President Donald Trump has promised to impose 25% tariffs on imports from Mexico and Canada from February 1 if these countries are not considered effective in containment of fentanyl traffic to the United States.
About 90% of the automotive exports of Mexico and Canada are destined, according to the Mexican Association of the Automotive Industry (AMIA) and the Canadian Association of Vehicle Manufacturers.
German car manufacturers, including Volkswagen, which would be the most affected, have warned about tariffs, noting that they would cause inflation for consumers.
These are car manufacturers that would be affected, in alphabetical order:
Audi
The Audi plant, owned by Volkswagen, in San José Chiapas, manufactures the Q5 model and uses just over 5,000 people. It produced about 176,000 vehicles in 2023, according to its website. In the first half of 2024, almost 40,000 units were exported to the US, according to AMIA.
BMW
The BMW plant in San Luis Potosí produces the series 3 models, series 2 Coupé and M2, with almost all its production for the US and other international markets. From 2027, it will manufacture the neue Klasse Fully Electric Models.
Lee: Trump insists on 25% tariffs to Mexico and Canada from February
Ford
Ford operates three floors in Mexico: one in Chihuahua for engines and two assembly plants in Cuautitlán and Hermosillo.
He exported almost 196,000 vehicles from Mexico to North America in the first half of 2024, with 90% of them aimed at the US, according to AMIA.
In Canada, Ford has an assembly plant in Oakville, where it plans to manufacture a larger version and F-Series truck from 2026.
General Motors (GM)
GM imported approximately 750,000 vehicles from Canada and Mexico to the US in 2024, with the majority manufactured in Mexico, according to the Globaldata analysis firm.
Among them are some of their most popular models, such as Chevy Silverado and GMC Sierra trucks, in addition to medium -sized SUVs.
Mexican GM plants also produce two of their key electric vehicles: the battery versions of the Suvs Equinox and Blazer.
In Canada, GM operates three floors, where it manufactures Chevrolet Silverado Heavy Duty, electric vans and V8 engines with double clutch transmissions for global export.
Honda Motor
Honda Motor sends 80% of its production in Mexico to the US market. In November 2024, he warned that he would consider moving his production if EU imposes permanent tariffs on Mexican imports.
JAC Motors
Jac Motors assembles JAC brand vehicles in a joint company with Mexican Giant Motors.
Kia corp
Kia Corp, from South Korea, has a factory in Mexico that produces vehicles for its own brand and some Santa Fe Suvs models for its Hyundai Motor subsidiary, destined for EU.
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Mazda
Mazda exported around 120,000 vehicles from Mexico to the US in 2023, but has indicated that it will reconsider future investments if tariffs are imposed.
Nissan engine
Nissan Motor has two plants in Mexico where he manufactures the Sentra, Versa and Kicks models for the US market. Produced about 505,000 vehicles in Mexico in the first nine months of 2024.
Stellantis
Stellantis operates two assembly plants in Mexico. In Saltillo it produces RAM trucks and vans and in Toluca produces the medium -sized compass SUV.
The Franco-Toidse group also has two plants in Ontario, Canada. Windsor, where he manufactures Chrysler models, and Brampton, currently in reconfiguration, with plans to restart production in 2025 with a new Jeep model.
Toyota Motor
Toyota Motor manufactures the Tacoma truck on two floors in Mexico. He sold more than 230,000 units in the US in 2023, representing approximately 10% of its total sales in that market.
Toyota used to produce the tacoma in the US, but now all come from Mexico.
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Volkswagen
The Volkswagen factory in Puebla is the largest automotive plant in Mexico and one of the largest within the group, according to the company’s website.
In 2023, it manufactured almost 350,000 vehicles, including the Jetta, Tiguan and Taos models, all destined for export to the US.
In Canada, Volkswagen is building a “gigafactory” of batteries in St. Thomas, Ontario, with an investment of up to 4.9 billion dollars with the aim of supplying vehicles it sells in North America. Production is expected to begin in 2027.
Autopartes suppliers
Autoliv
The Swedish Autoliv, the world’s largest airbag manufacturer and safety belts, uses about 15,000 people in Mexico.
Michelin
The Michelin tire manufacturer has two plants in Mexico (Querétaro and León) and three in Canada (Pictou, Bridgewater and Wateville).
Yanfeng
The Chinese manufacturer of Yanfeng Automotive Interior seats supplies companies such as General Motors and Toyota from their plants in Mexico.
Other suppliers
Other auto parts manufacturers with plants in Mexico that supply automotive production in the US include:
Pirelli: Italian tire manufacturer.
Brembo: Italian premium brake company.
Lee: Tariffs would cause recession in the US and deceleration in Mexico
Eurogroup Laminations: Italian company specialized in stators and rotors, key components for electric motors and generators, which has Tesla among its customers.
Tesla encouraged its Chinese suppliers to establish plants in Mexico in 2023 to supply the factory that planned to build in the country from 2025, but those plans have not yet been completed.
With Reuters information
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