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⁦Mark Gough⁩ ⁦ITV News Central⁩ on more cash for EV chargers in the Midlands, at 5m50s. I pop up at the end. His filming is always a work of art. ⁦Bham Business School⁩ ⁦UK in a Changing Europe⁩ ⁦MidlandsConnect⁩ itv.com/watch/news/cat…

⁦Theo Leggett⁩ ⁦BBC News (UK)⁩ goes for a spin in a driverless ⁦Nissan Leaf⁩. I catch a ride too… ⁦Bham Business School⁩ ⁦UK in a Changing Europe⁩ vimeo.com/1065783169/f4c…

😕 'Huge uncertainty for the industry about the rate of speed of take up' 🚘 UKICE's car industry expert Prof David Bailey reveals why demand for electric vehicles has been slow for Talk👇

Trump auto tariffs - a quick thread. As expected - 25% tariffs on all car imports to the US. This will have a big impact on major auto exporters to the US: Europe (including the UK), Japan, South Korea, Mexico and Canada. UK in a Changing Europe

The UK and EU auto industry was already being squeezed by falling sales in China, stagnant demand in Europe, and slow EV take up. It's a perfect storm for the European auto industry. UK auto already has a low volume crisis with plants operating well below capacity.

Cars are the UK's number one goods export to the US, at £8.3bn in the year to the end of Q3 in 2024, out of around £60bn in total UK exports to the US - or about 14% of UK goods exports to the US. Firms like JLR, Rolls Royce, Bentley, Aston Martin and MINI will be most affected.

The US is the UK's largest auto export market after the EU. There will be a particular impact on the West Midlands region which is the number one exporting region to the US (think JLR & Aston Martin for example) + is also the centre for components going into exported cars.

German brands like Mercedes, BMW and Audi will look to make more cars in the US (all have assembly operations there), which Trump hopes for. They also have Mexican operations, which appear to be caught by the tariffs.

A later White House clarification confirmed that components are also covered by tariffs. This will push up assembly costs in the US given the large amounts of components coming in from Mexico & Canada. US car production will be become more expensive and US car prices will go up.

Tesla’s recent letter to the US govt (unsigned as nobody wanted to be fired) made clear the risks to Tesla from this approach - higher retaliatory tariffs, increased component costs.

Here in the UK, auto firms are operating well below capacity, & in some cases may be pushed below viability levels. The govt’s industrial strategy needs to spell out now how it will help the industry, including immediate short term support to keep plants open. Ben Norman

🚨 TODAY @ 1pm 🚨 📊 UKICE Economics panel Lunch Hour 💸 Unpack the Spring Statement with BBC’s Ben Chu & UKICE’s Anand Menon Jonathan Portes Jill Rutter & Sarah Hall👇 ukandeu.ac.uk/events/ukice-e…

Prepare for 'carmageddon': Trump's tarriffs are a perfect storm for the UK auto industry - ⁦LBC News⁩ blog ⁦UK in a Changing Europe⁩ ⁦Bham Business School⁩ ⁦Unite the union: join a union⁩ ⁦SMMT⁩ lbc.co.uk/opinion/views/…

ICYMI Last night’s Auto Blogs from the Blackstuff by Prof David Bailey on Trump’s Tariff Tornado for the UK car industry. john-clancy.com/blogsfromthebl…

Paul Johnson Polly Toynbee Spot on. Exactly what we found amongst Midlands’ manufacturing firms - burdens of post-Brexit non-tariff barriers proved particularly challenging to smaller firms in manufacturing supply chains. cssjournal UK in a Changing Europe Bham Business School tandfonline.com/doi/10.1080/21…

There are 5.5 million+ small & medium sized enterprises in the UK accounting for 99%+ of firms & employing 16.7m people. Social science research by Prof Ross Brown (University of St Andrews School of Management) has explored the barriers to SME growth & how public policy can support them. acss.org.uk/encouraging-in…

Have you read this blog✍️for our Good Growth Hub by Paul Johnson, Director of Institute for Fiscal Studies, yet? The piece emphasises why growth is essential if we are to improve living standards & cover the costs of vital public services. Read now➡️ acss.org.uk/the-essential-…

🎧 Looking for some weekend listening? 🎧 Tune into the latest episode of The UK in a Changing Europe Podcast with Anand Menon and Constanze Stelzenmüller on European security policy and spending, trans-Atlantic relations and Trump's foreign policy agenda👇 ukandeu.ac.uk/podcasts/nato-…

"Without a clear vision for culture in a post-Brexit context, the UK risks leaving large parts of its creative sector without the support they need to survive." ✍️ Kirsty Warner and Hussein Kassim explore the impact of Brexit on the creative industries ukandeu.ac.uk/how-uk-creativ…