Ford and its peers have been dealing with the impacts of tariffs imposed on imported automobiles, raw materials, and components for a while now. The Blue Oval has worked to mitigate the impacts of these levies on its bottom line in various ways, and it’s better positioned than most, thanks to its large U.S.-based manufacturing presence. Regardless, tariffs still cost Ford $800 million in Q2 2025, and now, it stands to potentially be impacted by additional levies the Trump administration is considering.
According to Reuters, the U.S. Commerce Department has said that it will now consider imposing tariffs on additional imported auto parts amid national security concerns expressed by some within the American automotive industry. It seems as if some domestic automakers have asked the administration to add tariffs to additional parts on these grounds via a letter from automotive trade associations representing U.S. and foreign automakers and auto parts firms.
Those entities also reportedly urged the Commerce Department “to eliminate further unpredictable expansions,” adding that “the recent expansion was implemented without adequate notice and creates significant unintended costs, complexity, and uncertainty for U.S. businesses.”
Last month, the Commerce Department added 400 additional products – many of them automotive parts – to its list of things subjected to tariffs, totaling $240 billion in annual imports. This is in addition to May’s 25 percent auto tariffs on over $460 billion worth of vehicle imports each year, though President Donald Trump has since forged new deals with some of the countries the U.S. does business with, reducing those levies in many cases.
“The automotive industry is in a state of rapid development for various technologies, including in the areas of alternative propulsion systems, autonomous driving capabilities, and other advanced technologies,” the Commerce Department said of this request, adding the automotive industry needs “the opportunity to identify new and emerging automotive products with importance for defense applications.”
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Hopefully, but highly unlikely since most of them are Trump loyalists, the Supreme Court will declare all these tariffs illegal.
From what I understand the tariffs on autos are not affected by any court case. I don't know about parts however.