5 MINUTI FA: Toyota e Honda lasciano gli Stati Uniti a causa dei dazi di Trump. Niente più auto g…

5 MINUTI FA: Toyota e Honda lasciano gli Stati Uniti a causa dei dazi di Trump. Niente più auto g…

They just signed the largest trade deal in history. I think maybe the largest deal in history with Japan. New this morning, President Trump touts a trade deal with a major trading partner. Now, we’re starting to get a string of deals. The biggest one being this US Japan deal. Let’s go through some of the things that are in this. We are following some breaking news as it relates to the Trump presidency. Want to transition your screen to give you a live look at the White House as we’re learning a massive $550 billion trade deal has been reached with Japan. The brewing conflict between Washington and Tokyo is no ordinary trade dispute. It’s a highstakes gear grinding showdown that could reshape the automotive industry and send shock waves through economies on both sides of the Pacific. This isn’t just about tariffs. It’s about jobs, innovation, consumer wallets, and the future of mobility. Welcome to your ultimate pit stop, where we dive head first into the trade turbulence rocking Japanese automakers in the US, driven by President Trump’s push for a 25% tariff under section 232 and Japan’s scramble to keep the situation from overheating. The stakes are skyhigh. From Ohio’s seat factories to Alabama’s engine plants, here’s what’s going on under the hood. Since late 2024, trade tensions have been simmering, fueled by the US’s Liberation Day initiative, which includes a 10% baseline tariff with proposed hikes targeting Japanese auto imports at the center. A looming 25% duty on these imports, has Tokyo’s top negotiators, including Envoy Rio Akasaka, racing to Washington ahead of the critical July 9th, 2025 deadline. Talks, however, have hit a wall, mainly because Japan refuses to open its rice market, a sticking point that’s escalating the rhetoric. President Trump has called Japanese car imports unfair, hinting at even steeper penalties if negotiations fail. This isn’t just political posturing. Japanese automakers like Toyota, Honda, Nissan, Subaru, and the Mazda Toyota joint venture are deeply embedded in the US economy, producing millions of vehicles and generating 170 billion in annual sales. Their supply chains are woven into the fabric of American industry, from Alabama’s steel mills to Ohio’s software hubs. A Bank of Japan survey reveals falling profit expectations among these automakers even as general business sentiment ticks up slightly. Dealers, workers, and investors are bracing for impact as this trade gamble threatens entire regions and industries. But the fallout isn’t limited to balance sheets. Let’s shift gears to what this means for car prices, production, and your next ride. Japanese automakers command a massive 44% of the US light vehicle market, backed by robust local production and import sales. In 2023, Toyota, Honda, Nissan, Subaru, and the Mazda Toyota joint venture built nearly 3.4 million vehicles in US plants with total US sales, including imports, reaching 6.32 million units. This generated 169.7 billion in revenue, and contributed an estimated $ 31.3 billion in corporate payroll and sales taxes. But this stability is now under threat. We talked to many of the countries and we’re just going to tell them what they have to pay to do business in the United States. I’d like to just send letters out to everybody, congratulations, you’re paying 25%. The first country to fall in that category, Japan. The president announcing on social media Monday afternoon, we’ll just be sending them a letter. A proposed 25% tariff on imports coupled with a matching levy on parts effective May 3rd, 2025 could increase vehicle prices by an average of $4,400. With already razor thin profit margins, 7.1% for Toyota, 5.6% for Honda, and 4.3% for Nissan. Automakers face intense pressure. Toyota has already raised prices by $270 in response, and the parts tariff will hit critical components like engines, transmissions, and electronics, driving up production costs across the board. If automakers pass these costs to consumers, demand could plummet. If they absorb them, profits shrink, potentially freezing investments or triggering offshoring to lowerc cost regions. This creates a tough balancing act, maintaining consumer affordability while ensuring manufacturing viability in North America. The ripple effects could reshape the industry, but the real cost hits closer to home. Let’s look at what this means for American workers. Japanese automakers are a cornerstone of the US economy, supporting over 500,000 jobs, including 96,000 direct manufacturing roles, 227,600 supplier-based positions, 113,000 induced jobs, and 17,000 corporate staff. Together, these jobs generate an estimated $93 billion in annual payroll with significant impact in manufacturing heavy states like Alabama, Kentucky, and Mississippi, where these companies account for 11 to 22% of total factory employment. Analysts warned that tariff-driven downsizing could spike regional unemployment by up to 2.6 percentage points. The US Congressional Budget Office estimates that reduced output from Japanese automakers could slash federal revenues by 18 to 21 billion in 2026 and 26 to 28 billion in 2027, totaling up to $62 billion in lost revenue over 3 years. Markets are already reacting. Japanese auto stocks have plummeted 21.7% year-onear as of May 2025, prompting investors to shift toward safer sectors like tech and healthcare. Beyond the numbers, the human cost is stark. Factory closures threaten entire local economies, from schools and housing to small businesses that rely on the stability these jobs provide. If tariffs go through, it’s not just an industry shakeup. It’s a regional crisis waiting to unfold. But the fallout doesn’t stop at jobs. It threatens the very backbone of America’s auto industry, its supplier networks. The US auto industry relies on a massive $ 1.3 trillion dollar supply and service network spanning steel, seats, software, and logistics. Japanese automakers source heavily from US suppliers. Toyota’s Kentucky lines use 72% US-made parts. Honda’s Mary’sville plant 68% and Nissan’s Smrna plant 58%. However, new tariffs on key components like engines and batteries could double the cost of complex assemblies, hitting not just automakers, but nearly 197,000 US employees at Kaizen and Lean Certified suppliers trained under Japan’s Toyota production system. Sudden disruptions could trigger what experts call reverse industrialization syndrome, a sharp drop in production capacity as suppliers struggle to pivot to new automakers quickly. This threatens decades of production culture, including partnerships with technical schools, innovation labs, and regional R&D. Even the 0.22% gain in US productivity from supplier clustering is at risk. While 70% of tier 2 and tier 3 suppliers are exploring geographic diversification, retooling requires time, money, and stable demand, none of which are guaranteed. The ripple effect could stall America’s auto innovation engine, leaving the industry more expensive, slower, and less competitive globally. Now, let’s talk about you, the buyer. Japanese brands dominate America’s hybrid and compact SUV markets, producing three out of five hybrids and two out of every three subcompact SUVs. A 25% tariff could increase hybrid prices by $4,400, hitting consumers wallets and sending shock waves through the transition to greener vehicles. Buyers might abandon fuelefficient options for used cars or cheaper trucks, slowing the shift to sustainable mobility. While Ford and GM are racing toward all electric futures, new EV production lines take at least 22 months to establish. Meanwhile, rising car prices could feed inflation expectations with consumer confidence potentially dipping by 6 to 8 points, complicating the Federal Reserve’s efforts to engineer a soft economic landing. Economists at JP Morgan and Brookings warned that while tariffs might encourage reshoring under the USMCA framework, they come with significant downsides. Higher prices, fractured supply chains, and a bumpier path to electrification. As the July 9th, 2025 deadline looms, the US Japan Auto Alliance stands at a historic crossroads. A 25% tariff might trim the trade deficit, but at what cost? We’re talking about jeopardizing $500,000 US jobs, eroding $30 billion in tax revenue, and dismantling a $1.3 trillion supply web. More critically, it risks dulling America’s edge in automotive innovation, particularly in hybrids and electric vehicles, just as global momentum for sustainable mobility builds. Sticker shock, delayed tech rollouts, and supply crunches could ripple far beyond showrooms, affecting everything from Wall Street to Main Street. The big question isn’t whether tariffs will make headlines, it’s whether they’ll set the industry back a decade. Will Japanese automakers pull out of the US? Can American supply chains step up in time? Or are we risking a long-term decline? And for you, the buyer? Would you pay $4,400 more for a hybrid? Or is it time to rethink your next ride? This trade showdown is more than a policy debate. It’s a defining moment for the auto industry, American workers, and the drive toward a sustainable future. The road ahead is uncertain, but one thing’s clear. The decisions made in the coming weeks will shape the industry for years to come. What do you think? Can the US and Japan find a way to keep the engine running, or are we headed for a costly stall?

The U.S.-Japan trade showdown is heating up, with President Trump’s proposed 25% tariff on Japanese auto imports under Section 232 threatening to disrupt a critical economic alliance. Japanese automakers like Toyota, Honda, and Nissan, which command 44% of the U.S. light vehicle market, face severe challenges as talks stall over Japan’s refusal to open its rice market. With a July 9, 2025, deadline looming, the tariff could raise vehicle prices by $4,400 on average, hitting consumers hard and risking demand for hybrids and compact SUVs, where Japanese brands dominate. The stakes are high: these companies support over 500,000 U.S. jobs, generate $170 billion in sales, and rely on a $1.3 trillion supply chain. Tariffs could spike regional unemployment by 2.6%, slash federal revenues by up to $62 billion over three years, and disrupt supplier networks, potentially stalling innovation in hybrids and EVs. As Japanese auto stocks plummet 21.7%, entire communities—from Alabama’s engine plants to Ohio’s software hubs—face economic upheaval. This isn’t just about trade deficits; it’s about balancing consumer affordability, manufacturing viability, and the push for sustainable mobility. Will Japanese automakers pull out of the U.S.? Can American supply chains adapt? Or are we risking a decade-long industry setback? The decisions made now will shape the auto industry’s future, impacting Wall Street, Main Street, and the drive toward greener vehicles.

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