Trump tariff. Ineos Automotive is dead right?

[Shopkeep]

Here is the one from my X5M

View attachment 7886202

Very interesting! I wonder if this will have to be split out further in the future show the specific Canadian and US percentages?

 

[Tenac]

Very interesting! I wonder if this will have to be split out further in the future show the specific Canadian and US percentages?

My guess is many of these tariff's will not be as impactful as we think, the countries being impacted will yield and they will either get lowered or nothing at all. The real deal is to keep eye on industrial startups and permit requests for starting up thinks like steel mills, and other heavy industry. BMW recently went and spent more than any other automotive investment in Spartanburg and spent money on the ports. Keep in mind BMW is US's largest exported of auto's (well was a year or so back not sure if it all still holds but I'd say probably). If tariff's do apply I think in due time US will start production again. Also don't forget TMSC moved rapidly to build in AZ one of the largest production plants in the world for Semiconductor production. When people think its too costly I always reference things like that for an example. But then again who knows lol.

Added this is interesting from MAGNA's website.

 

[Zimm]

You guys don’t seriously think the tariffs on Canada are about illegal immigration and fentanyl? The northern border accounted for 1.5% of Border Patrol apprehensions and less than 1.0% of fentanyl seizures.

The tariffs on Canada are a warning to the rest of the free world, if they are willing to shaft a like minded and significant trading partner this way the rest of you better give us what we want or you will be next. Therefore unless the EU concedes to his demands there is a high chance of new US Grenadier prices rising in the future.

Ahhh, NO. 49% do!

 

[Roach]

There's one here using his as a DD and over a year now.

Goes to show, California is all about the car

 

[Gaffer]

As a free-market guy, I am skeptical of tariffs. But my view is unsettled by the fact that, for most of the 19th century, tariffs were significant enough to be the key source of US federal revenues AND still the US became a leading industrial power. Tariffs weren't a complete impediment apparently.

In any case, perhaps the Grenadier could be built in the US. BMWs are made in South Carolina and for a while BMW was considering building engines here.

 

[Zimm]

There's one here using his as a DD and over a year now.

Mine is DDish. I’m on track for 18k a year, which is 50% of my driving.