The wait begins...

[Klaus]

I trust in President Trump and believe in him. That said my wife might have to change her desires for European SUV’s because I will never pay any extra 25% tariffs so we may go American made in the future.
We just got a new vehicle in 24 and she keeps her cars a while so it’ll be a wait and see.
Maybe a Cadillac or Lincoln??
Or stick to European? With no additional tariffs of course.

Sounds like someone is getting a new Tesla

 

[BrunotheBoxer]

Sounds like someone is getting a new Tesla

Nope. Not for her or I. I respect Elon, just don’t want any Ecars. Ever.

She loves Volvo. We have a XC 90 and it’s been great for a year. I would buy another. This is our second one. Last one went 200k miles. She’s in finance. Cars are not her thing to buy frequently.
We may not need another car for 7 years or more.

 

[B7BlownSnake]

Where are their engines and transmissions assembled?

Yep, just saw that, tariffs will apply to assemblies and parts but at a later date. I need to read up on all the details.

 

[JPKII]

I can attest to the long game of tariffs. Our Industrial Automation business is on fire right now. From primary metals (rolling), secondary metals (slitting/forming/tension leveling), metal recycling (car shredders), building products (asphalt shingles, cement), converting, etc.

All of it; we are seeing a huge increase in RFQs. Our customers are installing new machines to increase capacity or modifying existing machines to expand capacity/capability. All of it means we are able to employ more people. This effect is absolutely real. Its gonna be painful and it's gonna take time.

The only vertical we see idling at the moment is oil and gas. We serve the stimulation and mid-stream markets. We don't do much with drilling, production, or refinement.

2025 is going to be a stellar year. 2026 is going to be record setting. Most of our markets sit right at the beginning of the respective manufacturing cycle. So our swings usually precede finished product by 12-18 months.

 

[DSG2003Mach1]

Its gonna be painful and it's gonna take time.

which is why it seems like this should be ramped in - escalating the % over time in my uneducated opinion.

 

[Tob]

If this really comes to pass, it will crush the domestics OEM's for a long time.

I disagree. The domestics will do everything they can to compete, that's why they moved certain production to Canada in the first place. They are scrambling to move production. Short term spikes are expected but production WILL move.

 

[13COBRA]

I disagree. The domestics will do everything they can to compete, that's why they moved certain production to Canada in the first place. They are scrambling to move production. Short term spikes are expected but production WILL move.

I agree. Ford specifically have multiple plants that are underproducing compared to what they've done in the past. They'll be able to slide production down and up, fairly quickly.

 

[GTSpartan]

I agree. Ford specifically have multiple plants that are underproducing compared to what they've done in the past. They'll be able to slide production down and up, fairly quickly.

I don't necessarily disagree with you guys, but that means someone is crying wolf then from the OEM's.

 

[specracer]

Sucks that the GTD is wrapped up in this. Multimatic has the capability for small run specialty vehicles. Ford doesn't (or chose not to). NGT Multimatic, Bronco DR Multimatic, MKII, MKIV etc..... even dates back to 05-06 GT and Saleen SSV (with token final assembly at Wixom)

 

[GTSpartan]

Sucks that the GTD is wrapped up in this. Multimatic has the capability for small run specialty vehicles. Ford doesn't (or chose not to). NGT Multimatic, Bronco DR Multimatic, MKII, MKIV etc..... even dates back to 05-06 GT and Saleen SSV (with token final assembly at Wixom)

Has there been anything out of Ford (not covered by NDA lol) how this could impact the GTD? I'd have to imagine that a potential ~$100K increase will impact at least some buyers. Deliveries can't be that far off.

 

[DSG2003Mach1]

Has there been anything out of Ford (not covered by NDA lol) how this could impact the GTD? I'd have to imagine that a potential ~$100K increase will impact at least some buyers. Deliveries can't be that far off.

it'll be interesting to see if they're suddenly sitting on a bunch of unsold units when owners start refusing delivery

 

[biminiLX]

If engine and trans assembly in US could they qualify for any exceptions?
I understand it’s TBD but I was hoping to see delivery this year sooner than later.
Good luck to all guys impacted.
-J

 

[Tob]

I was told recently that no magnesium wheel option for 2025. Not even delayed and delivered later to those those ticked the right boxes but rather no mag wheel period. Is this your understanding Nick?

 

[Tob]

Back testing again...

NÜRBURGRING PROTOTYPES- 2027 BMW M3, MUSTANG GTD, G50 M350i, Mercedes CLS AMG, C63 AMG V8 & MORE!

Disclaimer: All content in this video is created and owned by #statesidesupercars unless stated otherwise. Unauthorized use of copyrighted material is strict...

youtu.be

 

[biminiLX]

Sweet active aero there (and a few scrapes).
-J

 

[Tob]

Jaron Cole (@mustangfanclub) on Threads

Mustang GTD spotted on the Nurburgring, check out those red hot brakes Video by: evox_felix_st180 also shout out to @evo_dom #mustangfanclub

www.threads.net

 

[13COBRA]

I was told recently that no magnesium wheel option for 2025. Not even delayed and delivered later to those those ticked the right boxes but rather no mag wheel period. Is this your understanding Nick?

Correct.

 

[Tob]

 

[SSSSSSSSSSSSVT]

View attachment 1881976

Making ol Henry proud.

 

[Tob]

From the Q1 sales from Ford...