Скачать или смотреть Auto Industry Shakeup: How Tariffs Are Reshaping Global Car Supply Chains

Global automotive manufacturing is undergoing a seismic shift. Before recent tariffs, vehicles assembled in the U.S. were a symphony of international parts—engines from Mexico, electronics from China, steel from South Korea. But with 25% tariffs on imported vehicles and components now in place, that finely tuned supply chain is being dramatically rewired.

Prices are up, sales are down, and companies like Toyota, Volkswagen, and Caterpillar are reshoring production to the U.S. and Mexico. This isn’t just a temporary disruption—it's a fundamental transformation of how cars are made and where.

Who wins? Domestic suppliers, automation, and regional logistics. Who loses? Import-heavy manufacturers and price-sensitive consumers.

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