Trump's automotive rates are a gift for Tesla

President Trump is patting 25% of all imported cars to the United States, including our immediate neighbors in North America. It has also placed a 25% tariff in certain parts used to build cars. It is a decision that probably supercharging the cost Of new and used cars, but it is also a gift for Tesla, the company led by Elon Musk, its largest financial defender in the presidential elections.

The new tariff regime arrives at an auspicious moment for Tesla. The company is dealing with the consequences of the promotion of Musk of the ideology of the extreme right and its participation with the unpopular Government efficiency department, which has caused protests worldwide. Tesla has recently depended on promotions and price cuts to boost sales, and yet Difficult beginning In 2025.

The new tariffs could change that calculation, at least in the United States, Tesla builds all its cars destined to the North American market in the United States in Fremont, California and Austin, Texas factories. That means that none of the cars that sells in the US. UU. It will be subject to the import tax of 25%vehicles.

Tesla imports around 20% to 30% of the components used to build those cars, so that will cause some headache. Musk <a target="_blank" href="https://x.com/elonmusk/status/1905076240479895932″ target=”_blank” rel=”noreferrer noopener nofollow”>accepted In x, that Tesla “is not unscathed” for these tariffs and said they will have a “significant” impact. But the company's long data effort to establish local supply chains near its factories is now rewarded.

Essentially, any other car manufacturer is in a worse position than Tesla, and tariffs will especially affect competition EVs. About 80% of the cars that Ford sells in the US. nationally built. But it makes the Mustang Mach-e fully electric and the popular maverick (and much more affordable) hybrid truck in Mexico.

General Motors, meanwhile, builds its blazer and equinox evs in Mexico. Hyundai has found an increasing success with its electric vehicles in the US market, but almost all are built in South Korea.

Like Tesla, manufacturers of urbanized electric cars such as Rivian and Lucid Motors will not have to worry about vehicle import rates because they make their EV in Illinois and Arizona, respectively. Like Tesla, they import pieces that will be subject to tariffs, but are in a worse position to absorb those costs, since both companies are still losing money cubes in each EVs that they sell.

This establishes a scenario in which other EVs can see increases in larger price than any Tesla could implement. This price separation could become even more a blessing for Tesla when it deployed its mysterious low -cost EV this year, something that the company has said that it will happen in the coming months.

Of course, Trump announced these tariffs after waffling weeks about whether he would implement them first. The president has affirmed that these will be “permanent. “But like many other things he proposes, that could always change.