Trump announces 25% tariff on all imported vehicles!

[NQ94]

Graham Cahill just bought a 79 series ute for the new series of offgrid. . He could have bought a far superior QM , but chose the well worn road....boring!

He says at the start the aftermarket spares support for the LC was a major positive contributing to the decision. His negative were only minor inconveniences. Ineos has minimal support outside of the capital cities.
I wonder who is sponsoring Graham to move away from his heavily modified Patrol or Isuzu. There has to be some deal in the back ground, 4wd 24/7 doesn't do anything now unless there is some sort of marketing or sponsorship revenue.

 

[Tazzieman]

To be fair - that is a huge liability in the truck buyer community. Not the overlanding community, per se, but the US truck purchaser really values “made in the USA,” and they are not Francophiles. That’s just the reality. I can’t really think of another category where Americans have that much emotional attachment - it took the place of the horse in the American west. It means everything.

I think you can kiss the dream of an American built Grenadier goodbye.
Mexican , maybe. China , yes.

 

[LabRat]

I don’t think the QM was ever going to sell much in the US, tariff or not. First of all, there’s the chicken tax. But there are plenty of guys who pay $85-100k for their trucks - but these are more like Dodge Ram or Ford or GMC 2500 HD’s - on Carli lifts. It’s not even really the same thing as a QM - the only thing like that would be the Jeep Rubicon Gladiator. It’s just very niche. It won’t be used as a work truck (US buyers want WAAAAY more payload, towing capacity and a larger bed), it won’t really draw the Ram Power Wagon 2500 crowd - and it will be a small subset (like really small) of the offroad/overland crowd.

Agree, while I like the QM, I gave up a Chevy 2500HD with a 1000 ft-lb torque Duramax diesel and since it had a 36 gallon tank, about a 600 mile range, the QM wasn't even on my radar.

 

[Fab]

And it's made in France. Where even is France?

Some americans told me Holland is in Amsterdam,
so France must be in Paris?

 

[CrazyOldMan]

Some americans told me Holland is in Amsterdam,
so France must be in Paris?

Geography is not our core strength. Growing up in Southern California, even for US geography, the country stopped roughly around the Mojave desert in my mind. One of my children is 16 - she had a classmate who insisted there was a country called “Africa,” while simultaneously denying there was a continent called “South America.”

 

[DaveB]

And according to my dealer today, sales of the wagon are doing really well, but the quartermaster isn't moving much at all. That surprised me.

Surprises me too.
I have had two dealers tell me Quartermaster is selling better than the wagon.
However you can only buy the cab chassis from a dealer, not direct from INEOS.

 

[DaveB]

I don’t think the QM was ever going to sell much in the US, tariff or not. First of all, there’s the chicken tax. But there are plenty of guys who pay $85-100k for their trucks - but these are more like Dodge Ram or Ford or GMC 2500 HD’s - on Carli lifts. It’s not even really the same thing as a QM - the only thing like that would be the Jeep Rubicon Gladiator. It’s just very niche. It won’t be used as a work truck (US buyers want WAAAAY more payload, towing capacity and a larger bed), it won’t really draw the Ram Power Wagon 2500 crowd - and it will be a small subset (like really small) of the offroad/overland crowd.

In Australia the US trucks have great towing but very little payload.
Not sure why they are rated differently

 

[Tazzieman]

In Australia the US trucks have great towing but very little payload.
Not sure why they are rated differently

Different priorities, @DaveB

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[Shopkeep]

The more I digest the new tariff levels the more I think the Canadians have come out OK. Sure their car manufacturers are rooted, but those autoworkers will get jobs in the massive retail and tourism boom about to occur in cities and towns along their southern border. The US ICE agents at the border are usually searching for fentanyl and Bangladeshis in car boots coming back from Canada. Now their targets will be the tariff free iPhones, iWatches, Air Pods, laptops, Rolexes, Air Jordans, Ray-Bans and designer clothes on the hordes of US economic tourists.

 

[Reducs]

...Now their targets will be the tariff free iPhones, iWatches, Air Pods, laptops, Rolexes, Air Jordans, Ray-Bans and designer clothes on the hoards US economic tourists.

This has crossed my mind. If Customs at the big international airports are given the marching orders to crack down, it could get ugly. If you can't prove that camera or watch or laptop or... you left the US with is yours when you return, you could face a $$$ duty or confiscation. I don't want to travel with a camera/lens/watch receipt just in case.

 

[ADVAW8S]

This has crossed my mind. If Customs at the big international airports are given the marching orders to crack down, it could get ugly. If you can't prove that camera or watch or laptop or... you left the US with is yours when you return, you could face a $$$ duty or confiscation. I don't want to travel with a camera/lens/watch receipt just in case.

That is why they say bring a burner phone

 

[bigleonski]

Am I missing something in all of this?
Is the expectation that exporters will reduce their prices by the level of tariff to sell at the same gross price to the US?
Why would they do that? Take a 10-30% hit to the bottom line? Not unless they have zero alternative they won’t.
And if they don’t, isn’t it just the US comsumer or wholesaler going to be the one that bears the cost of this?

Take Australian aluminum for example. Which America asked us to increase supply only a couple of years ago. Why would we continue to supply the US and take a 10% hit when it’s only 1-2% of our total export volume. I’m sure we will find an alternative market reasonably quickly.

I know everyone is bleating about this, but I can’t help but think it’ll be the US consumer that gets rogered by all of this.

Australia has a trade surplus. What if, not as a government action but a commercial one, Aussie impoters just start to source alternative products rather than those from the US simply because their now too hard to deal with? That affects the US as well.

I can’t help but think this is all about a domestic mind game aimed at changing the US psyche rather than the rest of the world.

 

[Heath]

I don't see what the big deal is.

In 2021 Ineos stated that the Grenadier would be priced around $50k-$55k. By the time they took orders in 2023 that had jumped 25%.

They lost a lot of people. But the hardcore true ballers said pfffft, I can drop $80k on this bad boy no sweat, if you can't then you are a broke bitch who should go buy a Bronco.

Same thing here. If you can't afford a $100k Grenny then you belong in the IH8MUD forum.

Ineos will be just fine

 

[Clark Kent]

The more I digest the new tariff levels the more I think the Canadians have come out OK. Sure their car manufacturers are rooted, but those autoworkers will get jobs in the massive retail and tourism boom about to occur in cities and towns along their southern border. The US ICE agents at the border are usually searching for fentanyl and Bangladeshis in car boots coming back from Canada. Now their targets will be the tariff free iPhones, iWatches, Air Pods, laptops, Rolexes, Air Jordans, Ray-Bans and designer clothes on the hordes of US economic tourists.

Hehe...
You just described most of the southbound traffic on the Johor Causeway between Singapore and Malaysia.

 

[mcdoogs]

Of course the US consumer will bear the brunt of this. The negative effect on foreign companies is the lowering of demand in the US for their now-more-expensive goods/materials.

Lower consumer spending leads to negative growth (we already here) in a still elevated inflationary environment: stagflation baby!

 

[Max]

Am I missing something in all of this?
Is the expectation that exporters will reduce their prices by the level of tariff to sell at the same gross price to the US?
Why would they do that? Take a 10-30% hit to the bottom line? Not unless they have zero alternative they won’t.
And if they don’t, isn’t it just the US comsumer or wholesaler going to be the one that bears the cost of this?

Take Australian aluminum for example. Which America asked us to increase supply only a couple of years ago. Why would we continue to supply the US and take a 10% hit when it’s only 1-2% of our total export volume. I’m sure we will find an alternative market reasonably quickly.

I know everyone is bleating about this, but I can’t help but think it’ll be the US consumer that gets rogered by all of this.

Australia has a trade surplus. What if, not as a government action but a commercial one, Aussie impoters just start to source alternative products rather than those from the US simply because their now too hard to deal with? That affects the US as well.

I can’t help but think this is all about a domestic mind game aimed at changing the US psyche rather than the rest of the world.







React Quote bigleonski Reply to bigleonski

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I don't think you're missing too much at all.
The Americans are. We sell to the importer for $100 and he is taxed/tariff/duty or whatever you want to call the 10%, so now his product is $110. If our sales drop and that is Donny's reasoning, that the USA will buy more of their own, then we might have to find another buyer. His action today was discribed as "Economic Vandalism"

 

[Shopkeep]

This has crossed my mind. If Customs at the big international airports are given the marching orders to crack down, it could get ugly. If you can't prove that camera or watch or laptop or... you left the US with is yours when you return, you could face a $$$ duty or confiscation. I don't want to travel with a camera/lens/watch receipt just in case.

Just get one of these for your next cross border excursion:

 

[NQ94]

In Australia the US trucks have great towing but very little payload.
Not sure why they are rated differently

Something like a 1500 has only about 800 to 900kg payload similar to the states. The 2500 and 3500s are limited to around 800kg loads because at that on car rego they're limited to 4500kg. If moved to light truck rego they can be used to their full gvm but in most states are limited to use truck max speed of 100kph and it can be a bit expensive and difficult to find private insurance with truck rego. Towing is limited in Australia to 4500kg with electric brakes but if the trailer has full air brakes and a 2500/3500 is fitted with an air brake kit they can tow higher but then you start falling into heavy truck regulations and logbooks. This is the reason goose neck trailers are towed behind the axle in Australia.

 

[CrazyOldMan]

Something like a 1500 has only about 800 to 900kg payload similar to the states. The 2500 and 3500s are limited to around 800kg loads because at that on car rego they're limited to 4500kg. If moved to light truck rego they can be used to their full gvm but in most states are limited to use truck max speed of 100kph and it can be a bit expensive and difficult to find private insurance with truck rego. Towing is limited in Australia to 4500kg with electric brakes but if the trailer has full air brakes and a 2500/3500 is fitted with an air brake kit they can tow higher but then you start falling into heavy truck regulations and logbooks. This is the reason goose neck trailers are towed behind the axle in Australia.

That’s a vehicle class restriction - not a physical restriction. Most HD (one ton) trucks (Dodge, GM, Ford) are rated 3500-4500 lbs, depending on engine and suspension (the offroad configs are much lower).

 

[255/85]

I can’t help but think this is all about a domestic mind game aimed at changing the US psyche rather than the rest of the world.

Certainly that's part of the ploy. Standard populist game plan - make everyone think something effective is happening. It's also been mentioned that it could be a half-assed attempt to tank everyone's currency to make the dollar appear strong and help reduce US debt. I'm not sure how that would work tbh.