
General Motors, one of the so-called Big Three automakers, along with Stellantis and Ford, is widely expected to be the most exposed to the forthcoming auto tariffs. Stellantis, whose brands include Jeep, Chrysler, Dodge and Ram, among others makes between 73%-75% of vehicles for sale in the U.S. stateside.
Ford is among the car companies better positioned to weather the tariffs as 80% of its vehicles are manufactured in the U.S.
Japanese automakers Toyota and Honda export a large number of vehicles and auto parts from Japan to the U.S., which represents a sizable market for the companies. The same goes for South Korean automakers Hyundai and Kia.