Softened Auto Tariffs Seen as Incrementally Positive for Parts Makers -- Market Talk

Dow Jones

Apr 29, 2025

1112 ET - Baird says news about President Trump's softened automotive tariffs is "mildly incrementally positive," for the industry mainly due to the administration exhibiting a degree of flexibility after active lobbying by OEMs on behalf of suppliers. WSJ reports that the White House will modify tariffs on foreign autos parts and eliminate stacking of other duties. Analyst Luke Junk says, "specific impacts to covered suppliers seem slightly positive at the margin, as even just some tariff relief at OEMs should help with overall auto parts tariff recoverability." Junk says the estimated financial benefits will vary by automaker and model, and notes that the top 15 selling U.S.-made cars in 2024 all had meaningful non-U.S. content per government data. (patrick.sheridan@wsj.com)

(END) Dow Jones Newswires

April 29, 2025 11:12 ET (15:12 GMT)

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WSJ reports that the White House will modify tariffs on foreign autos parts and eliminate stacking of other duties. Analyst Luke Junk says, \"specific impacts to covered suppliers seem slightly positive at the margin, as even just some tariff relief at OEMs should help with overall auto parts tariff recoverability.\" Junk says the estimated financial benefits will vary by automaker and model, and notes that the top 15 selling U.S.-made cars in 2024 all had meaningful non-U.S. content per government data. (patrick.sheridan@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2025 11:12 ET (15:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Softened Auto Tariffs Seen as Incrementally Positive for Parts Makers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoftened Auto Tariffs Seen as Incrementally Positive for Parts Makers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-29 23:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1112 ET - Baird says news about President Trump's softened automotive tariffs is \"mildly incrementally positive,\" for the industry mainly due to the administration exhibiting a degree of flexibility after active lobbying by OEMs on behalf of suppliers. WSJ reports that the White House will modify tariffs on foreign autos parts and eliminate stacking of other duties. Analyst Luke Junk says, \"specific impacts to covered suppliers seem slightly positive at the margin, as even just some tariff relief at OEMs should help with overall auto parts tariff recoverability.\" Junk says the estimated financial benefits will vary by automaker and model, and notes that the top 15 selling U.S.-made cars in 2024 all had meaningful non-U.S. content per government data. (patrick.sheridan@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 29, 2025 11:12 ET (15:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2750360997.AUD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2531752867","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2531752867","pubTimestamp":1745939520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1112 ET - Baird says news about President Trump's softened automotive tariffs is \"mildly incrementally positive,\" for the industry mainly due to the administration exhibiting a degree of flexibility after active lobbying by OEMs on behalf of suppliers. WSJ reports that the White House will modify tariffs on foreign autos parts and eliminate stacking of other duties. Analyst Luke Junk says, \"specific impacts to covered suppliers seem slightly positive at the margin, as even just some tariff relief at OEMs should help with overall auto parts tariff recoverability.\" Junk says the estimated financial benefits will vary by automaker and model, and notes that the top 15 selling U.S.-made cars in 2024 all had meaningful non-U.S. content per government data. 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WSJ reports that the White House will modify tariffs on foreign autos parts and eliminate stacking of other duties. Analyst Luke Junk says, \"specific impacts to covered suppliers seem slightly positive at the margin, as even just some tariff relief at OEMs should help with overall auto parts tariff recoverability.\" Junk says the estimated financial benefits will vary by automaker and model, and notes that the top 15 selling U.S.-made cars in 2024 all had meaningful non-U.S. content per government data. (patrick.sheridan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 29, 2025 11:12 ET (15:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}