25% Tariffs Begin April 2nd

Lvckv99

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Nissan will never died. The Japanese gov’ will not let that happen. If anything, it would merge with other large corporation.
 

ForSale24

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At the end of the day, it is working as Trump planned since the beginning. Big corporations will start moving and start production in U.S. So all those US based companies who moved to Mexico and China for cheap labor, will now be moving back to US. It is a win in my book.
I think this is a "L" for now... if the goal is to force "U.S. companies" back? Why is Japan so effected. the only American company this helps is Elon's right now.... Chevy has cars piled up on both sides of the Canadian/US boarder (taking massive L's right now). in the future when we can only buy Fords and Dodges, HYUNDAI will be our gold standard for quality, since they broke ground on a new plant YEARS AGO here in the U.S.... In the mist of all the red tape, Twitter/Tesla will stay strong, This is an L for us no matter how its being spun
 

ForSale24

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Not a NASCAR fan, but remember rumblings when Toyota brought the Camry in. Early on it was Monte Carlo vs Charger vs Fusion vs Camry. And the only one produced in the US was the Camry. Those 3 "American" cars were manufactured in Canada and Mexico. Although I've only driven Z's since 2003, I don't dislike American cars in general, but this did make me chuckle.
as of 2023 the car company that has the most production in the US (most American car company) is Honda. Even Tesla imports parts, sends parts out of the country to be returned for the finished (crap) product
 

ZillaZ

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I think this is a "L" for now... if the goal is to force "U.S. companies" back? Why is Japan so effected. the only American company this helps is Elon's right now.... Chevy has cars piled up on both sides of the Canadian/US boarder (taking massive L's right now). in the future when we can only buy Fords and Dodges, HYUNDAI will be our gold standard for quality, since they broke ground on a new plant YEARS AGO here in the U.S.... In the mist of all the red tape, Twitter/Tesla will stay strong, This is an L for us no matter how its being spun
Huh.... This "only" helps Elon / Tesla / Twitter? ...What?

Lots of car companies make their cars in the US - that are sold in the US:
https://en.wikipedia.org/wiki/List_of_automobiles_manufactured_in_the_United_States

Really the only affected car models will be the ones not on this list. Tesla is a very small percentage of that.

I think you are reading way too much into this or think Elon has way more to do with this than he does. Trump was saying this tariff stuff long before Elon was one of the cool kids and joined his campaign / team.

I have lots of thoughts and opinions like I am sure a lot of people here do about whoever is president of the USA and the policies they implement. I really try not to get into discussing politics on the internet, let alone a forum that is geared for talking about cars but this does not only benefit Elon / Tesla / Twitter. That's silly.
 

71zman

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Things will shake out when things shake out. Maybe Nissan will build plants in the US and have American workers building those Z cars and others to avoid the tariffs. Honda and other companies are doing the same. In fact Honda is building a new plant right here in Indiana as we speak. I don't mind talking politics BC these things will affect all of us now and in the future so here I go. It is well known that many of these companies including Nissan sell cars to us but don't want our cars sold in Japan and accomplish this with tariffs to protect their own. Like the Current President and others have said now and in the Past this balance is lopsided and manipulated to the detriment of US workers/buyers/sellers etc. Unfortunately, US lawmakers of the past are the "dumb ones" that have allowed this to happen and who can blame these other countries for taking advantage of these lopsided trade laws.
 

71zman

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Trump could run for a 3rd term, win, serve the four additional years and still be out of office before someone could spin up a brand new auto manufacturing plant in US. Nissan's lead time on a new model vehicle is ~4 years to build it at a plant that already exists. The idea that you can just flip the 25% tariff switch and immediately start producing vehicles in the US is naive. If we really want to bring manufacturing back to the US, an actual long term plan is necessary, with a clearly defined ramp up to penalties and tariffs. Anything else is short sighted political grandstanding.

The real joke is that it's all a moot point anyways. In 10 years 90% of automotive manufacturing jobs in the US will be performed by physical AI using robots from... you guessed it, China.
I work within the scope of the medical device industry and deal with a lot of very bright CEO's. Tariffs in the device industry have already started. In business deals, you find bargaining points in order to negotiate. This isn't about moving jobs back to the US or even about long term tariffs. These are just tools being used to negotiate a more even playing field on trade deficits, or something else. I haven't spoken with anyone that thinks tariffs are the long term goal or the end game.

This feels different because it's being played like a business negotiation, not like the normal political spin we always get from politicians trying to win their next election. We'll eventually likely know what the government is trying to get but a business person doesn't give away their plan during negotiations. Hang in there!
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I doubt there will be a 3rd Trump term...But expect/hope that the next 12 years to be Republican maybe Vance and he can continue the saga of righting the US economic ship! but who knows:).
 

AJZNISMO

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Lord Help Us if this goes through. Mustangs and Challengers are going to multiply like rabbits.
The Dodge Challenger, along with the Dodge Charger, is assembled at the Stellantis Brampton Assembly Plant in Brampton, Ontario, Canada.
 

raceheart

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So last I heard today it will be reciprocate tariffs, not the 25% across the board. I know Japan has low (if any) import tariffs for US cars. Meaning we should not see tariffs for Japanese cars (Nissan).

This banana head changes his mind every 24 hours. Am I getting this wrong? If so, someone please clarify.
 

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if someone who speaks legaleze can decipher. These clips mention Mexico, Canada and Korea:

6. I am also advised that agreements entered into before the issuance of Proclamation 9888, such as the revisions to the United States-Korea Free Trade Agreement and the United States-Mexico-Canada Agreement (USMCA), have not yielded sufficient positive outcomes. The threat to national security posed by imports of automobiles and certain automobile parts remains and has increased. Investments resulting from other efforts, such as legislation, have also not yielded sufficient positive outcomes to eliminate the threat to national security from such imports.

(4) The ad valorem tariff of 25 percent described in clause (1) of this proclamation shall not apply to automobile parts that qualify for preferential treatment under the USMCA until such time that the Secretary, in consultation with CBP, establishes a process to apply the tariff exclusively to the value of the non-U.S. content of such automobile parts and publishes notice in the Federal Register.


Full proclamation from 3/26
https://www.whitehouse.gov/presiden...s-and-autombile-parts-into-the-united-states/
 

ForSale24

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Huh.... This "only" helps Elon / Tesla / Twitter? ...What?

Lots of car companies make their cars in the US - that are sold in the US:
https://en.wikipedia.org/wiki/List_of_automobiles_manufactured_in_the_United_States

Really the only affected car models will be the ones not on this list. Tesla is a very small percentage of that.

I think you are reading way too much into this or think Elon has way more to do with this than he does. Trump was saying this tariff stuff long before Elon was one of the cool kids and joined his campaign / team.

I have lots of thoughts and opinions like I am sure a lot of people here do about whoever is president of the USA and the policies they implement. I really try not to get into discussing politics on the internet, let alone a forum that is geared for talking about cars but this does not only benefit Elon / Tesla / Twitter. That's silly.
politics came at cars, not the other way around. While i could point to Elon's lates moves or trump's "backfiring" plans for a fleet of armored Tesla trucks (google how they played around with commas hoping nobody would notice). NO its just "daily Tom Foolery" in the news. UNTIL it isn't..... Hope that optimism ages well. 2026 R.I.P. CARS lol
 

RobotAZ

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I stay out of politics and have been registered independent as a voter for 34 years. I vote for the lessor of the evils in most cases. I know there are lots of opinions on this, but here’s mine trying to stay completely in the logic lane.

The US is $37 trillion in debt that is quantifiable. The luxury of the power the US has had due to the dollar and free trade has come at a severe cost due to the Federal government doing nothing but making it worse.

A long time ago I got an MSEE degree and an area of focus was analog and digital control systems. Some of you may know a bit about controls and how a system is modeled with a step function that is a mathematically infinite spike at T=0. As time goes on, you have basically four instances as to how the signal responds in your control system. It’s too damped and never responds as designed, under damped and spirals out of control, under damped and never approaches it’s target, or damped perfectly and as quickly as possible neither over shoots or undershoots for long and stabilizes where it’s supposed to be.

Here is what is happening. This dramatic controls response never should have been required but here we are. So how do you get a controlled response that’s neither too slow and the debt keeps pushing us further and further out or so fast that the system spirals out of control? You respond with a control mechanism that overshoots enough that you know you’ve reached and exceeded your target, and you do whatever you can to keep the oscillations back and forth on a trajectory that evens out where you want it as quickly as possible. When you program a machine to do anything, including simulate human movement and thinking, this control theory is basically the core of everything, and it extends as a modeling tool across practically anything that you want to model.

My opinion is that the reactions from Americans and the world tell us that we have overshot the target enough to get control of the debt. The question is whether or not smart enough people are watching this modeled as a control system and affecting opinion and policy well enough to control the back and forth oscillations such that we end on the target as quickly as possible. The target is a balanced budget and some measurable progress towards manageable debt, if not getting debt free so we can spend a trillion on our country instead of interest on debt.

But there is no other option. You either overshoot and correct, or you never reach your target because you’re too damped. Try to step away from the politics and hang on. I sincerely believe the world is going to be more stable over time if responses continue in the direction they’re taking us. I just wish everyone could realize something has to be done for basically everyone on earth or we are just cruising towards a worse and worse outcome. Financial belt tightening hurts. It’s never fun unless the debt on your head was so oppressive that any relief feels better. I’m in that latter group and have already talked to my wife about the sacrifices we will have to make over time if our country really does fix its finances. I plan to sacrifice for the rest of my life to see it through.

To me it’s whether people want more for them, or more for future generations. On average, it can’t be both for everyone.

There have been many instances in world history prior to this that we can look at. Recorded history with no mention of finances even provides examples of this control system in action. Read history and books full of facts for answers. You listen to the media and you’ll lose your marbles, by design.

All that said, there was already a polarity forming in world economic and supply channels.The pandemic accelerated it. My personal opinion is that the momentum was in a direction that doesn’t necessarily make conditions worse in the US, but it simply was not altering quickly enough and that the control response, the process of getting control of debt and not going down the drain, was an overdamped process and required some signal to get the system to overshoot and start a path towards stabilizing at a target.
Here is a visual that doesn’t include critically underdamped, which is important to note because we already have hit that initial peak, which means we’re underdamped or unfortunately headed towards critically underdamped. That looks like the blue line that starts oscillating further and further apart out of control. It’s still a possible scenario with this tariff war.

But looking at this, you’ll notice while underdamped is not considered ideal (you wouldn’t want an F-22 rudder going further than it’s supposed to before it settles where it’s supposed to be) the slope from T=0 is the steepest. Getting that high so quickly is how we get out in front of debt and go the other direction. I don’t believe based on what I’ve witnessed that any human will ever have the brains and the political capital to pull off “perfectly damped” and I’m also not sure even if that person came along that the perfect implementation would be any less startling or more appealing for the masses. But I think we are in that high spot on the blue line right now. I hope so anyway.

The step input is equivalent to Trump dropping a bomb on the whole mess that is our economy and debt, and the curves are the possible responses of the overall component of fair tariffs, balanced budget, maintained US presence, and decreasing debt.

If anyone cares, the step input is any analog or digital signal and the curves are the response. The reason an F-22 doesn’t implode if you slam the stick and request more than the airframe and the pilot can handle is because the mechanical engineers put together “transfer functions” that are a way of mathematically modeling something and the electricals take the transfer functions and dial in the computers and electronics so that the response is as quick as possible with no overshoot. If you remember the old video of the YF-23 prototype whipping up and down right above the runway, that was a catastrophic failure by engineers designing the control system and the response was critically underdamped. That or underdamped and the pilot was countering every oscillation.

Anyway, my intent is to help make the conversation a logical and pragmatic one instead of another hype and hysterics drama with no facts at all.

IMG_1958.jpg
 
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