Ford Motor(US:F) Huan Qiu Wang·2025-05-08 05:07Core Viewpoint - The U.S. government's tariff policy is impacting traditional American automakers, particularly Ford, which has announced price increases for certain models produced in Mexico due to the higher import tariffs on vehicles [1][3]. Group 1: Price Increases - Ford has raised prices for three models: the Maverick pickup, Bronco Sport SUV, and Mach-E electric vehicle, with the highest increase reaching $2,000 [1]. - The price hikes apply to vehicles produced after May 2, and are attributed to a combination of routine mid-year adjustments and the tariffs faced [3]. Group 2: Tariff Impact - Ford is among the first major automakers to adjust prices following the Trump administration's tariff increases, which include a 25% tariff on imported vehicles effective April 3 and a similar tariff on key automotive parts effective May 3 [3]. - The company anticipates a $1.5 billion reduction in profits for the first quarter of 2025 due to these tariffs [3]. Group 3: Supply Chain Considerations - Analysts note that the automotive industry relies on a highly integrated global supply chain, meaning that even vehicles produced by American manufacturers often contain parts that have crossed borders multiple times before assembly [3].