In CNBC , BCG’s Felix Stellmaszek underscores how US tariffs are reshaping the global auto industry. While cost increases are immediate, Stellmaszek argues that the real shift is structural, as automakers rethink manufacturing and supply chains in response to long-term policy changes. “This may well be the most consequential year for the auto industry in history,” he says, noting that ongoing 25% auto tariffs could add $110 billion to $160 billion in annual costs for the industry.
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CNBC