> a, "99% constructed in Japan, but we attached the wiper blades in the USA" kind of manufacturing move
CDKs would still be hit by the 25% auto tariff (unrelated to the country level tariffs).
It's already been manufactured in Tennessee since 2023, so what's most likely happening is Nissan will stop shipping parts from Japan and rely solely on their NAM supply chain.
> Is that actually feasible or just marketing copy
Most likely depends on scale. Most firms at Nissan size began building redundancy plans during COVID due to supply chain instability.
I guess I am pre-disposed to believe there might be clever ways around it. I thought Ford was caught doing cute things to avoid the chicken tax by converting vans to trucks.
> I thought Ford was caught doing cute things to avoid the chicken tax by converting vans to trucks
Regulators don't take kindly to those kinds of shenanigans.
Ford had to pay $365M in fines [0] for that stunt (which is around 6% of their yearly net income - painful in a low margins industry like car manufacturing).
Volkswagen tried something similar in India as well and now needs to pay $2.5-3 Billion (17% of their year net income) as a result.
CDKs would still be hit by the 25% auto tariff (unrelated to the country level tariffs).
It's already been manufactured in Tennessee since 2023, so what's most likely happening is Nissan will stop shipping parts from Japan and rely solely on their NAM supply chain.
> Is that actually feasible or just marketing copy
Most likely depends on scale. Most firms at Nissan size began building redundancy plans during COVID due to supply chain instability.