Hyundai and Daimler Rush as Trump Puts Autos Review Back in Drive — Panjiva


Hyundai and Daimler Rush as Trump Puts Autos Review Back in Drive

Cons. Discr. - Autos 661 Germany 162 Mexico 505 South Korea 383 Tariffs 1169 USMCA 373

President Trump may shortly receive the results of the section 232, national security, review of the automotive sector. On the one hand the timing is a surprise given trade talks with the EU and Japan – who have a temporary exemption – are still underway. On the other near-term action may be designed to preempt any moves by the new Congress to change the section 232 rules. There’s already signs of imports of parts accelerating, with a growth of 15.2% in October vs. a year earlier to reach a record high excluding Canada and Mexico. Hyundai’s imports, led by shipments from South Korea, hav...

PANJIVA RESEARCH is a service provided by Panjiva, Inc. ("Panjiva") to relevant global subscribers, and are deemed to be Panjiva "Services" subject to the Panjiva Terms & Conditions of Use. Information contained within or made available via the Services is for informational purposes only and nothing in the Services shall constitute or be construed as an offering of financial instruments, or as investment advice or recommendations by Panjiva, Inc. or its affiliates of an investment strategy or whether to "buy", "sell" or "hold" an investment. The Services may include views and commentary about customers of Panjiva. No aspect of the Services is based on consideration of your individual circumstances, and you should determine on your own whether you agree with the information contained within or made available via the Services. Employees involved in Panjiva Research may hold positions in securities analyzed or discussed in the Services. Panjiva does not make any express or implied warranties, representations, endorsements or conditions with respect to the Services and the information contained within or made available via the Services, including without limitation, warranties as to the usefulness, completeness, accuracy, currentness, reliability or sufficiency of any information (including, without limitation, conclusions, statements, opinions, estimates, forecasts or projections of any kind) and expressly disclaims any implied warranties. Neither this disclaimer nor any of its contents may be forwarded or redistributed without the prior written consent of Panjiva. © 2019 Panjiva, Inc. All Rights Reserved.