Dazi sulle Auto USA al 2,5%: l’Industria UE in Allarme, Volkswagen Preoccupata!

Recenti rivelazioni indicano che le automobili statunitensi importate nell’Unione Europea potrebbero beneficiare di dazi ridotti al 2,5%: ecco le conseguenze per i produttori europei

Amidst applause, criticism, and a pervasive uncertainty that is hard to mitigate, it appears that the recent deal between von der Leyen and Trump regarding US tariffs has managed to avert a potential trade war which would have had far-reaching consequences, so much so that the President of the European Commission, in presenting her achievement to the media, emphasized that the agreement should be seen positively as it represents – although the tariffs are “not to be underestimated” – a better alternative to a potential tariff war.

IL CASO IVECO/ La sorpresa doppia nella vendita che non favorisce l’industria italiana

Looking back briefly, according to the agreements (partially) announced recently, US tariffs have been lowered from the initially threatened 30% to a reciprocal 15% that will affect all goods indiscriminately: however, the provisions also mention some products that will be exempt from the new tariff regime; it should be noted that these are not yet officially presented as the formalization of the agreement is still awaited.

Ex Ilva, sindaco di Taranto non firma l’accordo con il MIMIT/ Bluff di Bitetti sulle dimissioni: “solo un gesto eclatante”

Among the many hypotheses circulating at the moment, it is almost certain that US tariffs on pharmaceutical products and possibly those related to the steel industry will be exempted, and – lastly, according to current rumors – cars imported from the US to European soil could be taxed at 2.5%.

This point – concerning US cars that would benefit from a facilitated regime – opens up uncertainty about reciprocity, since European manufacturers largely depend on exports to the USA and risk facing another setback in an industry already in deep crisis, seeing their products taxed at 15% (according to standard tariffs) while those imported from the United States are facilitated.

Ex Ilva, Bitetti, mayor of Taranto, has resigned/ “Threats from eco-activists, locked up in the Town Hall”: what’s happening

What would the impact of US tariffs be on European car manufacturers: Volkswagen and Volvo in trouble, Stellantis “safe”

Beyond the rumors, it might be interesting to consider the potential impact that tariffs would have on European manufacturers, starting with two necessary clarifications: the first concerns the fact that initially, Trump’s threatened tariffs on cars were supposed to amount to 27.5%, and – in this sense – the 15% remains a partially positive result; while the second relates to the fact that the US market remains the most important for European manufacturers with a turnover of 39 billion euros and 758,000 cars sold overseas last year.

The European Automobile Manufacturers’ Association (or ACEA) has explained the scope of the potential tariffs on European cars, noting how the agreement has partially dissipated the “strong uncertainty” that had been affecting the entire industry for months, although it emphasized that in any case the 15% tariffs will definitely have a “negative impact” both in Europe and in the USA: ACEA hopes that after the initial storm, new negotiations will lead to a reduction in “barriers to vital transatlantic automobile trade”.

According to the data we have at the moment, the heaviest price of the 15% tariffs would be paid especially by Volkswagen and Volvo, with the former having already seen its profit margins reduced by 5% following mere threats from Trump (who was then speaking of tariffs of 10%, lower than the current ones) and the latter which sells about 16% of its products in the USA; on the other hand, despite having lost about 300 million in profits, Stellantis would be the least affected by the tariffs since its sales in the States are almost entirely managed by internal plants.