The Trump administration has dynamited the few bridges that were still standing with the old continent. The Republican president has gone into the blanket to the head with the sole of “making America big again.” The decision fully affects the German car market, the main community market, which is the one that most exports to the United States. The three German manufacturers, the Volkswagen Group, the Mercedes-Benz group and the BMW Group, will suffer, to a greater or lesser extent, the consequences of the tariff increase.
The most dependent consortium in the United States is Mercedes-Benz. The Stuttgart -based group almost a third of its business to the second largest market in the world, behind China. The conglomerate, owner of the homonymous brand and the SMART teaching – equal parts with the Chinese Geely group – entered a total of 41,186 million euros in the United States in 2024, which meant an increase of 15% in the interannual comparison and 29.8% of the total business number of the star group. The Mercedes-Benz Group commercialized 374,101 vehicles in the United States last year, in line with 2023 Now, this guarism is equivalent to 15.6% of the total deliveries of the German conglomerate. Despite this situation, the Consortium led by Ola Källenius would be less affected than its compatriots when dealing with the new rates imposed by the Trump administration. Of the total vehicles marketed in the United States, 30.6% of them occur in Yankee territory and the rest arrive through imports.
Behind is the Volkswagen Group. The German car giant achieved last year a turnover in the United States of 67,712 million euros, which means equating the business figure achieved the previous year and 20.8% of the total that the consortium consisting of Wolfsburg headquarters enters. Because of its size and the number of teachings that it brings together, the Volkswagen Group is the consortium that markets more vehicles in the United States. In total, the conglomerate led by Oliver Blume commercialized 727,119 vehicles in the second largest market in the world last year, 2% more compared to the previous year and 8% of the total sales of the group. With regard to tourism deliveries, the Volkswagen Group enrolled 658,314 units, 2.9% more compared to 2023 and 68.4% of the total units marketed in the North American region. The decrease occurred in the deliveries of commercial vehicles. In this market segment, the German car giant delivered a total of 68,805 units, 6.4% less in the interannual comparison and 72.3% of the total units marketed in North America. Porschethe luxury firm of the Volkswagen group achieved record deliveries of 76,167 units in the United States, a 1% rise in the interannual comparison, but these will be taxed with a 25% tariff from next April 3.
The BMW group It is the least dependent on the American business of the three, but the one with a higher market share in sales. The Bavarian consortium reduced its income in the United States by 15% in the year -on -year comparison, until it placed it at 27,048 million euros. This Guarismo represents 18.9% of the total income of the Bavarian conglomerate. Now, the BMW group kept deliveries year after year in the United States, until they are placed at 397,652 vehicles. This figure is equivalent to the fact that 16.2% of the total BMW group deliveries during the last year.
Germany and US: a business that moves 44.7 billion in the car
The German automobile industry association (VDA) called “the tariff rise announced by Trump last Monday night. “The tariffs, whose entry into force is scheduled for April 3, involves a significant burden for companies and for global supply chains, closely interrelated, of the automotive industry, with negative consequences, especially for consumers, including those of North America,” said the employer. The total volume of trade of automotive products between Germany and the US in 2024 amounted to 44.7 billion euros. German exports reached a value of 36.8 billion, while imports reached 7.9 billion euros.
In addition, the German car industry employs 138,000 workers in the United States. Of the total, 48,000 are employed by automobile manufacturers and another 90,000 work for German providers in Yankee territory. The employer stressed that “in 2024, German manufacturers produced more than 844,000 vehicles in the US, of which approximately half were exported to everyone.”
Last year, A total of 136,000 US cars were exported to Germany worth 6,700 million euros. This places cars made in the US in third place in German import statistics, in terms of value, behind the Czech Republic and Spain. In 2024, the US exported 233,600 vehicles for more than 10,000 million euros to the European Union.
In the Spanish case, from the manufacturers’ employer (ANFAC), they said yesterday that “From Spain no vehicle was exported to the US in 2024 and everything indicates that in 2025 we continue along this line. Therefore, the affectation would be very limited in this sense for the Spanish automotive factories. “However, the mandamases of the homeland industry rejected the protectionist measures announced by Trump.” No commercial battle benefits the consumer or the industry, of any of the affected parts, “they pointed out from ANFAC.
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