Audio Interview| Tariffs and trade: Impact on the American industrial base – ET Auto

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In the 21-minute Audio Interview, Mr. Conroy discusses these questions:

• There seems to be bipartisan consensus regarding tariffs on Chinese-manufactured vehicles. How do you see this affecting both established automotive supply chains and emerging Chinese OEMs trying to enter the U.S. market? What about suppliers?
• Your view is many are not ready for a new wave of tariffs. What specific vulnerabilities or gaps in preparation have you observed, and what immediate steps should companies take to address them?
• You mentioned that new administration policies may be implemented faster than expected. What specific changes should automotive companies be preparing for in 2025?
• Looking at historical examples, what lessons can we apply to current trade policy decisions to ensure we protect domestic manufacturing while avoiding unintended consequences for the automotive sector?
• You previously shared that NATO’s Military Committee Chair recently suggested businesses should prepare for a ‘Wartime Scenario’ by relocating production lines. How realistic is this for the automotive industry, and what would such a transition look like?

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