Automakers Halt Guidance as Tariffs Throttle Forecasts

Global automakers, including GM, VW, and Stellantis, suspended their 2025 financial forecasts amid unprecedented tariff-induced uncertainty. Trump’s tariffs on imported vehicles and parts, along with retaliatory measures, make it nearly impossible to predict supply chain costs or consumer demand. Some carmakers see potential relief after the White House hinted at easing certain duties, but industry executives say the policy whiplash remains too risky to ignore. Many are re-evaluating expansion plans and pausing new product announcements. Even domestic manufacturers feel the pinch, as cross-border components are essential in modern assembly. Long term, these disruptions could hinder investment in electric vehicles and advanced driver-assist technologies if budget constraints persist.