Ford Motor Option Alert: Jan, 2027 $8 Puts at the Bid: 10000 vs 53207 OI

Ford Motor Option Alert: Jan, 2027 $8 Puts at the Bid: 10000 @ $1.08 vs 53207 OI; Ref=$9.435

Ford Motor (NYSE:F) 株価情報

Ford Motor

Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 10% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 68% of 2024 total company revenue. Ford has about 171,000 employees, including about 56,500 UAW employees, and is based in Dearborn, Michigan.

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市場が荒れ模様で不安定な時期には、多くの投資家が利益を出す株に目を向けます。これらはしばしば、フリーキャッシュフローが高く、株主に高い配当を支払っている銘柄であることが多いです。

ウォール街のアナリスト　経済動向を予測

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米自動車大手のGM（ジェネラル・モーターズ）の株価が冴えない。同じく米自動車大手のフォード自動車が第2四半期決算を発表した後に、GMの株価は水曜午後の取引で大きく下落する展開となった。

フォードが第2四半期の業績を発表　GMの株価に影響か

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自動車メーカーが電気自動車（EV）の製造と改良に競っているかのように、ほぼ毎週新たなEVが登場するという感覚が近々する。

電気自動車市場に　新技術を搭載したプロトタイプが追加

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Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) battery supplier Contemporary Amperex Technologies Co. Ltd., plans to raise over $4 billion through a stock listing on Hong Kong's stock exchange.
What Happened: The Chinese battery giant will aim to raise the figure by selling over 117.9 million shares priced at HK$263 ($33.75) on the Hong Kong stock exchange, Reuters reported on Monday.
The report also suggests that the deal could be raised to $5.3 billion if an offer size adjustment and a Greenshoe option are implemented, which essentially allows the underwriters to sell more shares if there is sufficient demand.
This is the biggest listing on the planet so far this year, the report said and the final price for the listing could be announced on or before May 19. The company says it will use the money raised to develop its Hungary manufacturing facility.
Why It Matters: News of the listing comes in as CATL <a href="https://www.benzinga.com/markets/asia/25/02/43613949/tesla-supplier-catl-eyes-5-billion-hong-kong-listing-amid-us-sanctions-market-revival-report">was previously eyeing a listing</a> in Hong Kong worth over $5 billion amid growing U.S.-China trade tensions.
The China-based EV battery manufacturer had also recently taken the wraps off its new battery, which offers <a href="https://www.benzinga.com/markets/25/04/44894382/tesla-battery-supplier-catl-unveils-new-fast-charging-battery-with-323-mile-range-in-five-minutes">over 323 miles of range</a> on a 5-minute charge.
CATL's clients include companies like Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), as well as Volkswagen AG (OTCPK: VLKAF).
Elsewhere, the Chinese EV industry is making headway into other markets throughout the world, with BYD Co.Ltd (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>) having laid out plans to construct a <a href="https://www.benzinga.com/25/04/45097773/satellite-images-put-tesla-rival-byds-hungarian-factory-capable-of-producing-200k-units-annually-in-the-spotlight">factory in Hungary</a> to aid its European strategy. The factory could help BYD produce over 200,000 vehicles annually.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/04/44945220/chinas-geely-announces-it-will-share-battery-safety-patents-safety-lab-with-the-auto-industry">China&#8217;s Geely To Share Battery Safety Patents, Unveils World&#8217;s Largest EV Safety Lab At Shanghai Auto Show</a></li>
</ul>
Image Via Shutterstock

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Tech

BYDDF

BYDDY

TSLA

VLKAF

Tesla Battery Supplier CATL Eyes Over $4B In Hong Kong Listing — Could Become 2025's Biggest IPO Yet

On Sunday, University of Michigan economist Justin Wolfers highlighted the unusual carveouts in the new U.S.-U.K. trade framework, with leading British brands such as Rolls-Royce Plc, Aston Martin, Bentley, and several other high-end automakers effectively dodging the tariffs.
What Happened: During his appearance on Times Radio, Wolfers called the decision &#8220;politically insane,&#8221; arguing that it undermines the administration's stated goal of protecting American workers and reshoring production.
Wolfers finds it amazing that President Donald Trump said &#8220;we've got to give them a break on the Rolls-Royces because they're beautifully made, handcrafted cars,&#8221; since the &#8220;whole point of the tariffs is to bring production to America,&#8221; he says.
See Also: <a href="https://www.benzinga.com/25/05/45341851/ross-gerber-calls-waymos-self-driving-taxis-better-than-human-says-theyre-tough-competition-for-uber-and-tesla">Ross Gerber Calls Google-Backed Waymo&#8217;s Self-Driving Taxis &#8216;Better Than A Human,&#8217; Says They&#8217;re &#8216;Tough Competition&#8217; For Uber And Tesla</a>
&#8220;We have tariffs on bananas, something no American worker is ever going to learn to grow,&#8221; Wolfers said, pointing to similarly inexplicable duties on vanilla and diamonds, which the U.S. can't produce or mine. And yet, &#8220;the one thing we definitely can't do [without] is Rolls-Royces, so that gets a special carveout.&#8221;
Wolfers wonders if &#8220;these people&#8221; just see the parking lot at Mar-a-Lago and think &#8220;well that's what people drive, that will help working and middle class Americans,&#8221; highlighting the absurdity of this move.
Why It Matters: Wolfers has repeatedly criticized the aimless, shifting goalposts and <a href="https://benzinga.com/markets/25/04/45091467/trump-can-either-have-his-cake-or-eat-it-economist-justin-wolfers-calls-out-presidents-fundamental-incoherence-on-trade-deals-and-tariffs">&#8220;fundamentally incoherent&#8221; nature</a> of Trump&#8217;s tariffs. Just a week ago, he stated that Trump can either have a deal or tariff revenue, no both.
Just a day after the &#8220;Liberation Day&#8221; tariffs were unveiled, Wolfers called it &#8220;monstrously destructive,&#8221; and something <a href="https://benzinga.com/markets/equities/25/04/44620423/trumps-sweeping-tariffs-could-cost-us-20-trillion-crash-markets-warn-economists-monstrously-destructive">that would hurt</a> &#8220;working Americans more than anyone else.&#8221;
Automakers General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) have joined in on the criticism of <a href="https://benzinga.com/25/05/45314561/trumps-uk-trade-deal-draws-criticism-from-ford-gm-stellantis-this-hurts-american-automakers-suppliers-and-auto-workers">Trump&#8217;s trade deal</a> with U.K., saying that &#8220;it will now&nbsp;be cheaper to import a&nbsp;U.K. vehicle with very little&nbsp;U.S. content than a USMCA&nbsp;compliant vehicle from Mexico or&nbsp;Canada that is half American&nbsp;parts.&#8221; 
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<iframe loading="lazy" title="‘If I was British I'd be p&#x2A;&#x2A;sed' Trump's UK deal is not the end of the trade war &#x7C; Justin Wolfers" width="500" height="281" src="https://www.youtube.com/embed/171Q2oZBJL4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45341262/trumps-millionaire-tax-more-of-a-symbolic-gesture-than-step-towards-reducing-inequality-warn-experts-its-going-to-give-a-lot-of-republicans-heartburn">Trump&#8217;s Millionaire Tax More Of A Symbolic Gesture Than Step Towards Reducing Inequality, Warn Experts: &#8216;It&#8217;s Going To Give A Lot Of Republicans Heartburn&#8217;</a></li>
</ul>
Image Via Shutterstock

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Economics

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Trump's UK Trade Carveouts Baffles Economist Justin Wolfers: Bentley, Rolls-Royce Exemption Is 'Politically Insane'

A consortium including&nbsp;General Motors&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>),&nbsp;Ford&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), and&nbsp;Stellantis&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) has voiced criticism over President Donald Trump&#8216;s latest trade agreement with the United Kingdom. The group fears the deal could harm the U.S. auto industry.
What Happened: The American Automotive Policy Council, representing the Detroit Three, expressed its apprehensions, stating, &#8220;Under&nbsp;this deal, it will now&nbsp;be cheaper to import a&nbsp;U.K. vehicle with very little&nbsp;U.S. content than a USMCA&nbsp;compliant vehicle from Mexico or&nbsp;Canada that is half American&nbsp;parts. This&nbsp;hurts American automakers, suppliers, and&nbsp;auto workers.&#8221;
The new trade agreement permits British automakers to export up to 100,000 cars to the U.S. annually at a reduced tariff rate of 10%. This figure is almost equivalent to Britain&#8217;s total exports last year and is considerably lower than the 25% tariff imposed on Mexico, Canada, and most other nations, reported Reuters.
The council is concerned that this deal could set a precedent, potentially disadvantaging vehicles assembled in Canada or Mexico in future agreements. The council also expressed hope that &#8220;this&nbsp;preferential access for U.K. vehicles&nbsp;over North American ones does&nbsp;not set a precedent for&nbsp;future negotiations with Asian and&nbsp;European competitors.&#8221;
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45298628/bitcoin-ethereum-xrp-dogecoin-explode-for-double-digit-percentage-gains-after-trump-trade-deal-news" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, XRP, Dogecoin Explode For Double-Digit Percentage Gains After Trump Trade Deal News &#8211; Benzinga</a>
Why It Matters:&nbsp;The U.S.-U.K. trade deal was&nbsp;<a href="https://www.benzinga.com/politics/25/05/45293839/trump-starmer-strike-us-uk-trade-deal-steel-cars-beef">sealed on Wednesday</a>, aiming to cut tariffs, strengthen industrial ties, and secure billions in new market access. 
However, the auto industry has been grappling with tariff uncertainties. Trump eased auto tariff impacts on parts and North American components under USMCA but kept the 25% tariff on imported vehicles, disappointing automakers hoping for broader relief.
&nbsp;<a href="https://www.benzinga.com/markets/25/05/45277938/ford-hikes-prices-of-select-mexico-produced-vehicles-amid-auto-tariff-uncertainty-report">Ford</a>&nbsp;recently hiked prices of select Mexico-produced vehicles, while&nbsp;<a href="https://www.benzinga.com/tech/25/05/45217767/ford-ceo-jim-farley-says-trumps-tariffs-could-cost-ford-1-5-billion-pulls-its-earnings-guidance">CEO Jim Farley warned</a>&nbsp;that Trump&#8217;s tariffs could cost the company $1.5 billion.&nbsp;The company also withdrew its annual earnings forecast, citing uncertainty caused by the Trump administration&#8217;s tariffs.
<a href="https://www.benzinga.com/news/earnings/25/05/45150325/gm-cut-its-2025-forecast-on-tariffs-but-core-business-holds-up-says-goldman-sachs">GM also cut its 2025 forecast</a>&nbsp;due to tariff uncertainties. The auto giant updated its forecast to reflect an expected tariff-related impact of $4 to $5 billion, given the current regulatory and policy landscape.
Ford stock climbed 8.2% over the past month, while General Motors rose 3.52% during the same period. On the other hand, Stellantis fell 2.37% over the past 30 days. 
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/05/45311187/the-picture-of-the-worlds-richest-man-killing-the-worlds-poorest-children-is-not-a-pretty-one-says-bill-gates-sla" target="_blank" rel="noreferrer noopener">Bill Gates Slams Elon Musk Over Abrupt USAID Cuts: &#8216;The Picture Of The World&#8217;s Richest Man Killing The World&#8217;s Poorest&#8230;&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

General

Ford, GM, Stellantis Slam Trump's UK Trade Deal: 'This Hurts American Automakers, Suppliers And Auto Workers'

U.S. stock futures fluctuated between gains and losses on Friday, following a three-day winning streak. Major benchmark index futures were mixed in premarket trading.
The U.S. and U.K.<a href="https://www.benzinga.com/25/05/45293839/trump-starmer-strike-us-uk-trade-deal-steel-cars-beef"> sealed a bilateral trade deal</a>, cutting tariffs, boosting industrial ties, and securing billions in new market access. 
A central component of the trade agreement involves the U.S. significantly reducing tariffs on cars made in the UK, bringing them down from 25% to 10% and establishing an annual quota of 100,000 vehicles.
The U.K. will eliminate tariffs on American-made cars, including those from General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), and expedite their passage through customs.
Meanwhile, the 10-year Treasury bond yielded 4.37% and the two-year bond was at 3.86%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing an 82.9% likelihood of the Federal Reserve keeping the current interest rates unchanged in its June meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.15%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.07%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>0.17%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.23%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, were slightly higher in premarket on Friday. The SPY was up 0.004% to $565.08, while the QQQ advanced 0.17% to $489.10, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Industrials, consumer discretionary, and energy sectors led a<a href="https://www.benzinga.com/news/earnings/25/05/45311238/dow-surges-250-points-after-us-announces-first-trade-deal-investor-sentiment-improves-fear-greed-index-remains-in-greed-zone"> broad market rally on Thursday</a>, propelling U.S. stocks higher. The Dow Jones was bolstered by the Donald Trump administration&#8217;s inaugural major trade agreement with the United Kingdom.
However, the health care and utilities sectors diverged from the positive trend, closing lower.
On the company-specific front, U.S. Foods Holding Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USFD#NYSE">USFD</a>) reported first-quarter earnings that fell short of expectations, while Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>) shares surged by 42% following the company&#8217;s release of better-than-anticipated first-quarter results and an upward revision of its FY25 guidance.
In terms of economic data, U.S. initial jobless claims saw a decline, dropping by 13,000 to 228,000 for the week ending May 3, slightly below market projections. 1 Conversely, U.S. labor productivity in the nonfarm business sector experienced a 0.8% decrease during the first quarter, slightly exceeding the estimated 0.7% drop.
The Dow Jones index advanced 255 points or 0.62% to 41,368.45, whereas the S&amp;P 500 index rose 0.58% to 5,663.94. Nasdaq Composite ended 1.07% higher at 17,928.14, and the small-cap gauge, Russell 2000, climbed 1.85% to 2,026.41.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>1.07%</td>
<td>17,928.14</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.58%</td>
<td>5,663.94</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.62%</td>
<td>41,368.45</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1.85%</td>
<td>2,026.41</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
According to Louis Navellier of Navellier &amp; Associates, &#8220;Tariffs are steering the boat again.&#8221;
He said that Trump&#8217;s announcement of the U.S. striking a comprehensive agreement with the U.K. and Scott Bessent&#8217;s announcement of a meeting in Switzerland with China to discuss tariffs are propelling the market.
&#8220;This helps explain the long recovery rally since the Liberation Day announcement of tariffs on April 2nd. The fear of missing out on favorable agreements being reached has limited the number of sellers,&#8221; he said.
He added, &#8220;The upside story will be that the tariff agreements will result in mutually low tariffs, which should be generally beneficial for U.S. exporters, as Trump has contended all along.&#8221;
He also said that Trump announcing a definitive deal with the U.K. is an &#8220;important first step in reducing tariff fears.&#8221;
Meanwhile, Ed Yardeni or Yardeni Research agreed with the sentiment and added, &#8220;President Donald Trump will need to declare victories in his trade wars with multiple countries around the world sooner rather than later.&#8221;
Yardeni also explained that Trump and his fellow Republicans have to avoid a recession caused by his tariff wars. Otherwise, they risk losing their thin majorities in both houses of Congress later in 2026, as per Yardeni.
&#8220;The correction in the S&amp;P 500 that started on February 19 ended on April 8. The S&amp;P 500 now has regained almost all its losses since the April 2 close, just before it tanked during the Annihilation Days on April 3 and April 4,&#8221; he said.
According to Yardeni, the stock market will soon have &#8220;deals fatigue and tire of Trump&#8217;s declarations of victory.&#8221;
&#8220;We think the trade issue will be behind us by July or August. If so, then the focus should be on how much Trump&#8217;s tariff skirmishes weighed on the economy and earnings. We expect both will remain surprisingly resilient,&#8221; he added.
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How to Trade Futures </a>
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Friday:
<ul class="wp-block-list">
<li>Fed Governor Michael Barr will speak at 5:55 a.m., New York Fed President John Williams will speak at 6:15 a.m., and Fed Governor Adriana Kugler will speak at 6:45 a.m. ET.</li>
</ul>
-Fed Governor Lisa Cook will speak at 6:45 a.m. ET.
<ul class="wp-block-list">
<li>Richmond Fed President Tom Barkin speaks at 8:30 a.m., Fed Governor Christopher Waller and New York Fed President John Williams will speak on a panel at 11:30 a.m. ET.</li>
</ul>
<ul class="wp-block-list">
<li>Fed Governor Michelle Bowman, St. Louis Fed President Alberto Musalem, and Fed Cleveland President Beth Hammack will speak on the panel at 7:45 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul class="wp-block-list">
<li>EchoStar Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SATS#NASDAQ">SATS</a>) fell 3.53% in premarket on Friday as it is expected to report earnings before the opening bell. Analysts expect a quarterly earnings loss of 88 cents per share on the revenue of $3.87 billion.</li>
</ul>
<ul class="wp-block-list">
<li>Plains All American Pipeline LP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAA#NASDAQ">PAA</a>) was up 1.18% as Wall Street expects it to report earnings of 43 cents per share on revenue of $14.26 billion before the opening bell.</li>
</ul>
<ul class="wp-block-list">
<li>LYFT Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) jumped 7.31% after reporting better-than-expected earnings for the first quarter and announcing a $750 million share buyback plan.</li>
</ul>
<ul class="wp-block-list">
<li>Sensata Technologies Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ST#NYSE">ST</a>) rose 9.13% after reporting better-than-expected first-quarter financial results and issuing strong guidance for the second quarter.</li>
</ul>
<ul class="wp-block-list">
<li>Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) dropped 1.26% after reporting worse-than-expected first-quarter financial results. Coinbase reported first-quarter total revenue of $2.03 billion, missing a Street consensus estimate of $2.12 billion.</li>
</ul>
<ul class="wp-block-list">
<li>Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) was 2.20% higher after its April sales surged on the back of rushed orders following the levy of U.S. tariffs.</li>
</ul>
<ul class="wp-block-list">
<li>Twin Vee Powercats Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VEEE#NASDAQ">VEEE</a>) plunged 37.85% after it announced the fundraise of $3 million by pricing its public offering of 750,000 shares of common stock at $4.00 per share.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 1.59% to hover around $60.86 per barrel.
Gold Spot US Dollar rose 0.65% to hover around $3,327.68 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was lower by 0.26% at the 100.3830 level.
Asian markets were mixed on Friday as India's S&amp;P BSE Sensex, South Korea's Kospi, and China&#8217;s CSI 300 index fell. While Japan's Nikkei 225, Australia's ASX 200, and Hong Kong's Hang Seng index rose. European markets were higher in early trade.
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US Stock Futures Flicker Between Gains And Losses After Strong Three-Day Run: 'Tariffs Are Steering The Boat Again,' Says Expert

The U.S. and U.K. sealed a bilateral trade deal Wednesday, cutting tariffs, boosting industrial ties and securing billions <a href="https://www.benzinga.com/topic/tariffs">in new market access</a>. 
The announcement came during a White House press conference where President Donald Trump unveiled the agreement alongside UK Prime Minister Keir Starmer. 
Among the highlights: The U.S. will slash tariffs on UK-made cars, while the U.K. will reduce tariffs on ethanol imported from the U.S. to zero.
See Also: <a href="https://www.benzinga.com/25/05/45278823/over-5-million-americans-set-to-lose-health-coverage-by-2034-amid-proposed-gop-medicaid-cuts-cbo-analysis">Over 5 Million Americans Risk Losing Health Coverage By 2034 Amid Proposed GOP Medicaid Cuts, CBO Finds</a>
<h3 class="wp-block-heading">Tariffs Slashed On Autos, Beef and Steel</h3>
Among the most consequential elements of the pact: the U.S. will cut tariffs on UK-made cars from 25% to 10%, granting British automakers a quota of 100,000 vehicles annually. In return, the UK will eliminate tariffs on American cars like those from General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), and fast-track US exports through customs.
The auto provision alone could support tens of thousands of jobs across the UK manufacturing sector. 
"The UK is the fourth largest export market for the U.S." said US Commerce Secretary Howard Lutnick.
Lutnick indicated that the US-UK agreement could add over $5 billion in new opportunities for American exporters — particularly in agriculture and heavy industry — while protecting domestic jobs. "This is what happens when you have a dealmaker in the room," he said. "What would've taken years took 45 days."
Additionally, U.S. tariffs on UK steel — previously set at 25% — will be reduced.
The U.S. and UK agreed to reduce tariffs on beef imports and exports to near-zero levels.
Currently, U.S. tariffs on British beef range from 4% to 26%, while the U.K. imposes up to 20% on American beef. Those barriers now come down dramatically. Trump described it as "billions of dollars of increased market access for American exports."
<h3 class="wp-block-heading">Industrial And Aerospace Wins</h3>
Beyond cars and cattle, the deal unlocks new opportunities in industrial goods, machinery, chemicals and aerospace. 
Rolls-Royce Holdings will now be able to export jet engines to Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) tariff-free. In return, a major UK airline is expected to announce a $10 billion purchase of Boeing aircraft later this week.
Shares of Boeing and Rolls Royce rallied over 2% on the news. 
Trump praised the agreement as a new model for international commerce, saying it underscores "reciprocity and fairness as vital principles of global trade." 
Starmer called it a "fantastic, historic day.&#8221; The deal, finalized almost 80 years to the hour after Victory in Europe Day, aims to preserve and create jobs on both sides of the Atlantic.
"Economic security is national security," Starmer said. "Now we take this into the territory of trade and the economy — and it builds on our unparalleled intelligence, defense and diplomatic partnership."
The trade pact also includes provisions for stronger export controls, supply chain protections, and collaborative standards for strategic industries — particularly steel, pharmaceuticals and aviation.
<h3 class="wp-block-heading">First Deal After Tariff Pause, More Coming Soon</h3>
This UK agreement marks the first breakthrough since Trump paused his sweeping global tariffs for a 90-day negotiation window in early April. 
"We are very close to more deals," he said, noting that Treasury Secretary Scott Bessent is heading to Switzerland to negotiate with China. 
"They want to make a deal," Trump said, also teasing progress on trade talks with the European Union.
&#8220;We&#8217;d like to see China opened up so we can compete in China,&#8221; Trump said. 
The President also indicated that the 10% baseline tariff applied to the UK won&#8217;t be a template for future deals. 
&#8220;That&#8217;s a low number, they made a good deal. Many [countries] will be much higher [tariffs] because they have massive trade surpluses,&#8221; he said. 
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Image: Shutterstock

Politics

Trump, Starmer Strike US-UK Trade Deal: Steel, Cars, Beef At Center Of Pact

<a href="https://www.youtube.com/watch?v=WElDJC0Q_kQ">https://www.youtube.com/watch?v=WElDJC0Q_kQ</a>
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President Trump Says Going To Have Large Share Of Chipmaking Market; Think 10% Baseline Is Set; 10% Baseline Is Not A Template For Future Deals; 10% Is A Low Number, Others Will Be Higher; Template Of 10% Is Probably The Lowest End; Won't Do A Similar Deal With Cars

Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) will reportedly hike the sticker prices of some of the company's vehicles produced in Mexico.
What Happened: Prices of Ford models like the Mustang Mach-E, Bronco Sport, as well as the Maverick pickup truck, could see a price hike of up to $2,000, Reuters reported on Wednesday.
The report suggests that the hike would apply to models produced after May 2, which, according to a Ford spokesperson in the report, could arrive at dealerships in June. The spokesperson also outlined that these hikes are a part of the company's usual pricing actions.
However, they reiterated that customers won't have to bear the full brunt of the tariffs currently casting uncertainty over the auto industry. "We have not passed on the full cost of tariffs to our customers," the spokesperson said.
Why It Matters: Ford shared at the company's Q1 earnings call with investors that the company expects Donald Trump's auto tariffs to <a href="https://www.benzinga.com/tech/25/05/45217767/ford-ceo-jim-farley-says-trumps-tariffs-could-cost-ford-1-5-billion-pulls-its-earnings-guidance">cost over $1.5 billion</a> to the company. The company also pulled its earnings guidance.
However, Ford CEO Jim Farley recently shared that the Detroit-based automaker will extend the employee price program for all of its customers through July as the company saw <a href="https://www.benzinga.com/markets/25/05/45160044/jim-farley-says-ford-sales-grew-16-in-april-ahead-of-earnings-call-customers-have-really-responded-to-our">a 16% surge in sales</a> during April.
Elsewhere, the Trump administration has announced it will <a href="https://www.benzinga.com/25/04/45059191/donald-trump-will-reduce-impact-on-us-auto-industry-by-alleviating-some-auto-tarrifs-report">alleviate some duties</a> levied on auto companies and prevent ‘stacking' of tariffs, in a move that could give automakers in the U.S. some relief.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="201" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/08030215/F-MAY-8-2025-1024x201.jpg" alt="" class="wp-image-907208" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/08030215/F-MAY-8-2025-1024x201.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/08030215/F-MAY-8-2025-300x59.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/08030215/F-MAY-8-2025-768x151.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/08030215/F-MAY-8-2025-1536x302.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/08030215/F-MAY-8-2025.jpg 1639w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Ford scores well on Value and Growth metrics, and scores satisfactorily on the Momentum metric. For more such insights, sign up for <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link</a>.&nbsp;
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Photo courtesy: Tada Images / Shutterstock.com

Ford Hikes Prices Of Select Mexico-Produced Vehicles Amid Auto Tariff Uncertainty: Report

House Republicans could eliminate the federal EV credit program as the GOP Representatives consider ways to implement President Donald Trump's tax cut package.
What Happened: "I think there is a better chance we kill it than save it. But we'll see how it comes out." GOP House Speaker Mike Johnson said, according <a href="https://www.bloomberg.com/news/articles/2025-05-06/us-house-is-likely-to-kill-ev-tax-credit-speaker-johnson-says">to</a> Bloomberg, on Tuesday.
The program, which has been around for years, offers incentives of up to $7,500 on all EV purchases. The report suggests that the initially projected $12.5 billion cost in 2022 could balloon further, with experts cited in the report predicting the scheme could cost $200 billion over the next decade.
Why It Matters: The news comes in as the U.S. is seeing more adoption of EVs across the country. The sector saw a <a href="https://www.benzinga.com/25/04/44755934/us-q1-ev-sales-data-shows-106-yoy-growth-tesla-experiences-decline-but-still-dominates-domestic-ev-sales">10.6% YoY growth</a> in cumulative sales in Q1 2025, highlighting increased preference for EVs among drivers.
Several auto manufacturers in the country had previously sounded out calls to the Trump administration to <a href="https://www.benzinga.com/markets/25/02/43648415/tesla-rivals-call-for-gradual-elimination-of-ev-tax-credits-many-of-those-jobs-will-be-at-risk">gradually phase out EV credits</a> rather than ending the scheme at once.&nbsp;
The proposed halt could have lasting effects on companies like Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), as the EV tax credit has been used by manufacturers as an incentive to boost sales.
Elon Musk's EV giant <a href="https://www.benzinga.com/25/04/44802015/us-electric-vehicle-sales-up-11-in-q1-as-tesla-declines-the-winners-and-losers">remains a market leader</a> in the U.S. EV sector with over 43.5% segment share. However, there has been a decline in sales for the company both domestically as well as in other markets like Europe.
Elsewhere, the proposed halt could also hamper Jeff Bezos-backed Slate Auto's plans to launch a <a href="https://www.benzinga.com/news/25/05/45185245/slate-auto-secures-111m-from-jeff-bezos-and-guggenheims-mark-walter-to-build-20k-electric-truck-challenging-teslas-market-dominance">$20,000 EV pickup truck</a>, the pricing for which would also rely on the federal EV credit.
Price Action: TSLA is currently $276.22, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link</a>.&nbsp;
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Photo courtesy: Shutterstock

House GOP Representatives Want To Axe Federal EV Credit Amid Trump's Tax Cuts: Report

Citigroup analyst Michael Ward maintains Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) with a Neutral and raises the price target from $10 to $11.

Citigroup Maintains Neutral on Ford Motor, Raises Price Target to $11

Ford To Raise Prices On Models Produced In Mexico By As Much As $2,000 As Of May 2, Price Hikes Will Be On Maverick, Bronco Sport And Mach-E Models

<ul>
<li>President Donald Trump eased auto tariffs with an executive order and proclamation on Tuesday</li>
<li>While not a permanent rollback, the changes are intended to give U.S. auto companies "a little bit of a break" </li>
<li>Auto companies like Ford and Stellantis say they "welcome and appreciate" the move, which came on Trump's 100th day in office</li>
</ul>
President Donald Trump signed a series of <a href="https://www.whitehouse.gov/presidential-actions/2025/04/addressing-certain-tariffs-on-imported-articles/">executive orders</a> and <a href="https://www.whitehouse.gov/presidential-actions/2025/04/amendments-to-adjusting-imports-of-automobiles-and-automobile-parts-into-the-united-states/">proclamations</a> to ease auto tariffs on April 29.&nbsp;
The new order upholds the 25% tariffs on imported cars, as well as the 25% tariff on auto parts that went into effect on May 3. However, new actions allow for reimbursements for domestic car producers importing car parts. The maximum reimbursement will be 3.75% of the value of domestically produced cars. This will decrease to 2.5% for the second year and be phased out entirely thereafter.
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The changes also prevent automakers from facing multiple tariff charges. Instead of paying tariffs on the individual components of the parts, such as steel and aluminum, they will be paying only the single highest tariff on whatever they're importing.&nbsp;
Additionally, cars that are made domestically and have at least 85% of their parts made in compliance with the United States-Mexico-Canada agreement will not face any tariffs.&nbsp;&nbsp;
At a <a href="https://www.foxnews.com/video/6372088365112">rally in Michigan</a> on April 29, to mark his 100th day in office, Trump said the executive orders will give U.S. auto companies "a little bit of a break," while they work to move manufacturing back to the country. "We gave them a little time before we slaughter them if they don't do this," he said.
"[U.S. auto companies] took in parts from all over the world," Trump continued. "I don't want that. I want them to make their parts here."
Trending: How do billionaires pay less in income tax than you?<a href="https://www.benzinga.com/money/tax-deferring-adv"> Tax deferring is their number one strategy</a>.
Treasury Secretary Scott Bessent told a <a href="https://www.youtube.com/watch?v=siqENvfCkWQ">press briefing</a> on April 28 that Trump's decision to ease tariffs had come after conversations with several major auto companies. "President Trump has had meetings with both domestic and foreign auto producers, and he's committed to bringing back auto production to the US. So we want to give the automakers a path to do that quickly, efficiently an﻿d create as many jobs as possible," Bessent said.
After Trump first announced tariffs, a group of U.S. and international auto companies wrote a <a href="https://www.autosinnovate.org/association-update/Auto%20Industry%20Letter%20to%20Treasury%20Commerce%20USTR%20on%20Auto%20Parts%20Tariffs.pdf">letter</a> to the administration asking for relief and exemptions to the proposed levies. "Tariffs on auto parts will scramble the global automotive supply chain and set off a domino effect that will lead to higher auto prices for consumers, lower sales at dealerships and will make servicing and repairing vehicles both more expensive and less predictable," the letter read.
For their part, those auto companies have been appreciative of the move. Ford (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) CEO Jim Farley said his company "welcomes and appreciates these decisions by President Trump, which will help mitigate the impact of tariffs on automakers, suppliers and consumers," in a statement from its CEO sent to media outlets. Similarly, Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) Chair John Elkann told media outlets, the company "appreciates the tariff relief measures decided by President Trump."
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Image: Shutterstock

Personal Finance

Trump Eases Auto Tariffs, Auto Makers 'Welcome And Appreciate' The Move

Barclays analyst Dan Levy maintains Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) with a Equal-Weight and raises the price target from $8 to $9.

Barclays Maintains Equal-Weight on Ford Motor, Raises Price Target to $9

Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) reported its first-quarter earnings on Monday. The following are comments from different analysts about the company&#8217;s performance.
BofA analyst John Murphy reiterated a Buy rating on the shares with a price forecast of $14.00.
Ford reported a first-quarter 2025 adjusted EPS of $0.14, surpassing both their own estimate of ($0.05) and the Bloomberg consensus of ($0.04). 
Adjusted EBIT was $1.0 billion, exceeding the forecast of $0.03 billion. Strong performance from Ford Blue and Model E drove the beat, while Ford Credit exceeded expectations, and Ford Pro fell short. 
EBIT was impacted by ~$200 million in tariff costs. Following the results and tariff impacts, the 2025 estimates have been lowered, while 2026 and 2027 estimates remain mostly unchanged, said the analyst.
Ford has suspended its guidance despite reporting strong business performance. It cites supply chain disruptions, tariff uncertainties, potential retaliatory actions, and policy changes regarding emissions regulations as the reasons.
Also Read: <a href="https://www.benzinga.com/25/05/45231071/whats-going-on-with-ev-maker-rivian-stock-today">What&#8217;s Going On With EV Maker Rivian Stock On Tuesday?</a>
The company estimates a gross tariff cost of $2.5 billion for FY25, with a net EBIT impact of approximately $1.5 billion, expecting to offset 40% of the tariff costs. 
Despite these challenges, Ford&#8217;s strong truck market position and large U.S. manufacturing footprint leave the company well-positioned to gain market share, opined the analyst.
Goldman Sachs analyst Mark Delaney reiterated a Neutral rating on the shares and raised the price forecast from $9.00 to $10.00.
Ford reported first-quarter revenue of $40.7 billion and adjusted EPS of $0.14, surpassing expectations. However, the company suspended its 2025 guidance due to uncertainties surrounding tariffs, policy and industry dynamics.
Ford estimates a $2.5 billion gross tariff exposure, with a net EBIT impact of $1.5 billion. Despite this, the company remains positive about its strong U.S. market position and long-term cost reduction potential. 
However, the analyst said challenges from international competition and a premium valuation lead to a maintained Neutral rating on the stock.
Price Action: Ford shares traded higher by 2.56% at $10.43 at last check on Tuesday.
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