These vehicles, parts would be hit by tariffs on Mexico, Canada
Here are the automakers and other companies that could be affected by the tariffs:
BMW's plant in San Luis Potosi, Mexico, produces the 3 Series, 2 Series Coupe and M2, with nearly all output going to the U.S. and other markets worldwide.
Ford Motor Co. has three plants in Mexico. It exported just under 196,000 cars to North America in the first half of 2024, with 90% going to the U.S., according to Mexico's AMIA.
General Motors imported roughly 750,000 vehicles from Canada or Mexico in 2024 to the U.S., with most made in Mexico, GlobalData says. They include the Chevy Silverado, GMC Sierra full-sized pickups, and mid-sized SUVs. The Mexican plants also build two of its new EVs. GM's three plants in Canada produce electric vans, the Chevrolet Silverado Heavy Duty truck, and the V8 engine and dual-clutch transmission.
Honda Motor sends 80% of its Mexican output to the U.S. market. It warned on Nov. 6 that it would have to consider shifting production if the U.S. imposed permanent tariffs on Mexican imports.
South Korea's Kia Corp. has a factory in Mexico that makes its own vehicles and some Santa Fe SUVs for its affiliate Hyundai Motor for export to the United States.
Mazda exported around 120,000 vehicles from Mexico to the United States in 2023, but said it may reconsider further investments if tariffs are imposed.
Nissan Motor has two plants in Mexico where it makes the Sentra, Versa and Kicks models for the U.S. market. It produced nearly 505,000 vehicles in Mexico in the first nine months of 2024.
Stellantis operates assembly plants in Mexico making Ram pickups and vans, as well as the Jeep Compass mid-sized SUV. The group owns two assembly plants in Canada, one where it makes Chrysler models and another scheduled to resume output of a new Jeep model this year.
Toyota Motor builds its Tacoma pickup truck at two plants in Mexico, and sold more than 230,000 of them in the U.S. in 2023, or 10% of total sales in that market.
Volkswagen's factory in Puebla, Mexico, made nearly 350,000 cars in 2023, including the Jetta, Tiguan and Taos, all for export to the U.S. In Canada, Volkswagen is building a battery gigafactory in Ontario, with output to begin by 2027. Volkswagen's Audi plant in San Jose Chiapa, Mexico, makes the Q5, employing more than 5,000 people. In the first half of 2024, nearly 40,000 vehicles were exported to the U.S., according to Mexico's AMIA.
More: The auto industry, with 5-year product cycles, can't pivot on a dime to adapt to tariffs
More: Trump threatens tariffs on Canada and Mexico next week, which could devastate Michigan
Sweden's Autoliv, the world's largest maker of air bags and seat belts, employs around 15,000 staff in Mexico.
Tire maker Michelin has two plants in Mexico and three in Canada.
Chinese seat maker Yanfeng Automotive Interiors supplies automakers including General Motors and Toyota from its plants in Mexico.
Other part makers with plants in Mexico include Italian tire maker Pirelli, Italian premium brakes maker Brembo and Italy's Eurogroup Laminations.
Tesla encouraged its Chinese suppliers to set up plants in Mexico in 2023 to supply the factory it was planning to build in the country from early 2025, but its plans have not materialized.
This article originally appeared on Detroit Free Press: These vehicles, parts would be hit by tariffs on Mexico, Canada
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