All this has to do with the AUTO INDUSTRY.... well or parts of it.

One of the companies is a steel plant that produces rolled steel and iron ore pellets.  Which even prior to Trumps tariffs were planning to lay off some workers because autos were not selling.  Same with the Truck assembly plant mentioned.

So the article is throwing up false flags.  Much like many others about the tariffs.  Price increases and what not.  I mean companies immediately increased prices even though tariffs never even kicked in.  YEAH THAT HAPPENED.  

Many industries were planning layoffs prior to Trumps tariffs.  But they are using tariffs are the "excuse" because of the timing.  It is easy to use and why not.... push blame onto others is the "American Way" or "big business".  Especially in the steel/auto industry.   Remember UAW were negotiating contracts, vehicles were moving towards GREEN, Trucks were being force to move towards "green", iron ore mining was getting shut down in many areas (NORTHERN MN was one area), etc.   All under the previous administrations GREEN push (some of that was getting reworked prior to Trump).  But many layoff, contract renegotiations, etc were all happening prior to Trump coming into office and his tariffs.

So many of these articles and what not are false flags.  Plus they like to use the words..... COULD which is speculation.  They have no clue.  

Many libs live only in the moment and don't really many of the negative things that will happen this year were already "brewing" during the Biden presidency.  

REALLY.....

So for 4 years is was ALL TRUMPS FAULT... got it.    Trump was in office for less than 2 months.... ALL TRUMPS FAULT.

Egg prices... was Trumps fault... even though bird flu hit under Biden causing killing of egg producing chickens. Which take about 6-10 months to get from chick to full production again.  THAT IS WHY EGG PRICES WENT HIGH.   That wasn't Bidens fault either.

Just like Beef prices right now.   It was cause because of drought conditions last summer in ranch country and ranchers killed off herds or sold them before they got up to market weight (roughly 1200 lbs).  So now we are in short supply of those.  So we will be in short supply for about 12-18 months.  Until the next round of calves get up to weight.  Again.... not Biden's fault.

So again....

I was never blaming BIDEN.  I said it was in the works prior to Trump and tariffs.  WAKE THE FUCK UP.  They are using "tariffs" as the boogeyman as an excuse.  

UAW negotiations (increase in costs).   Also their "truck line" RAM was the main one dragging them down.  Out of all of the 3 major "TRUCK" makers (RAM/DOGE, Ford, Chevy) in 2024/2025 Ram was averaging 110 days to sell a new vehicle where the other two was about 40 days.  RAM was having issues with transmissions.  They built a brand new motor and their old transmission couldn't handle the power and they just recently fix it (supposably).  Jeep was doing OK but it was the TRUCK LINE that was killing them.   So add in recalls and fixing warranty on the transmissions, new trucks sitting on lots 3 times longer than competition.  YEAH of course you will lose billions.... also DODGE jumped into the EV more than others and when those are not selling... that hurts too.

So the last part about the EV you can possibly blame Trump.

You again are MISSING KEY THINGS.....

UAW negotiations hurts ALL (FORD, GM, DOGE, ETC),  FORD also went all in on the F150 Lightning and they are SITTING (sitting inventory is a "LOSS"), GM and Ford are talking PROFITS... so those are expected sales.  When inventory is sitting that is what happens.  People are not "pre-ordering" like they were prior.  If you notice there are now 0% financing deals coming out more often than before... you know why.... INVENTORY IS SITTING.

Tariffs haven't taken ahold yet or fully taken ahold.  SO THEY CANT BE BLAMED..... yet.  When next April hits... 100% it is tariffs.  You don't think they had steel stockpiled, parts stockpiled, etc.  THEY DID.  

GM/Chevy had over 10,000+ pickups that were sitting that were waiting for a chip for a heated steering wheel last October/November.  Once they got them they hit the market.  It is why this spring Chevy Trucks were $10K cheaper than Fords. So people who were looking for new Chevy/GM bought 2024's not 2025's. The numbers you are posting are for 2025 models.  So of course they will take a hit.  Now they are all 2025 model are priced about the same.  Trust me I have been shopping.  Truck lots have over 100+ trucks sitting on them.  Last year at this time there were only 50 or less.  Sitting inventory is an issue and "projection"... hence the 0% financing, $0 Down, no payments for 90 day type crap.  

These companies are pointing to tariffs as the boogeyman.  WHEN THEY ARE NOT..... yet.   See how I keep saying....YET.  It is too soon.  They have only been effective for about 2 months if that.  Remember Trump halted them... gave them 90 days and what not.  yeah.. that 90 days just expired about a week ago.   SEE HOW THESE FUCKERS ARE LYING.

BTW.... in your numbers and EXPECTED PROFIT LOSSES and talking "tariffs" incurred.   You do know what that mean don't you.   IT MEANS THAT GM, FORD, ETC WILL BE EATING THOSE TARIFFS AND NOT PASSING THEM ONTO THE CONSUMER.  So they will be making less.  Not the record profits that they have been.

Now the production losses can mean two things.... not making as many vehicles and/or firing/layoffs of workers.  Which again is on UAW and the greed they had in the last negotiations.  Just saying... other unions talked about the greed they had and how they were hurting themselves for future negotiations.  

Correct.... and reading comprehension for you...

ALREADY MADE VEHICLES ARE SITTING ON LOTS.... so how is that to be blamed on "tariffs"????  How is tariffing products coming in NOW causing things already made and out on market not to sell?  Please explain?

2025 vehicles are made, 2026's that are made.... all sitting how is that on a "tariff".  If you say... well they have to increase the prices.... THAT IS FUCKING GREED.

They are not getting "PRE ORDERS" like they have prior.  Guess what that isn't on TARIFFS.  That is on economy and people not purchasing new.  But I explained that with GM and how people bought many 2024 models.  Or did you ignore those facts.  

See they are "blaming" tariffs when right now... they can't be.  Vehicles not selling now are not because of tariffs.

THEN I was talking about them saying they will "INCURR" costs.... IE:  Eat the tariffs so they don't make profits.  I thought democrats keep saying companies will be passing the tariffs onto consumers??  Sounds like big auto might be eating them.  

The argument you should be making is "HOW IS THAT GOOD FOR AMERICAN BUSINESS PRESIDENT TRUMP?"  With Big auto eating the tariffs.  If he is "for" USA business to thrive.  That would be a correct argument.  

Again....

It is a "guess" from PRE ORDERS.

Also they can't blame taking "hits" from things not selling on the lot now on TARIFFS.   Those vehicles not selling and sitting on the lots longer than expected (which is in those projections) can't be blamed ON TARIFFS.

I guess you don't fucking understand how "projections" work.  You take what you have on hand and how fast it is selling or not selling.  You take how fast you are getting pre-orders or not getting pre-orders.  Then you extrapolate how that will have a cause/affect on your production.   Then to talk profit.... you also take in wages (increases with union UAW), tariffs, lack or acceleration of production/sales.   So again.... if things are not selling that are sitting now *HURTING PROFIT*, not getting pre-orders *HURTING PROFIT*, not going to produce as many vehicles *HURTING PROFIT*, Wages will go up *HURTING PROFIT*, Projected production decreasing *HURTING PROFIT*, Tariff increase on raw materials *HURTING PROFIT*..... so one out of four things is based DIRECTLY on fucking tariffs (raw materials) production is based on sales.    Now if they had vehicles flying off the lots, increase production, increase in hours, ordering even more materials.... then tariffs would hurt more... because they would increase in EVERYTHING THAT IS COST.

Like I mentioned right now they are using tariffs as a scapegoat because things are not selling, and it is an easy boogeyman.  This way they don't have to blame workers/unions with is a bad look.  They dont have to admit to poor sales (pissing off board members), don't have to "lower prices" drastically... blame tariffs.

You do know that the average base model F150 super crew coming off the plant line costs roughly $25K and the lot price is $55K (average).  Ford sends them to dealers at roughly $35-$40K per Truck from factory based on volume dealers do. FORD makes $12-15K per base model and more per "Custom" pre-orders.  Also I know shipping/deliver costs are sometimes split by Ford and dealer or eaten by Ford... again based on volume of sales.   Same numbers go per other auto companies.  When covid hit and Feds gave away money (Trump included) Auto makers found the money grab of "pre-oders" and loved it.  Lower inventory sitting and can charge more to say it is "custom".  Same with dealers.  Anyways i digress.

I will go back to RIGHT NOW... auto manufactures are using "TARIFFS" as the boogeyman.  With these "projections".  The tariffs haven't been in place long enough to make a difference.  If you can't see it you are blind.  You are falling for their bullshit.  Seriously

If you want to know how I know lots about car trade.... i used to work in it and owned a dealership or two.  CEO's make MILLIONS for a reason at these companies.  They are not stupid and right now they dont want to blame workers for anything to piss off the Unions and create a "strike" atmosphere.  BUT they can use "tariffs" as an excuse if layoffs happen or if they need to cut hours.... OR EVEN SHIFT MORE TOWARDS AUTOMATION AND AI.  They can use "tariffs" to keep prices "HIGH" or inflated and consumers will eat it up.  Why not it is in the news non stop.  

You can keep arguing with me.... But you are honestly WRONG.   It is too early to tell about tariffs.  Yes they are "PROJECTING" but those projections are including vehicles sitting on lots right now that are taking longer than average to sell.  Those projections are including the lack of "pre-orders" compared to last year and its projection not being met".  Those projections are including that they will have to slow down production.  None of that has to do with TARIFFS... that is all SALE BASED.   Now if sales were flying off the lot.... yeah then you can discuss tariffs because you would be purchasing more materials and what not.

Read this article and it basically tells you kind of what I am talking about.  It says to "hold on" from buying a new vehicle.  Because lots are getting more inventory, vehicles are sitting longer on lots, tariffs HAVENT KICKED IN YET, dealers/automakers haven't YET needed to go incentive crazy, or have to lower prices.     But yet you are telling me tariffs are to blame... they are playing the game when if they wanted sales they could be making them. They push these "profit" stories and "PROJECTIONS" as tools... CEO's are not dumb.

In fact, it's a Federal crime to do it. The investing public needs to be able to rely on the statements of public companies to make investment decisions.

You two are fucking IDIOTS and don't want to believe fucking facts in front of you.

 
So you are telling me TARIFFS play a roll in vehicles that were being made or starting to be made in 2024?  Yes 2025 models are started to be made in 2024!!!!!!   what is fucking sitting on lots right now.... 2025 MODELS.  What is not getting PRE-ORDERED.... 2026 models.    So when calculating FUTURE PROFITS.... you take what is not selling or how long it is taking things to sell (longer than in past) and the lack of pre-orders.... that is LOSS OF PROFIT.   You cant blame tariffs if you haven't purchased materials.

 
 What does that have to do with FUCKING TARIFFS?   Answer me that.  

 
Please... I want to see you fucking twist that.   If you say Prices....HOW???  

 
If you look at the link I provided.  Much of the 2025 models should be almost done built by now and prior to tariffs being implemented (all parts ordered).  The pre-order's many started prior to tariffs being kicked in and they should have had parts ordered in anticipation since production would be starting any day now on many models.  PLUS, certain models were ORDERED IN 2024!!!  those are specialty types.  

 
So the lack of "pre-orders" could be blamed on tariffs (but not see below).  BUT with GM who is claiming the biggest "loss" was the one who had all the Trucks/SUV (certain models) sitting waiting for chips for seat/steering wheel warmers for 2024 models.  Once they came in the market got flooded.  Which is why last year GM/Chevy trucks/SUV models were about $10K cheaper than other models and selling like crazy.   NOW chevy buyer dont need new vehicles for those models they got them last year.  THAT IS WHY they are showing the bigger loss.

 
LYING ABOUT PRE-ORDERS AND TARIFFS:  BUT for any pre-orders they should have about 1/2 or more of those materials on hand.  The reason is because that is for their basic push out of 2026 vehicles.  All manufacturing does this. They pre-order materials for the following production line in advance.... at least half of the material needed for the next run.  So you can start right up and not be waiting for materials.  SO AGAIN..... TARIFFS DID NOT HIT THOSE MATERIALS..... yet.    

 
Now you will say... well they are pricing things because of the tariffs.... well, are they being GREEDY???   15% tariffs on materials on $25K truck off the production line is $3750 in cost to Ford....Does that mean you raise the price of that truck $10K... let that sink in. (also that $25K cost isn't all materials)

 
I literally purchased a vehicle yesterday.  Talking with salesman, managers, etc.   Asked them if tariffs are hurting business.  THEY SAID NO.  They said it was a slow spring for selling vehicles and just like I have been saying vehicles have been staying on the lot for about 2 weeks longer than average (this was a ford dealership).   They do anticipate prices to go up.  When good years vehicles average 45-60 days or less on a lot has been what has happened the past 8 years or so.  Now you add two weeks... THAT IS HUGE FOR PROJECTING PROFITS and especially if they see a trend of 3 weeks or more.  That is MILLIONS OF PROJECTED PROFITS.   Which has nothing to do with TARIFFS for vehicles that are already produced sitting on lots or sitting in Detroit ready to be shipped.

 
They are just pointing to Tariffs because it is easy to blame.   Dont be blind to things.   Like I stated tariffs COULD be an issue.  Time will tell.  But most of these "TRUMP TARIFFS" haven't been in effect for a month.  Remember they pushed them back and them back again.

You have put up a TON of verbiage but I have yet to see any government in decades charge any public company for mis-stating the business conditions that led to their quarterly (or yearly) results.
Maybe we should see what happens. Any government willing to go after the Chair of the Fed would probably be willing to go after GM, especially on the tariffs issue, which Trump continually misrepresents.

You were the fucking idiot who said it is ILLEGAL.

 
I am stating that you and Snow are idiots if you think any fucking tariffs right now have any impact on anything.

 
They have been in place for less than a month for almost ALL INDUSTRIES.   They have not been on long enough to do any damage at all.    

 
I have shown proof, facts, etc.  BUT IDIOTS LIKE YOU AND OTHERS CANT GET IT THRU YOUR SKULL.

 
I thought Dem's, Liberals, etc.   Were against big corporations.   They are EVIL and TAX THEM and what not.  Yet now you are taking their WORD as gospel.  When in fact I literal disproved it over and over and over.  

 
I could honestly care less what anyone political beliefs are.  But I hate when people are blindly stupid and when presented facts are still blindly stupid.   ESPECIALLY WHEN IT IS FINANCE TYPE STUFF.

 
I keep saying that tariffs can or could be an issue.... but it is too early to tell.   These "PROJECTS" that these auto giants are saying and blaming on tariffs is a false flag.  OR the articles and media reporting on them is only taking a snippet and running with it.   JUST LIKE I POINTED OUT.    When 2024 and 2025 vehicle are sitting on lots right now that have been produced and made.  That are not selling.....guess what dealers are not ordering any more vehicles to have them sit on lots when they can't sell the inventory on hand.  That isn't because of tariffs.

Here is a long list of companies that have been heavily penalized for making mis-statements about their earnings, or claiming losses or charges (like tariffs) incorrectly.
I never said no one does it, simply that it's illegal. And I was right.
You incorrectly assumed I disagreed with all your statements about the impact of tariffs.
Then you went off on a scream-fest.