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16 handpicked stocks

US Protectionism: Tariffs on EU & Mexico

This carefully selected group of stocks features American companies that could benefit from the upcoming 30% tariff on EU and Mexican imports. Our analysts have identified domestic manufacturers and suppliers that may gain competitive advantages as foreign goods become more expensive.

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Author avatar

Han Tan | Market Analyst

Updated 2 days ago | Published at Jul 14

About This Group of Stocks

1

Our Expert Thinking

These tariffs create a potential competitive edge for US-based manufacturers. As imported goods become more expensive, domestic producers may see increased demand, stronger pricing power, and improved profitability, particularly in automotive and industrial sectors.

2

What You Need to Know

This group represents a tactical investment opportunity based on the announced 30% tariff increase taking effect August 2025. These companies compete directly with European and Mexican imports and may benefit from shifting market dynamics.

3

Why These Stocks

Our analysts selected US-based manufacturers and suppliers with revenues closely tied to domestic industrial activity. These companies produce vehicles, auto parts, machinery, and components that directly compete with soon-to-be-tariffed imports.

Top Picks from This Group

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GM

General Motors Co.

GM

Current price

$53.24

As a major US automaker, GM competes directly with vehicle imports from Mexico and the EU, and stands to benefit from the increased cost of foreign ca...

As a major US automaker, GM competes directly with vehicle imports from Mexico and the EU, and stands to benefit from the increased cost of foreign cars.

F

Ford Motor Co.

F

Current price

$11.25

Ford is a direct competitor to European and Mexican auto manufacturers and will likely see a competitive advantage as tariffs make imported vehicles m...

Ford is a direct competitor to European and Mexican auto manufacturers and will likely see a competitive advantage as tariffs make imported vehicles more expensive.

AXL

American Axle & Manufacturing Holdings I

AXL

Current price

$4.78

A US-based automotive supplier, AXL benefits as tariffs encourage domestic vehicle production, increasing demand for its driveline and metal forming p...

A US-based automotive supplier, AXL benefits as tariffs encourage domestic vehicle production, increasing demand for its driveline and metal forming products.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+22.35%

Group Performance Snapshot

22.35%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 22.35% over the next year.

9 of 16

Stocks Rated Buy by Analysts

9 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚗

Made in America Momentum

With a 30% tariff on foreign competitors coming in 2025, these US manufacturers could see a significant boost in market share and pricing power as imports become more expensive.

🔄

Industry Disruption Opportunity

This policy shift could reshape competition in automotive and manufacturing sectors, potentially creating winners among domestic producers as supply chains adjust to new economic realities.

🏭

Domestic Manufacturing Revival

These companies are at the forefront of a possible resurgence in US industrial activity, as tariffs incentivize more domestic production and potentially boost their sales and margins.

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