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Latest tariff and trade updates affecting automotive industry

Explore how Trump's evolving tariffs reshape global automotive supply chains and industry dynamics.

Megan Kelly

UK-US trade deal on vehicles partially implemented

Tariffs on UK vehicle imports to the US reduced, but steel and aluminium levies remain a challenge.

Megan Kelly

GM commits $4bn to US, moves assembly from Mexico and Canada

GM will invest $4bn to expand vehicle production in Michigan, Kansas and Tennessee, shifting models from Mexico and Canada in a move that highlights localisation, EV growth and trade policy anticipation.

Ilkhan Ozsevim

Forecasts for 2025 shows resilience is tested by trade volatility, EV transitions and digital fragmentation

As automotive supply chains navigate rising trade barriers, accelerating electrification and fragmented digital tools, industry leaders explored how logistics must evolve – not just to survive disruption, but to lead through it – during a panel hosted by Automotive Logistics at Transport Logistic 2025.

Emily Uwemedimo

Red Sofa | Accuride’s Skotti Fietsam on increased collaboration between logistics and IT teams

Skotti Fietsam, senior vice president, supply chain and CIO at Accuride, sat down on the Red Sofa at ALSC Digital Strategies North America to share her insights into how teams in both fields can collaborate, as well as the importance of digital tools in compliance and supply chain mapping.

North America’s vehicle handling ports are investing in strength to manage volatility

[Updated June 18] US vehicle import tariffs and vessel fees are causing uncertainty across North American ports but upgrades to infrastructure through 2024 have given some of the top volume processors room for manoeuvre.

Marcus Williams

Automotive Inbound Logistics Survey 2025

The Automotive Inbound Logistics Survey 2025, in partnership with DP World, explores automotive inbound logistics, diving deep into the pertinent issues around tariffs, costs, digitalisation, and investment. Join the survey, win a prize, and gain access to vital insights on the challenges, constraints, and opportunities the sector faces.Take the survey

Court of Appeals allows tariffs to continue after US court rules Trump’s ‘reciprocal’ tariffs illegal

A US federal court has ruled that US president Donald Trump did not have the authority to impose ‘reciprocal’ tariffs on individual countries, blocking his planned tariffs. But just 24 hours later, the administration’s appeal of the decision has allowed the tariffs to continue until further notice.

Megan Kelly

Despite minor setbacks, the Chinese automotive industry may come out as a winner in the tariff war

As the US and China remain in a standoff in their tariff war with neither side willing to budge, observers say the world is witnessing the end of the era of globalisation in the automotive industry as we know it.

Vladislav Vorotnikov

Potential US tariff cuts reshape global vehicle trade talks with EU, UK, China and more

US president Donald Trump is reportedly set to lower tariff rates on countries that are negotiating in “good faith”, while imposing ‘Liberation Day’ tariffs on those who are not, according to US Secretary of the Treasury Scott Bessent.

Megan Kelly

US-UK auto trade deal lowers vehicle import tariffs to 10% but caps UK exports at 100,000 vehicles

US-UK trade deal reduces tariffs on vehicles and steel imports with immediate effect, offering some relief for carmakers – but further details remain unclear.

Megan Kelly

When disruption won’t quit, the 2025 Finished Vehicle Logistics conference shared how to stay balanced and agile

The Finished Vehicle Logistics North America 2025 conference revealed how leading OEMs are redesigning logistics to thrive amid trade shocks, EV disruption and capacity constraints. From agile planning to modular networks and EV-ready lanes, Automotive Logistics unpacks the sector’s shift from fragile to future-ready.

Emily Uwemedimo

US automotive part tariffs come into effect as Ford forecasts $1.5bn hit and suspends financial guidance

Automotive part import tariffs are now in force in US, with Ford warning of $1.5bn loss as industry faces widespread production disruptions.

Megan Kelly

US provides auto industry tariff relief offsets and new limits on stacking duties

US president Donald Trump has offered relief to carmakers in the form of tariff rebates while clearing up some uncertainty on tariff stacking.

Megan Kelly

Opinion: Tariff shockwaves, investment freezes and cost pressure reshape global automotive logistics in 2025

The automotive industry is reeling from the US’s hugely disruptive reset of the world economic order, and this will have profound ramifications for logistics providers around the world. Daniel Harrison, inhouse automotive analyst, Automotive Logistics, explains what Trump’s tariffs will mean for the automotive industry.

Daniel Harrison

Trump’s 25% vehicle import tariffs could cost US carmakers $108bn and cut output by 17.7m vehicles

As automotive supply chains across North America (and the world) come to terms with Trump’s current and upcoming tariffs and how to navigate them by restructuring their supply networks, the potential impact on vehicle sales and production volumes is beginning to sink in.

Megan Kelly

Red Sofa interview | Nissan’s Todd Myers on optimising FVL through data, digital tools and holistic planning

Todd Myers, director of finished vehicle logistics North America at Nissan, shares how the carmaker is continuously optimising logistics with data-led tools, system-wide planning and a focus on agility, skills and visibility.

US automotive import tariffs hit prices and aggravate consumer uncertainty, says National Automobile Dealers Association

The combined impact of vehicle and parts import tariffs could cut production and sales forecasts in the US this year, according to figures from the National Automobile Dealers Association, with consumer spending and manufacturing investment revised.

Marcus Williams

How Trump’s changing tariffs are disrupting automotive supply chains across China, Mexico, Canada and the EU

Following a week of negotiations and trade wars, Automotive Logistics looks at what has changed for the automotive supply chain globally, and what effects are already being seen in regional supply networks.

Megan Kelly

European Union imposes retaliatory tariffs on $20bn of US goods in response to Trump’s steel and aluminium duties

The European Commission’s proposal to introduce trade countermeasures against the US steel and aluminium tariffs has been approved by European Union member states, following a meeting with automotive industry representatives including BMW, VW Group and Stellantis.

Megan Kelly

“Staying the course”: USMCOC’s Zapanta unpacks tariffs, automotive trade and North American integration

With tariffs on parts approaching and political uncertainty mounting, Albert Zapanta of the United States-Mexico Chamber of Commerce (USMCOC) explores how the US and Mexico are navigating trade, supply chain pressures and long-term planning. For the automotive industry, staying steady may be the smartest move.

Emily Uwemedimo

VW Group one of a number of carmakers revising exports of vehicles from Mexico to US

Carmakers, including VW Group, are suspending the export of vehicles from Mexico into the US and revising production plans in the face of US tariffs brought in last week by the Trump administration. The German carmaker is also now holding all vehicles delivered after April 3 at US ports of entry.

Marcus Williams

JLR restarts vehicle shipments to the US following a pause due Trump tariffs on car and parts imports

JLR has said it will pause all shipments to the US, following the raft of tariffs announced by US president Donald Trump last week.

Megan Kelly

FVL North America 2025 opens with optimism, strategy and connection amid trade uncertainty

Christopher Ludwig shares insights from the welcome drinks reception of FVL North America 2025, as the vehicle logistics sector tackles tariffs, technology and transformation.

Trump’s “Liberation Day” automotive import tariffs disrupt global production, logistics and investment strategies

US president Donald Trump has announced sweeping tariffs on automotive imports on Wednesday, imposing 25% tariffs on vehicle imports immediately, and 25% tariffs on parts imports from next month.

Megan Kelly

March 26 set the wheels in motion, here’s what’s coming before tariff D-Day on April 2

New US tariffs are set to begin April 2, starting with a 25% duty on imported vehicles. Analysts warn the staggered rollout could cripple production, spike prices and send supply chains into long-term disarray – especially for OEMs navigating EV shifts and global competition.

Emily Uwemedimo

Daniel Harrison

The race before the border closes, as auto logistics braces for a 25% tariff reckoning

[Updated 1 April] Automakers and logistics providers are scrambling to move vehicles before the US imposes a 25% tariff on automotive imports. With USMCA exemptions narrowing and global supply chains under pressure, manufacturers face a costly and complex reckoning.

Emily Uwemedimo

Hyundai Motor commits $21 billion to US vehicle manufacturing, supply chain and logistics

Hyundai has announced an investment in US vehicle production, supply chain and logistics of $21 billion and in the same week has officially opened its metaplant in Georgia at which it now plans to make 500,000 electric vehicles a year.

Marcus Williams

Audi and BMW call for tariff-free trade in North America as Trump tariffs take their toll

German carmakers are holding their breath for the next Trump tariff announcement to see if USMCA local content rules will necessitate higher prices and production adjustments in North America.

Marcus Williams

European Automotive Logistics Market Report 2025-2035

Download this comprehensive report with succinct industry analysis, market forecasts, company market share evaluations, and strategic recommendations

Daniel Harrison

Automotive Logistics magazine – Spring 2025

This Spring Issue offers an in-depth analysis of the trends and innovations shaping the industry, with a focus on supply chain strategies and resilience, emissions control, packaging, European port review, digitalisation, EV localisation, European market overview, and more.Purchase print edition

US to impose global tariffs of 25% on steel and aluminium imports; European Commission announces retaliatory levies

[Updated March 13] The decision by Trump to impose tariffs on European imports of the metals, affecting more than €8 billion-worth of EU exports, adds to tariffs on other exports worth €18 billion.

Marcus Williams

Exemptions will apply to carmakers in line with USMCA, following talks with GM, Ford, Stellantis

The US has officially imposed 25% tariffs on imports from Canada and Mexico, giving carmakers a one-month exemption if they comply with USMCA, while imposing additional 20% tariffs on China. With OEMs and suppliers already navigating tight margins, these measures are set to significantly increase costs, disrupt supply chains, and force strategic shifts in North American manufacturing and logistics.

Megan Kelly

How Trump’s presidency is reshaping automotive logistics: A timeline of tariffs, trade disputes, and EV policy shifts

The US tariff timeline of trade tensions and tariff changes

The US election outcome triggers uncertainty for automotive logistics, with tariffs, trade wars, and supply chain risks ahead.

Megan Kelly

Donald Trump is imposing 25% tariffs on steel and aluminium from Canada and Mexico, and could include auto parts

Donald Trump is holding the threat of 25% tariffs over auto parts and metals imports from Canada and Mexico, which could disrupt the North American automotive supply chain. The US president added that he will add new wider tariffs on finished vehicles, to be announced on April 2.

Marcus Williams

Trump’s reciprocal trade tariffs set to reshape global automotive supply chains and disrupt industry investment

The US aims to impose reciprocal tariffs around the world, triggering potential trade wars that could impact automotive logistics networks and dampen investment.

Megan Kelly

Automotive Logistics livestream on trends to watch in 2025: How trade shifts, tariffs and tech are reshaping networks

The first in this year’s series of Automotive Logistics livestreams focused on key trends to watch out for in 2025, including changing trade compliance, regulations and tariffs.

Megan Kelly

Ford’s president, CEO and director James Farley warns of serious financial impact on auto sector if Trump tariffs persist

[Updated February 11] Ford’s president, CEO and director James Farley used its Q4 earnings call last week to warn that any extended use of tariffs on automotive products from Canada and Mexico would have a huge adverse impact on the entire value system of the US automotive industry. He drove home the warnings at this week’s Wolfe Research Auto, Auto Tech and Semiconductor Conference in New York.

Marcus Williams

China retaliates against Trump’s auto tariffs with 10% duty on US vehicles and WTO complaint

China has responded to US president Donald Trump’s tariffs of 10% on all goods imported from China, in addition to the existing 100% tariffs on Chinese EV and battery imports, with tariffs of its own.

Megan Kelly

Trump’s tariff pose on imports from Canada and Mexico tests resiliency of supply chain planners

Even with a month’s grace period, the threat of US tariffs on imports from Canada and Mexico made by Donald Trump over the weekend is creating supply chain uncertainty across the North American automotive industry. Carmakers are calling for attention to USMCA rules and warning of the impact on jobs, investment and consumers.

Marcus Williams

Global automotive industry shifts intensify challenges for logistics providers

The automotive supply chain is facing many hurdles this year, as set out in our key automotive logistics trends for 2025. Here, we look deeper at the fragmented nature of the industry, structural changes in flows and demand, and the effects of job losses in the second part of our series.

Daniel Harrison

Trade disputes accelerate nearshoring trend with implications for logistics providers

The automotive supply chain is facing many hurdles this year, as set out in our key automotive logistics trends for 2025. Here, we look at the accelerating trend of nearshoring in the first part of our series.

Daniel Harrison

Automotive logistics and supply chains in 2025: Challenges, cost pressures & nearshoring

As the automotive industry enters 2025, three primary trends are reshaping the landscape for logistics providers. These trends highlight the challenges and opportunities resulting from industry restructuring, cost pressures, and evolving trade dynamics. Before we dive into each, here’s an executive summary.

Daniel Harrison

What day one under the Trump administration signals for the North American automotive supply chain

Donald Trump, who was sworn in as president of the US yesterday, said that his administration is planning to impose 25% tariffs on imports from Mexico and Canada from 1 February, threatening the North American automotive supply chain.

Megan Kelly