Ellinghorst: Trade Disruption Is Bad for Auto Industry

The video discusses the impact of protectionism on the auto industry, highlighting the importance of the US market for both Asian and European automakers. It compares the strengths of companies like Toyota and BMW and explores decision-making factors for manufacturing locations, such as labor costs and supply chain efficiency. The video also examines how automakers handle currency fluctuations and the challenges of promoting environmentally friendly cars. Finally, it identifies investment opportunities in the automotive sector, focusing on companies like Volkswagen and Vallejo.

What impact does Trump protectionism have on the automobile industry and jobs in the US?

How do Asian automakers like Toyota compare to European automakers in terms of profitability?

What factors do automakers consider when deciding between setting up plants in Mexico versus the United States?

How do currency fluctuations affect the profits of global automakers?

What challenges do car manufacturers face in pricing environmentally friendly vehicles?