In this latest edition of Rapid Response, we analyze how the framework agreements with the European Union and Japan have begun implementation, though there has been no further update on South Korea. The S&P Global Mobility tariff-related auto industry assumptions are largely unchanged. The recent activity will result in minor tariff-related changes with the S&P Global Mobility September 2025 sales and production forecasts, currently in development. The activity related to autos tariffs from the ...
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