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Ford, GM, and Stellantis hate the Japan trade deal that the White House calls a “historic win for American automakers”

The White House is calling its trade deal with Japan “a historic win for American automakers.” American automakers would beg to differ.

A trade group representing Ford, GM, and Stellantis criticized the agreement, which sets tariffs on auto imports from Japan at 15%. (Levies on auto imports from Canada and Mexico remain 25%.)

Matt Blunt, president of the American Automotive Policy Council, said that the group is still in the process of reviewing the deal but that “any deal that charges a lower tariff for Japanese imports with virtually no US content than the tariff imposed on North American built vehicles with high US content is a bad deal for U.S. industry and U.S. auto workers.”

The US auto industry was similarly frustrated back in May, when the Trump administration struck a deal that lowered the tariff rate on UK vehicles to 10%.

Japanese automakers have largely eaten the brunt of President Trump’s tariffs in order to avoid raising prices in the US market. That strategy appears to have paid off for them.

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US plane maker Boeing delivered 44 jets in November, marking a 17% dip from October but a drastic recovery from its 13 deliveries in the same month last year amid its machinists’ strike.

Boeing, which closed its $4.7 billion acquisition of key supplier Spirit AeroSystems on Monday, has delivered 537 jets year to date in 2025, significantly ahead of the 348 it delivered last year. Earlier this month, the company said its recovery was “in full force” and it expects positive free cash flow in 2026.

European rival Airbus expanded its annual delivery lead in the month, handing 72 jets over to customers. The manufacturer has made 657 deliveries on the year so far, but recently cut its annual delivery target to 790 from 820 due to quality issues.

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