Tariff Uncertainty, Export Downturn Dog Fortunes of Japanese Automakers — Panjiva
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Tariff Uncertainty, Export Downturn Dog Fortunes of Japanese Automakers

Cons. Discr. - Autos 756 Japan 441 Tariffs 1452 Trade Deals 763 U.S. 3834

The big seven Japanese automakers faced a reversal of fortunes in October after exports of completed vehicles from Japan fell 3.7% year over year in October, reversing a 5.2% expansion in 3Q. That’s partly down to a 24.0% slide in exports by Subaru due to disruptions at a parts supplier. Toyota and Nissan did best with a 4.9% and 14.3% rise in exports respectively. Regulatory uncertainty persists in the U.S. despite the “mini deal” trade agreement with the unknown status of U.S. section 232 tariffs and the full Japan-U.S. trade deal negotiations set to continue through January 2020. A mi...

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