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US automakers between tariffs, electric cars and autonomy

American carmakers face a decisive phase: trade costs, the electric transition and new technologies require strategic choices.

10 October 2026 1 min read 2 views

The US automotive industry is facing a challenge on several fronts. Tariffs may raise the cost of components and vehicles, while global competition is pushing manufacturers to accelerate their electric-car strategies.

Autonomous driving makes the picture even more complex, as it requires major investment and a long path to practical results. American brands will need to balance immediate profitability, innovation and production capacity in an increasingly competitive market, including from foreign rivals.