The potential 50% tariff on Canadian vehicles in 2027 must be a planning nightmare for all the automakers. Do you close all your Canadian plants? Do you gamble the tariffs won’t take effect? Makes even short term planning such a crap shoot.
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Those jobs will go to America or Mexico, if they play nice.
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There’s going to be a taco well before these decisions have to be made. Notice how the market had no reaction to the trade war
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Are you saying there are empty assembly lines just waiting for cars to pop in to build? If not things don’t turn on a dime, especially with Taco Tuesday popping up every few weeks.
that’s not how the real world works.
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In reality, a lot of this will be undone in 2029 imo. You can’t completely plan new supply chains and be up and running in 6 months, this takes years, and when the odds heavily favor it being undone, incredibly high construction and manufacturing costs, I think the Autos sit on their hands for now.
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Yup. No serious business will be making long term capital investments plans during this administration, they don’t know what will happening next week year alone 2 years time!
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Well many of us know this, but many don’t, and therefore find ourselves in this position.
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You have recency bias. It’s like people who say mortgage rates are at an all time high. No they’re not, they’re actually still low by historical standards. But everyone is comparing todays’ 6% to the 2.5% of 2020. People forget or never knew that pre 2000 6% was unheard of and between 2000 and 2010 5-6% was normal. It’s only in the 2010s and the era of ZIRP that sub 5% became a thing.
Are there $50/mo deals on EVs like we had a couple of years ago? No. But that was a once in a lifetime aberration just like the 2.5% mortgage.
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How was the price in 2010? 
I think part of the problem is that no one here under the age of 55 has real experience with inflation. The numbers you are citing are what should happen when $100 in July 2019 is equal to $130 today. Reasonable to expect prices should be 30% higher. Most of us here have just never experienced that before so it is particularly shocking.
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That’s also like people discussing the current mortgage rates as being normal, yet dismissing the other large part of the picture lol. Look at median income in comparison with median house prices and how that has transpired over the past 40-50 years. The last time we saw this sort of misalignment was in '05-'07 right before shit hit the fan.
The difference now is even greater than ever before.
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30% is delulu. Closer to ~80% which just about tracks with the national debt increase.
That means that for the same dollar leasing today is in some cases cheaper than it was 7 years ago. 
Exactly, my starter 1200 sq feet twin house was $150k when I bought it in 2014. It’s now selling for $400k and rent out for $2500/month. A recent graduate will not be able to afford that house now with their starting salary.
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Aaaahctkchually housing is cheaper today compared to 40 years ago, adjusting for interest rates.
1986:
Median HH income was $24,900, median home price was $92K, median 30 year mortgage was 10.39%. To buy the median home with the median mortgage, it would cost $834/mo, which was 40% of gross HH income.
2026:
Median HH income is $86K, median home price is $440K median mortgage is 6.6%. A mortgage payment for the median home, at the median rate is $2,812 which is 39% of gross income.
I kept this single and ignored PMI, taxes, etc. Just pointing out the “good old days” when housing was oh so cheap, wasn’t that cheap after all.
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Gov subsidized EV leases are gone, simple as that.
ICE leases really haven’t change much over last few years.
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Recency bias is real. People just gloss over the fact inflation was over 9% 4 years.
Hopefully there’s some sub $400/mo deals in 2 years when I need something, I don’t think I’ve paid over $325/mo for a lease ever, I’m cheap! 
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turbo gt with weissach, pts, and manthey can be over 350k 
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Every current 911 customer is subsidizing Porsche $3.9 billion write-down from failed EV transition.
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