congested by prices. First on the list: Mazda
Photo: Victor Decolongon (Getty Images)
Motor1 lists Miata de Mazda (MzDay) as 1% produced at the national level. Look for a sticker shock on this car.
Haley says that overall, the calculation and implementation of these prices will result in higher economic costs.
“The temporary nature of the prices will also lead to an even more intense lobbying by automotive companies, continuous economic uncertainty and the inability to engage in strategic planning to bring back to home – supposedly a goal of these prices,” explains Haley.
Hyundai
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Motor1 put the Hyundai (Hymtf) Elantra to 1% produced at the national level.
Liz Hempel, partner of McKinsey & Company, notes that switching production sites is not easy.
“The displacement of an automotive supply chain takes at least two years and billions of dollars, which makes the production changes in production,” said Hempel, noting that the prices, which struck overnight, only add to complexity.
“With seven -year -old model cycles and specialized infrastructure concentrated in key regions, the automotive industry is facing unique obstacles. Beyond factory relocations, decades of factory expertise are another major challenge, ”notes Hempel.
Bmw
Photo: Mario Tama (Getty Images)
Motor1 put the BMW (BMWYY) M3 sedan at 1% of national origin.
Hempel notes that raw material prices, such as steel and aluminum, increase costs at each stage of production.
“McKinsey & Company recommends several strategic responses to mitigate these risks, in particular the diversification of the supply chain, improved risk management, operational flexibility and active commitment of stakeholders”, explains Hempel, adding that:
“While we are sailing in this scalable landscape, it is essential for companies to rethink their supply and supply chain strategies. Those who adapt quickly can transform these challenges into long -term success of success. ”
Subaru
Photo: Scott Olson (Getty Images)
Motor1 a BRZ de Subaru (Fujhy) at 1%.
The exhibition halls obtained more traffic in March while people rushed to avoid prices.
“It has a total meaning. Cars are costly capital purchases. With tight budgets and consumers increasingly concerned about costs, many people would prefer to push to buy a new car. However, anyone fearing that their car will die in the next 12 months be taken in a dilemma: spending less or much later. (ETWO), a connected supply chain platform.
Toyota
Photo: Robert Hradill (Getty Images)
Motor1 puts the Toyota (TM) GR 86 and GR Corolla at 1%.
“It is important to remember that prices are taxes that companies and consumers are forced to support. When prices increase, especially when it comes to a significant increase, demand drops, “says Lash, asking, then what does this mean for the sale of cars this year?
“This means that after this brief jump in March, we should prepare for a long and prolonged drop in sales of new cars. A decline that will remain in place until the pricing policy changes again, ”explains Lash.
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