Could Trump’s Auto Tariffs Benefit Mexico?

Category: GAI
Published: 2025-07-01
Could Trump’s Auto Tariffs Benefit Mexico?

GlobalAutoIndustry.com’s latest Audio Interview “Could Trump’s Auto Tariffs Benefit Mexico?” with Ron Hesse features Stephan Keese. Mr. Keese joined Roland Berger in 2001, and is the Managing Partner for North America and Head of the Industrials practice for the Americas region. He has advised leading global players on growth and market entry strategies, sales and distribution strategies, cost reduction, and restructuring. Prior to joining Roland Berger, he worked with leading automotive and industrial groups around the world. Stephan studied Industrial Engineering at the University of Karlsruhe, in Germany, and holds an MBA from Georgetown University in the US.

In the 12-minute Audio Interview, Mr. Keese discusses these questions:

  • How are automakers balancing the pressure to reshore production with the clear cost advantages of manufacturing in Mexico?
  • What are the real economic risks if U.S. policies force a rapid shift away from North American integration in auto manufacturing?
  • Do current U.S. tariffs and localization policies adequately reflect how integrated and complex the automotive supply chain really is?
  • Even with tariffs in place, why do you believe Mexico will remain a cornerstone of North American vehicle production over the next decade?