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Tariffs and the Automotive Sector
This chapter examines the potential impact of proposed tariffs on U.S. automakers, focusing on how increased labor costs could affect companies like Ford, GM, Stellantis, and Tesla. It discusses the shifting dynamics of supply chains in response to political changes and tariff pressures, as well as the challenges executives face in managing profitability. The chapter also includes insights from a partner at Ernst & Young and highlights recent developments at Lifeway, emphasizing the complexity of navigating a fluctuating economic landscape.