Trump’s tariff war puts Japan’s auto industry on uncertain ground

MOVING ON TO THE ECONOMY, THE WORLD TRADE ORGANIZATION SAID TODAY THE U.S. TARIFF RATE NOW AVERAGES MORE THAN 20%, THE HIGHEST RATE IN MORE THAN A CENTURY. THIS COMES AFTER PRESIDENT TRUMP ORDERED A SERIES OF NEW TARIFFS HOPING TO BRING MANUFACTURING BACK TO THE U.S. CBS’S ANNA COREN JUST VISITED JAPAN’S EQUIVALENT OF DETROIT TO SEE HOW THESE TARIFFS WILL IMPACT JAPAN AND AMERICANS BUYING CARS. >> Reporter: AS THE COUNTRY’S LARGEST EXPORT, JAPAN’S AUTO INDUSTRY IS A SOURCE OF NATIONAL PRIDE. BUT IN RECENT MONTHS, IT’S BEEN ROCKED BY PRESIDENT TRUMP’S TARIFFS, AND THE VOLATILITY HAS BEEN FELT ACUTELY AT MAZDA, ONE OF THE NATION’S OLDEST CAR COMPANIES. >> SHORT-TERM, WE HAVE TO BRACE FOR THE IMPACT. WE WILL WORK HARD TO FIND A WAY TO GO OVERCOME THESE INCREMENTAL COSTS. >> Reporter: THOSE INCREMENTAL COSTS AT THE MOMENT ARE HUGE. ACCORDING TO MAZDA CEO MASAHIRO MORO, THE TARIFFS ARE EXPECTED TO COST MAZDA ALMOST A BILLION DOLLARS THIS FINANCIAL YEAR, WITH THE COMPANY ABSORBING COSTS, AT LEAST FOR NOW. BUT FORTUNATELY, THEY THOUGHT AHEAD. DURING THE FIRST TRUMP ADMINISTRATION, MAZDA DID A JOINT VENTURE WITH TOYOTA, OPENING A FACTORY IN HUNTSVILLE, ALABAMA, AT THE COST OF $2 BILLION. BUT THAT INVESTMENT IN ALABAMA HAS CLEARLY PAID OFF FOR MAZDA. >> PAYING OFF. NOT PAID OFF. [LAUGHS] >> Reporter: THERE’S A DIFFERENCE. >> YEAH. >> Reporter: HOWEVER, IT’S STILL A SMALL FOOTPRINT COMPARED TO THE LARGER JAPANESE CARMAKERS WITH MULTIPLE FACTORIES IN THE U.S. IN THIS CLIMATE OF UNCERTAINTY, MAZDA IS FOCUSING ON WHAT IT CAN CONTROL RIGHT NOW. ROUGHLY HALF THE VEHICLES PRODUCED HERE ARE SOLD TO THE UNITED STATES. THE PLAN NOW IS TO RAMP UP PRODUCTION IN THE ALABAMA PLANT TO LIMIT TARIFF EXPOSURE. BUT THE WORLD CAR FOR MAZDA IS MEXICO, WHERE IT HAS A FACTORY PRODUCING CARS FOR THE U.S. MARKET. UNTIL THAT TARIFF DEAL IS DONE, MAZDA’S CEO CAN ONLY WATCH AND WAIT FOR PRESIDENT TRUMP’S NEXT MOVE. >> Jim: THAT’S ANNA CO

As the country’s largest export, Japan’s auto industry is a source of national pride. But in recent months, it has been rocked by President Trump’s tariffs. The volatility has been felt acutely at Mazda, one of the nation’s oldest car companies. Anna Coren reports.

“CBS Evening News” delivers the day’s most important stories, delivering context and depth to bring greater understanding to your world. Check local listings for “CBS Evening News” broadcast times.

Subscribe to the “CBS Evening News” YouTube channel: https://youtube.com/CBSEveningNews
Watch full episodes of “CBS Evening News”: https://cbsnews.com/evening-news/full-episodes/
Follow “CBS Evening News” on Instagram: https://instagram.com/cbseveningnews/
Like “CBS Evening News” on Facebook: https://facebook.com/CBSEveningNews
Follow “CBS Evening News” on X: https://x.com/CBSEveningNews
Download the CBS News app: https://cbsnews.com/mobile/
Try Paramount+ free: https://paramountplus.com/?ftag=PPM-05-10aeh8h

For video licensing inquiries, contact: licensing@veritone.com

50 Comments

  1. This is why countries will find new outlets, forge new teade bonds … Leaving the US only the EU to bully.

    Both the US and EU are in sharp decline … The EU can save itself but must also decouple from the US both in trade and geopolitical bterms.

    The US is over as the leader of the unipolar world which has existed since 1945.. That's the fact of the matter. The world is now Multipolar, lead by BRICS and China.

  2. The Alabama plant merely assembles the cars in the USA. All the inputs are "manufactured" in Asia. USA consumers will still be taxed/tariffed.

  3. I stopped believing media.

    Honda is shifting Civic production from Mexico to Indiana to sidestep tariffs on Mexican-made cars. Production is now slated to begin in Indiana in 2028. 

    Nissan is redirecting resources—cutting 20,000 jobs globally and reducing operations to 10 plants by 2027. It intends to increase U.S.-based production to reduce tariff exposure. 
    • Industry-wide trend: Several foreign automakers—including Subaru, Nissan, and Mercedes-Benz—are expanding or relocating production to the U.S. to avoid tariffs and take advantage of incentives. 

    Broader movement underway: In reaction to mounting tariff costs, automakers like Toyota and GM are planning significant localization efforts, including moving models from Mexico to U.S. production lines.

    Simple search

  4. No matter what car brand it is it’s about bringing jobs back to the United States. It’s that simple. I personally believe Americans can build and design things just as good as any other country including Japan. It’s just being allowed to where the engineer can build the car and not the accountant. I personally prefer buying American car brands over Japanese, but to each their own. In my opinion, American cars are just as good as long as you take care of them and granted there are some pretty horrid designs out there.

  5. I'm going to buy Japanese cars, especially Toyotas and Lexuses for the rest of my life. Their reliability is just incomparable to any other brands.

    American car manufacturers have never been able to be gas efficient and reliable. They were extremely slow to get on the hybrid and EV market. Slow in making technology innovations. Slow in fixing years long problems with their cars.

    Note: Teslas are an exception.

  6. Made in zacapoaxtla land , now wonder why Mazda sucks 😒 same as Honda 😢once they close their plants in Canada and moved to Guanajuato the quality took a 💩 😒😐

  7. Japan auto have been hit by the Chinese EV in world demand and Trump tariff in America market. It certainly hit the sunset sooner than expected!

  8. American auto manufacturers can’t compete because of poor reliability and high depreciation, daddy trump making it impossible to buy anything decent now…. Thanks trump, you’re the best!

  9. Let me ask one question. 45k American car vs. 50 k Japanese car. Which one will u buy? I will choose Japanese car. Easy to payoff that 5k difference from maintenance

  10. You’re just wrong.
    Why?
    Because Japan was smart enough to move it’s manufacturing plants of most popular models to the US years ago, at the same time that US automakers were moving them to Canada and Mexico for cheaper labor. So now most Japanese cars are immune from tarry.

  11. Japan's auto industry has a dire outlook: the rise of EV industry worldwide, and the sudden jump in tariff on their ICE automobile exports to the USA market… 🙄🙄🙄

  12. Japan has been charging 20-30% tariffs on imported American products for decades while the usa charged no import tariffs on Japanese goods. Trump simply made our tariffs match theirs