Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

fuelarc.com

Post reply on HN
Print view View original

591–600 of 728 posts

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#591

Post by chiph »

AlotOfReading wrote: post #123

I'm not sure even Tesla unambiguously qualifies here. Looking at the NHTSA part 583 list for 2025 [0], none of the Tesla vehicles have a "US" content higher than 75% (which I think includes Canada?). The highest is the base Kia EV6 at 80%. This seems to be coming from the Kogod manufacturing index. That's a more qualitative ranking that attempts to deal with things like corporate structures rather than just origin li…

I was expecting Hyundai to have a higher domestic content, actually. Culturally, they seem to prefer to be vertically integrated. I would expect something like the Santa Fe (produced in Alabama) to draw nearly all their parts from local partner and related firms (is "chaebol" an anti-trust term in the US?) and not import major parts like BMW does in Greer SC where engines are flown in on cargo 747s from Germany.

I won't say that NAFTA is dead, but supply and production lines were designed with the assumption the parts could cross the borders any number of times without paying duty. The WSJ looked at the Ford 10-speed transmission used in the F-150 and it apparently crosses the Canadian border at least 3 times, paying different duties each time depending on the content (machined aluminum casting, steel planetary gear sets, subassemblies, etc.)

My guess is that by imposing tariffs on Canada and Mexico, the government is intending to block the Chinese firms who are attempting to back-door their way into the US economy by building factories in the traditional maquiladora areas. Bold move, let's see how it plays out.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#592

Post by mlrtime »

watwut wrote: post #451
fallingknife wrote: post #379

Earlier quoted context omitted.

Where are all the other concerned countries stepping in to help since the US has left? Why is the US the only country that is considered responsible for the problems of foreign countries while every other country is given the luxury of focusing only on their domestic affairs?

US was giving less percentage of their GDP on foreign aid the other western countries. Americans consistently overestimate how much is USA helping others.

The US cannot possibly ever win the hearts and minds of the entire population. It is a classic example of "damned if you do and damned if you don't"

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#593

Post by mlrtime »

hsuduebc2 wrote: post #533
bildung wrote: post #513

Earlier quoted context omitted.

> Why should we send $240 million to Zambia? Is it the United States taxpayers' responsibility to treat all of the developing world's problems? If you see someone drowning in the river, and you stand by and are a good swimmer, is it not your responsibility to help? > There will be no aid to Zambia or any other country if we default on that debt. US Foreign Aid was a trivial amount of money buying much soft power arou…

I’m struck by how some still seem unable to grasp the power of soft influence. Africa now has even fewer incentives to side with anyone but China. America’s strength has long rested on its deep alliances and its knack for creating prosperity abroad—but that advantage is eroding fast.

Are you struck at the possibility of a inner-city family on welfare, or poor rural areas thinking that the US should be spending fungible dollars on them and not someone half way across the world?

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#594

Post by somenameforme »

exe34 wrote: post #498
ethbr1 wrote: post #429

Earlier quoted context omitted.

> Given how Amazon tried to start showing the cost of the tariffs on their site, Trump publicly threatened them, and they backed down with hours... The facts: - There was a report that Amazon was going to begin showing prices - Amazon clarified that was for their low-cost Amazon Haul site, not their main one - The White House griped about them at a press briefing - There were reports Trump called Bezos The whole thin…

How do you go from: 1. White House uses machinery of state to force the hand of private enterprise to hide impact of tariffs on prices. 2. Private enterprise acquiesces. to "The whole thing is murky at best"? It's pretty clear fascism to me. From wikipedia (while they are allowed to exist): "centralized autocracy, militarism, forcible suppression of opposition".

Using "the machinery of the state to force private enterprise" is a rather hyperbolic way of describing a phone call. I do agree in general that the government should be much more strongly separated from private enterprise than it is, but a phone call to exert pressure is a ridiculously low standard of governmental pressure, not even just objectively but also what we've seen over the past several years in completely systemic practice.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#595

Post by mlrtime »

WalterBright wrote: post #485
KingMob wrote: post #436

Earlier quoted context omitted.

And the evidence that SpaceX is in the interest of American citizens is...? Neuralink existed for years before Musk. If it weren't him, the researchers would have continued with other investors or govt grants (Trump gutting the NIH recently notwithstanding). Compare this paltry evidence of benefit with the massive damage being done by the Musk-directed DOGE group, and it's clear billionaires being able to use their m…

> And the evidence that SpaceX is in the interest of American citizens is...? Starlink. The one that connected the N Carolina hurricane victims when FEMA failed, and then again in Los Angeles. NASA can now launch missions at 10% of the cost, due to SpaceX. > Neuralink existed for years before Musk. According to Google: "Neuralink, an invasive BCI company with a short-term goal of treating various neurological disorde…

There is nothing to be gained of defending Musks's positive contributions. These people are so locked into their mindset.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#596

Post by porphyra »

chiph wrote: post #591
AlotOfReading wrote: post #123

I'm not sure even Tesla unambiguously qualifies here. Looking at the NHTSA part 583 list for 2025 [0], none of the Tesla vehicles have a "US" content higher than 75% (which I think includes Canada?). The highest is the base Kia EV6 at 80%. This seems to be coming from the Kogod manufacturing index. That's a more qualitative ranking that attempts to deal with things like corporate structures rather than just origin li…

I was expecting Hyundai to have a higher domestic content, actually. Culturally, they seem to prefer to be vertically integrated. I would expect something like the Santa Fe (produced in Alabama) to draw nearly all their parts from local partner and related firms (is "chaebol" an anti-trust term in the US?) and not import major parts like BMW does in Greer SC where engines are flown in on cargo 747s from Germany. I wo…

Tesla also has a strong culture of preferring vertical integration. And most research unambiguously shows that Teslas are the most Anerican-made.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#597

Post by bunderbunder »

pavlov wrote: post #486
XorNot wrote: post #482

Earlier quoted context omitted.

When your platform is "free lunches for school children" no one has to worry about the devastating consequences of someone doing it to you.

Many of these people literally believe that "free lunches for school children" inevitably turns into "those socialists will force me to eat bugs in an Orwellian nightmare". For them, Sweden and North Korea are on the same spectrum of communism and will end up the same.

Meanwhile they somehow don't see wealthy and powerful people using their political connections to enrich themselves by garnering favorable treatment from powerful government officials as an essential part of how things worked in the USSR.

The problem with the saying "those who forget history are doomed to repeat it" is that a lot of people haven't forgotten history; they simply never learned it in the first place.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#598

Post by porphyra »

Suppafly wrote: post #384
AlotOfReading wrote: post #123

I'm not sure even Tesla unambiguously qualifies here. Looking at the NHTSA part 583 list for 2025 [0], none of the Tesla vehicles have a "US" content higher than 75% (which I think includes Canada?). The highest is the base Kia EV6 at 80%. This seems to be coming from the Kogod manufacturing index. That's a more qualitative ranking that attempts to deal with things like corporate structures rather than just origin li…

My immediate assumption was that Tesla lies and probably has more offshore content than most of their competitors.

Interesting assumption, but unfortunately it is a wrong assumption.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#599

Post by 542354234235 »

porphyra wrote: post #596
chiph wrote: post #591

Earlier quoted context omitted.

I was expecting Hyundai to have a higher domestic content, actually. Culturally, they seem to prefer to be vertically integrated. I would expect something like the Santa Fe (produced in Alabama) to draw nearly all their parts from local partner and related firms (is "chaebol" an anti-trust term in the US?) and not import major parts like BMW does in Greer SC where engines are flown in on cargo 747s from Germany. I wo…

Tesla also has a strong culture of preferring vertical integration. And most research unambiguously shows that Teslas are the most Anerican-made.

Source? OP comment has actual numbers and sourcing, so to state otherwise needs more than taking your word for it.

Re: Only Teslas exempt from new auto tariffs thanks to 85% domestic content rule

#600

Post by gadders »

Qwertious wrote: post #578
gadders wrote: post #526

Earlier quoted context omitted.

>>American labor is low quality and high cost. American Labor will never be cheaper than virtual slave labor.

There are more than those two categories - for example, Europe exists. So does Canada.

I would be surprised if there were any meaningful differences between American, European and Canadian labour.
Post reply on HN