Trump administration denies Ford tariff relief despite aluminium supply disruption
It has been over a year since President Trump announced a sweeping suite of country-by-country tariffs on imported foreign goods. After many reversals, walk-backs, and changes of mind, some industries have emerged largely untouched by these unpredictable and, at times, erratic shifts in trade and foreign policy.
For industries that rely on steel, aluminium, or semiconductors—of which automotive is one—the story is different. Owing to Section 232, materials deemed critical to matters of national security are subject to Trump’s high and unwavering tariffs.
A year after “liberation day,” many OEMs are calling for a reappraisal of Trump’s stringent tariffs due to mounting pressure caused by aluminium supply disruptions. Among these is legacy automaker Ford, which, under the leadership of CEO Jim Farley, has been vocal in its opposition to import tariffs.
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