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Policy proposals that raise costs or constrain sourcing can compress auto margins; Ford's profitability could be pressured if negotiations tighten rules or raise duties. Similar past policy shifts (tariff changes) have caused stock volatility and margin adjustments in auto peers.
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Detroit's automakers plan to tell the Trump administration that revised NA trade deal proposals could cost the companies billions and hurt competitiveness with foreign rivals. The push underscores policy risk to auto-sector costs and margins, with potential implications for Ford's near-term outlook if policy changes translate into higher duties or tighter sourcing rules.
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