Whalesbook
So, US President ne announce kiya hai ki EU cars pe ab 25% ka tariff lagega. Reason? Trump ji ka kehna hai ki EU ne trade agreement ki baat nahi mani. Isse America mein auto manufacturing ko boost milega, yeh unka plan hai. Par yeh kaam thoda controversial hai kyunki recently Supreme Court ne bhi bola tha ki President ka aise tariffs lagane ka authority pe sawaal uthaya tha. Toh legal side pe bhi thodi pakda pakdi ho sakti hai.
Ab Europe kya kar raha hai? EU ne US ke saath chal rahi trade talks ko filhaal hold pe rakh diya hai. Woh US se clarification maang rahe hain, kyunki yeh tariff hike Europe ki economy ke liye achha nahi hai jo pehle se hi energy prices aur inflation se pareshan chal rahi hai.
European automakers ki toh already band baj chuki hai. Fitch Ratings ne bola hai ki 2026 mein global auto market ka outlook 'deteriorating' hai. S&P Eurozone Automotive & Electric Vehicles Index toh pichhle saal 13.31% gir chuka hai. Aur upar se, energy prices aur 3% Eurozone inflation ke karan, logo ka kharch karne ka mann kam ho raha hai. Competition bhi Chinese makers se badh raha hai aur EV pe shift ho raha hai jo kam profit wale hain.
America mein bhi situation mixed hai. Cox Automotive expect kar raha hai ki 2026 mein US mein new vehicle sales 2.4% gir kar 15.8 million ho jayengi. Domestic manufacturing mein $100 billion se zyada ka investment hua hai. Tesla ka market cap $1.3 trillion se upar hai aur General Motors ka stock pichhle saal 65.03% bhaga hai.
Sabse badi chinta legal side ki hai. Supreme Court ka February 2026 ka decision President ke authority pe sawaal uthata hai. US administration alag legal routes try kar raha hai, par courts mein case hone ka risk hai. Aur Europe ke liye toh ye tariffs aur bhi nuksaan de sakte hain, kyunki US mein export kam ho jayega. Barclays wale keh rahe hain ki European car stocks gir sakte hain. Risk ye bhi hai ki EU bhi badla le sakta hai, jisse supply chains disturb ho sakti hain.
Overall, European auto industry ke liye 2026 tough hone wala hai. Sales thodi badh sakti hain, par profit margins girne ki poori poori sambhavna hai. Trade tensions, economic pressure, aur competition ke beech European car stocks vulnerable lag rahe hain.