Ford's Mach-E Production in Mexico Faces Challenges Amidst Tariff Disputes and BEV Losses

Ford's decision to manufacture the Mach-E in Mexico, initially under a trade deal, is now challenged by ongoing tariff disputes and losses in the BEV sector. • Ford is currently losing money on BEVs, making the decision to keep Mach-E production in Mexico difficult. • Tariff calculations used by the White House have been criticized for using retail-price elasticity instead of import price-elasticity, potentially inflating tariff outputs. • Japanese automakers have invested approximately $61.6 billion in U.S. manufacturing, employing over 109,000 U.S. workers and producing over 3.2 million vehicles in 2023.