According to The Kobeissi Letter, new tariffs will affect both cars and car parts imported into the US. This policy implies that simply assembling vehicles in the US is insufficient; the parts must also be manufactured domestically to be considered tariff-free. This is crucial for trading strategies in the automotive sector, as it may affect the cost structure and pricing of imported vehicles and parts (source: The Kobeissi Letter).

According to The Kobeissi Letter, new US tariffs will affect both cars and car parts imported into the country. For vehicles to be considered tariff-free, all components must be produced domestically, not just assembled in the US. This change is critical for automakers and investors to consider as it impacts cost structures and supply chain decisions.