European Automakers Threatened by Potential Tariff War -- Market Talk

Dow Jones02-24 23:45

1545 GMT - The U.S. Supreme Court's decision to strike down some of President Trump's sweeping tariffs opens the door to escalating EU-U.S. trade tensions that will ultimately hurt European automakers, HSBC analysts write. Tariffs specific to the auto sector are not directly impacted by the court's decision as they were issued under a separate authority. The EU's decision to shelve a trade deal with the U.S. risks retaliation from the country, the analysts write. If the U.S. retaliates through reinstating 27.5% tariffs on European cars, Porsche and Volvo would suffer a 22% to 24% hit to 2026 earnings, the analysts calculate. Meanwhile, BMW is the automaker most exposed to the freeze in the EU-U.S. trade pact given its large manufacturing operations in the U.S. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 24, 2026 10:45 ET (15:45 GMT)

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The EU's decision to shelve a trade deal with the U.S. risks retaliation from the country, the analysts write. If the U.S. retaliates through reinstating 27.5% tariffs on European cars, Porsche and Volvo would suffer a 22% to 24% hit to 2026 earnings, the analysts calculate. 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Tariffs specific to the auto sector are not directly impacted by the court's decision as they were issued under a separate authority. The EU's decision to shelve a trade deal with the U.S. risks retaliation from the country, the analysts write. If the U.S. retaliates through reinstating 27.5% tariffs on European cars, Porsche and Volvo would suffer a 22% to 24% hit to 2026 earnings, the analysts calculate. 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