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Ford Warns Dealers of Price Increases as Trump Tariffs Reshape Auto Market

The automaker anticipates MSRP hikes on May production vehicles, with impacts expected in June, while the White House considers limited tariff exemptions.

SUVs sit on display at a Ford dealership Friday, April 4, 2025, in Las Vegas.
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Overview

  • Ford has informed dealers that it expects to raise vehicle prices starting with May production, citing the impact of the Trump administration's 25% tariffs on imported cars and planned auto-parts duties.
  • President Trump's tariffs on imported vehicles took effect on April 3, with additional 25% duties on auto parts scheduled for May 3, initially exempting USMCA-compliant components.
  • Industry experts warn that the tariffs could increase vehicle costs by thousands of dollars, limit supply, and disproportionately affect entry-level models, 90% of which are imported.
  • Ford's 'From America, For America' discount program, offering employee pricing to all U.S. consumers, will run through June 2 to mitigate short-term impacts on sales.
  • The White House has signaled it is exploring exemptions for U.S. manufacturers to ease tariff pressures, though no concrete policy changes have been announced yet.