With 25 percent tariffs being placed on imported automobiles sold in the U.S. in early April, many expected the prices of those same vehicles to rise at some point to compensate, and perhaps a decline in production as well due to softer demand. The Blue Oval currently builds four models outside of the U.S. that are sold in that same market – the Ford Maverick, Ford Bronco Sport, Ford Mustang Mach-E, and Lincoln Nautilus – with the first three being treated to a more modest price increase recently, partially due to tariffs, as part of a mid-year update. However, it doesn’t seem as if Ford Mustang Mach-E production has been impacted yet.
“It is business as usual. We do not plan on making any adjustments to lowering the production of vehicles and [it is] doing very well right now,” Andrew Frick, president of Ford Blue and Ford Model e, said during the automaker’s Q1 2025 earnings call with investors. “We actually have a very low day supply of the vehicle itself. It’s essential to our overall compliance delivering compliance here. So it’s doing well and we’ve actually moved some of the products to Europe because of the higher run rate they’re seeing as well. So it’s doing very well. No change planned.”
As Ford Authority previously reported, the 2025 Ford Mustang Mach-E is being treated to price increases ranging from $1,500 for the base Select Standard Range models up to $2,500 for the Select Extended Range variant, though destination charges remain unchanged. These price hikes will affect vehicles built after May 2nd, 2025, pertaining to units slated to arrive at dealers in late June. A Ford spokesperson noted that these increases reflect “usual” mid-year pricing actions, “combined with some tariffs we are facing. We have not passed on the full cost of tariffs to our customers.”
The Ford Mustang Mach-E is subjected to tariffs due to the fact that it’s built at the Cuautitlan Assembly plant in Mexico, but it isn’t alone in that regard. Rather, the Ford Maverick and Ford Bronco Sport – both assembled at the Hermosillo Assembly plant in Mexico – will also receive a fresh round of price increases, as Ford Authority previously reported. Meanwhile, The Blue Oval expects that it will suffer a net adverse adjusted EBIT impact of around $1.5 billion for the entirety of 2025 due to existing tariffs, and has suspended its full year guidance until Q2 as a result.
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