Auto & Transport Roundup: Market Talk

In the second half of 2025, U.S. car buyers began reversing a significant trend, as automakers like Ford adapted to changes in economic policy, particularly the imposition of universal tariffs on imports by the Trump administration. This shift has prompted Ford to reevaluate its strategies in the automotive market.

Green stocks have seen a surprisingly positive year, with notable developments including Trump's media company merging with a fusion venture and Ford unveiling significant challenges in its electric vehicle (EV) strategy, marked by a $19.5 billion loss. This financial setback highlights the ongoing struggles within the U.S. auto industry as it pivots towards electric mobility.

Ford has announced a $19.5 billion pre-tax write-down on its electric vehicle division, leading to a 2.4% drop in stock price, trading around $13.3. This significant financial setback comes as the company reevaluates its EV strategy amid weak demand and ongoing challenges in the U.S. auto industry.

The latest Market Talks from The Wall Street Journal provide insights into the auto and transport sectors, focusing on key players such as BRP, Ford, and Michelin. These discussions highlight recent developments and trends affecting the industry, particularly in North America and EMEA seaports.