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Trump Threatens 100% Tariff on Stellantis if Jobs Move to Mexico

Trump Threatens 100% Tariff on Stellantis if Jobs Move to Mexico​

Vows Action If Automaker Moves U.S. Jobs to Mexico...​


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During a rally in Michigan on Friday, former President and 2024 Republican presidential candidate Donald Trump vowed to impose a 100% tariff on Stellantis vehicles if the company decides to shift jobs from the United States to Mexico. The announcement came as Trump addressed supporters in a key battleground state, emphasizing the importance of protecting American jobs.

 
Hrmm. Would this really work? The vehicle is popular in Canada and elsewhere and could Mexico provide enough volume for global for near term at a significantly reduced COGS that they could shut down SHAP and cut the reduced volume in the US for overall STLA revenue growth.

Meanwhile, all of the UAW and non workforce is left to be picked up by Ford, GM, or Toyota as the volume moves to those OEMs for 1500 class full size truck.

RAM/STLA is not too big to fail in the US anymore, despite what Mi may believe.... STLA may have strong revenue from US sales at the moment, but over the last year, that statement is no longer that powerful as their sales are plummeting and so is revenue.

With that said - I'm not saying what above is true - I'm asking the question to you here who know more than me, waving your hand around about tarrifs is not a black/white issue. Just like saying you are going to get rid of the IRS. The ripples and complexities of the "system" are large and no one action is a panacea.
 
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