How Trump’s Tariff Chaos Is Rattling Auto Industry: QuickTake

President Donald Trump is betting that tariffs on imports of vehicles and automotive parts will bring more manufacturing to US shores.

But realizing that ambition rests on a major overhaul of the globally integrated supply chains the auto industry has spent decades fine-tuning. Cars aren’t single-origin products like coffee. They’re made up of tens of thousands of components — from transmissions to alternators to individual springs — that are sourced from all over the world.

Shifting production of more of those parts to the US would be an expensive transition for carmakers. American consumers would likely feel the pain too, ...