Ford, General Motors May Eventually Decide to Shift Production to U.S. -- Market Talk

Dow Jones03-27

1042 ET - President Trump's proposed 25% tariffs on cars and auto parts made outside of the U.S. might eventually push General Motors and Ford to move production of certain vehicles from Mexico and Canada to the U.S., UBS analysts say in a research note. The companies already have excess capacity, but not any that is tooled to produce the vehicles currently being made abroad, the analysts say. Some potential capital investment might be needed for retooling, and that could take some time, they say. The automakers may also want to wait and see if Trump's trade policies remain in place beyond his administration, the analysts say. Auto parts suppliers are less likely to shift production, they say. (dean.seal@wsj.com)

(END) Dow Jones Newswires

March 27, 2025 10:42 ET (14:42 GMT)

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