Trump tariff. Ineos Automotive is dead right?

[HereinDaRockies]

Trump threatens to impose tariff on the E.U.

Trump to 'absolutely' impose tariffs on European Union - Türkiye Today

The European Union has treated us so terribly,' says US President Trump

www.turkiyetoday.com

 

[CRH]

Is this the section for the Jeep & Toyota owners? Bit more pessimistic information to run down the opposition?

 

[mcdoogs]

Mostly dead in the US at least. But I think that will apply to pretty much all automakers, even 'domestic' manufacturers import a ton of materials/components.

I don't see anyway that the greater US economy doesn't plummet within the next 6-12 months. As far I can tell, that's a feature, not a bug from the administration and tech bro allies perspective.

 

[HereinDaRockies]

Is this the section for the Jeep & Toyota owners? Bit more pessimistic information to run down the opposition?

? Ok put your head in the sand.. don’t hedge your risks owning a vehicle that becomes even more difficult to source parts for..

Ignore the news, then everything will be ok

 

[CRH]

? Ok put your head in the sand.. don’t hedge your risks owning a vehicle that becomes even more difficult to source parts for..

Ignore the news, then everything will be ok

I do find it all a worry but shouting about it won't do anything other than make it a self fulfilling prophecy. Ineos took a hit in Auss with the tariffs.so who knows what will happen. Create fear and it will happen. I'm an owner and realise that to some extent what we say matters and need to be more positive, not naive, but positive.

 

[mcdoogs]

I do find it all a worry but shouting about it won't do anything other than make it a self fulfilling prophecy. Ineos took a hit in Auss with the tariffs.so who knows what will happen. Create fear and it will happen. I'm an owner and realise that to some extent what we say matters and need to be more positive, not naive, but positive.

Nothing you said in your original post was positive though. You offered no argument nor data to refute what seems like a fairly obvious conclusion that adding 10-25% to the price of an already expensive vehicle will negatively effect sales in the second largest automovie market in the world. Maybe even to the point of Ineos pulling out of the US, which would not be great for the company.

You original post basically just talked shit and implied that the OP was a toyota plant or something, which is a weird thing to bother to post.

 

[HereinDaRockies]

I do find it all a worry but shouting about it won't do anything other than make it a self fulfilling prophecy. Ineos took a hit in Auss with the tariffs.so who knows what will happen. Create fear and it will happen. I'm an owner and realise that to some extent what we say matters and need to be more positive, not naive, but positive.

Not a very tactical mindset. Makes you comfortable, then fine

 

[HereinDaRockies]

Nothing you said in your original post was positive though. You offered no argument nor data to refute what seems like a fairly obvious conclusion that adding 10-25% to the price of an already expensive vehicle will negatively effect sales in the second largest automovie market in the world. Maybe even to the point of Ineos pulling out of the US, which would not be great for the company.

You original post basically just talked shit an implied that the OP was a toyota plant or something, which is a weird thing to bother to post.

The u.s. is by far Ineo’s largest market. No u.s. and they have no business model.

and no, no aftermarket will produce windshields for Ineos… not enough volume..

 

[Cheshire cat]

Trump threatens to impose tariff on the E.U.

Trump to 'absolutely' impose tariffs on European Union - Türkiye Today

The European Union has treated us so terribly,' says US President Trump

www.turkiyetoday.com

Can we assume the same for the G-Wagon? So far, massive costs seem to have had no impact on sales of those.

 

[HereinDaRockies]

Can we assume the same for the G-Wagon? So far, massive costs seem to have had no impact on sales of those.

MB’s existence is not reliant on sales of the g wagon. We have no idea what margins are on the g wagon.

 

[Cheshire cat]

MB’s existence is not reliant on sales of the g wagon. We have no idea what margins are on the g wagon.

I understand that the G-Wagon is the biggest profit maker that Mercedes have. Besides. All their cars will rise in price.

 

[HereinDaRockies]

I understand that the G-Wagon is the biggest profit maker that Mercedes have. Besides. All their cars will rise in price.

i don’t believe Ineos is competing for g wagon customers. Paying 150-200k is very different than paying 80k

 

[Cheshire cat]

i don’t believe Ineos is competing for g wagon customers. Paying 150-200k is very different than paying 80k

With respect. You won't be paying only 80.000 dollars very soon. Ineos have also come out with a deluxe version prices at around £130,000 plus extras, here in UK.

 

[Cheshire cat]

MB’s existence is not reliant on sales of the g wagon. We have no idea what margins are on the g wagon.

https://www.roadandtrack.com/news/a62006660/mercedes-g-class-is-mercedes-three-ton-cash-cow/

 

[HereinDaRockies]

https://www.roadandtrack.com/news/a62006660/mercedes-g-class-is-mercedes-three-ton-cash-cow/

I see.. so they will be impacted. But how does that help with ineos’s sustainability ?

 

[Cheshire cat]

Anyway. As with most tariffs, there often seems to be a way round them. Might be as straightforward as putting in the seats when the vehicle gets to the US. It can then be classed as 'Built in the US'. A bit like Harley Davidson.

 

[Tergosa]

i don’t believe Ineos is competing for g wagon customers. Paying 150-200k is very different than paying 80k

I very much think the Grenadier is competitor to the G wagon. It’s simply less expensive and not as plush.

 

[Cheshire cat]

I see.. so they will be impacted. But how does that help with ineos’s sustainability ?

Trump has come in to with a goal of shock and awe. I guess the American people will have to accept that foreign items, for many will no longer be attainable. Let's hope it all works out.

 

[ADVAW8S]

I think as a society, we are failing our next generation. Blanket statements have become the narrative and we are lacking the willingness to wait for all details.

I wrote this as we have no clue what the tariffs will be. People may not realize that currently there are tariffs on majority of our goods. People don't realize, that items can be excluded from the tariffs. We all talk about the chicken tax but forget that chicken tax targeted a style of vehicle. The important piece which we don't know is what and how is the tariff written. Here is a great piece discussing the estimated impact of tariffs. It is a 15 to 20 min read, much more context than it's the end of the world.

Tracking the Economic Impact of the Trump Tariffs

The Trump administration imposed nearly $80 billion worth of new taxes on Americans by levying tariffs on thousands of products in 2018 and 2019, amounting to one of the largest tax increases in decades. The Biden administration has kept most of the Trump administration tariffs in place

taxfoundation.org

Below is link to weighted mean of current tariffs.

U.S. Tariff Rates 1989-2025

Weighted mean applied tariff is the average of effectively applied rates weighted by the product import shares corresponding to each partner country. Data are classified using the Harmonized System of trade at the six- or eight-digit level. Tariff line data were matched to Standard International...

www.macrotrends.net

 

[Tenac]

i don’t believe Ineos is competing for g wagon customers. Paying 150-200k is very different than paying 80k

I disagree, just because I am that customer.... I however also looked at Jeep and Ford my driveway has had G's and LR's for a while now. The Ineos too me was the perfect replacement of both. Also they were pavement queens