Bloomberg Businessweek
Perplexed Automakers Take on Tariffs, Supply Chain Struggles
May 2, 2025
Joining the conversation are Sarah Barnes-Humphrey, a supply chain guru and founder of 'Let's Talk Supply Chain,' who dives into the impact of tariffs and pandemic-driven challenges on global shipping strategies. Also, Alexis Browne Roberts, COO of Alexis Investment Partners, shares insights on market trends, highlighting the investment landscape's resilience. They discuss how automakers adapt to economic upheavals and examine innovative shifts in supply chain management and investment strategies to navigate uncertainty.
37:25
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Quick takeaways
- Global automakers like Mercedes are adapting to tariffs by relocating production to the U.S. to avoid import taxes.
- The declining shipping volumes at major ports signal potential supply chain issues that could lead to increased costs and empty shelves.
Deep dives
Adapting to Tariffs in the Auto Industry
Global automakers are making strategic decisions in response to new tariffs, particularly the 25 percent tariff on autos and parts imported into the U.S. For instance, Mercedes has chosen to move some production to the U.S., which allows them to avoid import taxes while maintaining their market presence. Similarly, Ferrari announced a price increase of 10 percent across its vehicle lineup, a move expected to have little impact on its affluent customer base. Meanwhile, other companies like Aston Martin are pausing their U.S. imports to reassess the situation, illustrating the varied approaches the industry is taking amid ongoing uncertainty.
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