On the Dash: Tariff changes could affect vehicle pricing, incentives and model profitability across competing brands. Ford and GM’s different supply chains could create uneven cost pressures across their vehicle lineups. USMCA negotiations remain critical to North American vehicle production and dealer inventory costs. Ford and GM are presenting a united front regarding the need to protect North American auto production. However, behind the scenes, the two automakers are advocating for trade policies that cater to their distinct manufacturing operations. Their differing tariff priorities highlight the increasingly divergent supply chains and production strategies between them. While Ford is pushing for higher tariffs on vehicles imported from South Korea, GM produces…
