New US tax/tariff proposals and their impact on the US automotive industry

Roland Berger
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

33
every slide · same image gating as the playbook
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Slide 1
Includes company logo and date/location metadata.front_matter
Open slide detailBeat · Situation & Context
02
summarize
Open slide detailBeat · Situation & Context
03
The slide uses a comparison matrix structure to contrast the effects on two industry segments.summarize
Open slide detailBeat · Situation & Context
04
front_matter
Open slide detailBeat · Situation & Context
05
The letter 'B' is used as a mask for the truck image, consistent with Roland Berger branding.transition
Open slide detailBeat · Problem & Complication
06
summarize
Open slide detailBeat · Problem & Complication
07
The chart displays absolute units in millions and percentage share of total production per year.analyze_data
Open slide detailBeat · Problem & Complication
08
The chart displays annual investment data split by country, with a summary table on the right aggregating data for 2000-2009, 2010-2015, and the total 2000-2015analyze_data
Open slide detailBeat · Problem & Complication
09
The chart shows a shift in production volumes across the three countries for each major automotive manufacturer.analyze_data
Open slide detailBeat · Problem & Complication
10
The slide uses a flow diagram to illustrate trade balance and production metrics for BMW's US operations.illustrate_case
Open slide detailBeat · Evidence & Proof
11
The chart illustrates that the US is a consistent importer, while Mexico is a consistent exporter and Canada is a balanced consumer.analyze_data
Open slide detailBeat · Evidence & Proof
12
The slide uses a central map with arrows representing trade flows. It includes a 'Global Statistics' sidebar with specific import/export metrics.establish_context
Open slide detailBeat · Evidence & Proof
13
The slide uses a stacked bar chart to show production volume by country and a table to show profitability per segment for Ford and GM.quantify_impact
Open slide detailBeat · Evidence & Proof
14
The slide uses a table to decompose the cost advantage into labor, parts, transportation, and tariffs.quantify_impact
Open slide detailBeat · Evidence & Proof
15
The chart uses an indexed scale (1987=100).analyze_data
Open slide detailBeat · Evidence & Proof
16
The slide uses dual-axis line charts to show the divergence between employment (grey) and production (blue) over time.analyze_data
Open slide detailBeat · Evidence & Proof
17
The slide uses a split-period analysis (pre-recession vs post-recession) to contrast employment trends.analyze_data
Open slide detailBeat · Impact & Next Steps
18
transition
Open slide detailBeat · Impact & Next Steps
19
summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
20
The table uses a bracketed grouping system to categorize tax policies into 'Taxes', 'Tax rates', and 'Deductions, credits & others'.compare_options
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
21
The chart illustrates the vulnerability of different US manufacturing sectors to import-related policy changes.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
22
The table demonstrates how corporate profitability erodes if the tax burden is not shifted to consumers.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
23
Illustrates the impact of the Destination-Based Cash Flow Tax (DBCFT) on an importer's P&L.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
24
The slide uses a table to show the delta in household spending across 14 categories under two different policy scenarios.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
25
The table compares the current system against two proposed tax plans, highlighting the net effect on household free cash flow.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
26
transition
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
27
quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
28
The table shows total import values and per-car costs, highlighting the additional cost burden for two different policy scenarios.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
29
The slide uses a table to contrast two policy scenarios against a 2015 benchmark cost.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
30
The slide compares baseline 2015 import costs against two policy scenarios, showing absolute dollar increases and percentage impacts.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
31
The slide uses a table to break down cost increases by content origin (US, Mexico, China, ROW) under two different policy scenarios.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
32
The slide uses a combination of a line chart and a data table to show the delta in profitability across different OEM segments.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
33
front_matter
Open slide detailBeat · Impact & Next Steps