By A confidential Ford Motor Company assessment obtained by CNBC reveals catastrophic scenarios for the auto industry under proposed Trump tariffs:
Leaked Report Findings:
- Cost Breakdown
- Battery packs: +$8,200 (60% tariff on CATL imports)
- Electronics: +$6,500 (steering chips, infotainment)
- Raw materials: +$3,300 (graphite, lithium compounds)
- Production Impacts
- 45-day plant shutdowns at 12 US facilities
- 3-year delay for $25,000 EV models
- 120,000 union job losses projected
Industry Emergency Response:
- Tesla: Fast-tracking Mexican Gigafactory expansion
- GM: $2B parts stockpiling initiative
- Stellantis: Renegotiating Chinese JV terms
Supply Chain Map:
