{"id":3890,"date":"2025-05-09T21:42:26","date_gmt":"2025-05-10T01:42:26","guid":{"rendered":"https:\/\/mediawall.news\/avantage-tarifaire-linamar-usmca-stimule-gains-trump\/"},"modified":"2025-05-09T21:42:26","modified_gmt":"2025-05-10T01:42:26","slug":"avantage-tarifaire-linamar-usmca-stimule-gains-trump","status":"publish","type":"post","link":"https:\/\/www.mediawall.news\/fr\/avantage-tarifaire-linamar-usmca-stimule-gains-trump\/","title":{"rendered":"Avantage tarifaire de Linamar USMCA stimule les gains de l’\u00e8re Trump"},"content":{"rendered":"
\n

Alors que le pr\u00e9sident Trump menace d’augmenter les tarifs douaniers \u00e0 des niveaux sans pr\u00e9c\u00e9dent contre la Chine et potentiellement des alli\u00e9s cl\u00e9s, certains fabricants automobiles calculent d\u00e9j\u00e0 comment naviguer dans ce nouveau paysage \u00e9conomique. Loin de paniquer, le g\u00e9ant canadien des pi\u00e8ces automobiles Linamar Corporation<\/strong> per\u00e7oit des avantages strat\u00e9giques dans son positionnement sous l’actuel cadre commercial de l’ACEUM.<\/p>\n

Lors de la r\u00e9cente conf\u00e9rence t\u00e9l\u00e9phonique sur les r\u00e9sultats de l’entreprise, les dirigeants de Linamar ont expliqu\u00e9 comment ils se sont d\u00e9j\u00e0 adapt\u00e9s \u00e0 la pr\u00e9c\u00e9dente vague de tensions commerciales de l’\u00e8re Trump, et ont exprim\u00e9 leur confiance quant \u00e0 l’avantage concurrentiel que leur conf\u00e8re leur empreinte manufacturi\u00e8re nord-am\u00e9ricaine si de nouveaux tarifs se mat\u00e9rialisaient.<\/p>\n

\u00ab\u00a0Nous avons d\u00e9j\u00e0 v\u00e9cu cette situation\u00a0\u00bb, a d\u00e9clar\u00e9 la PDG Linda Hasenfratz<\/strong> aux analystes lors de la conf\u00e9rence. \u00ab\u00a0Quand la premi\u00e8re vague de tarifs a frapp\u00e9 il y a plusieurs ann\u00e9es, nous avons pu r\u00e9orienter nos activit\u00e9s et en fait accro\u00eetre notre part de march\u00e9 lorsque les clients cherchaient des alternatives d’approvisionnement nord-am\u00e9ricaines \u00e0 leurs sources chinoises.\u00a0\u00bb<\/p>\n

Le fabricant bas\u00e9 \u00e0 Guelph<\/a>, en Ontario, qui produit des composants de groupe motopropulseur, des syst\u00e8mes de transmission et d’autres assemblages m\u00e9caniques complexes, a pass\u00e9 des ann\u00e9es \u00e0 diversifier ses capacit\u00e9s de production \u00e0 travers le Canada, les \u00c9tats-Unis et le Mexique. Cette strat\u00e9gie trilat\u00e9rale a cr\u00e9\u00e9 ce que Hasenfratz d\u00e9crit comme un \u00ab\u00a0avantage ACEUM<\/a>\u00a0\u00bb qui prot\u00e8ge l’entreprise des pires effets des chocs tarifaires potentiels.<\/p>\n

Linamar a d\u00e9clar\u00e9 un chiffre d’affaires trimestriel de 2,45 milliards de dollars canadiens<\/strong>, en hausse de 4,3% sur un an, avec des b\u00e9n\u00e9fices d\u00e9passant les attentes des analystes. L’entreprise a soulign\u00e9 qu’environ 80% de ses composants automobiles circulent d\u00e9sormais exclusivement au sein de la zone nord-am\u00e9ricaine, contournant efficacement de nombreuses pr\u00e9occupations tarifaires qui affligent les concurrents aux cha\u00eenes d’approvisionnement plus mondiales.<\/p>\n

Jim Jarrell<\/strong>, pr\u00e9sident et directeur de l’exploitation de Linamar, a cit\u00e9 des exemples sp\u00e9cifiques o\u00f9 le positionnement de l’entreprise a port\u00e9 ses fruits lors des pr\u00e9c\u00e9dentes tensions commerciales. \u00ab\u00a0Lorsque les composants pour syst\u00e8mes de v\u00e9hicules \u00e9lectriques ont fait face \u00e0 des tarifs de 25% en provenance de Chine pendant la premi\u00e8re administration Trump, nous avons vu plus de 40 millions de dollars d’activit\u00e9 se d\u00e9placer vers nos installations au Mexique et aux \u00c9tats-Unis\u00a0\u00bb, a-t-il not\u00e9.<\/p>\n

Les analystes financiers ont commenc\u00e9 \u00e0 mettre en \u00e9vidence cet \u00ab\u00a0avantage tarifaire\u00a0\u00bb dans leurs \u00e9valuations des fournisseurs automobiles. Peter Sklar, analyste chez BMO March\u00e9s des capitaux<\/a>, a r\u00e9cemment \u00e9crit que \u00ab\u00a0les entreprises disposant de r\u00e9seaux de fabrication conformes \u00e0 l’ACEUM bien \u00e9tablis verront des<\/p>\n","protected":false},"excerpt":{"rendered":"

Alors que le pr\u00e9sident Trump menace d’augmenter les tarifs douaniers \u00e0 des niveaux sans pr\u00e9c\u00e9dent contre la Chine et potentiellement des alli\u00e9s cl\u00e9s, certains fabricants automobiles calculent d\u00e9j\u00e0 comment naviguer dans ce nouveau paysage \u00e9conomique. Loin de paniquer, le g\u00e9ant canadien des pi\u00e8ces automobiles Linamar Corporation per\u00e7oit des avantages strat\u00e9giques dans son positionnement sous l’actuel […]<\/p>\n","protected":false},"author":2,"featured_media":3888,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[1498],"ppma_author":[162],"class_list":{"0":"post-3890","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-trump-trade-war-fr","8":"tag-linamar"},"_form":null,"_mail":null,"_mail_2":null,"_messages":null,"_additional_settings":null,"_locale":null,"_hash":null,"_wp_attached_file":null,"_wp_attachment_metadata":null,"_elementor_page_settings":null,"_menu_item_type":null,"_menu_item_menu_item_parent":null,"_menu_item_object_id":null,"_menu_item_object":null,"_menu_item_target":null,"_menu_item_classes":null,"_menu_item_xfn":null,"_menu_item_url":null,"_thumbnail_id":"3888","_wp_old_slug":null,"_oembed_aabfd980ef699725dc5d6ea0f5c5f063":null,"_oembed_time_aabfd980ef699725dc5d6ea0f5c5f063":null,"foxiz_menu_meta":null,"foxiz_user_rating":null,"_wp_attachment_image_alt":null,"ruby_tagline":null,"ruby_live_blog":null,"rank_math_primary_category":null,"_wp_attachment_context":null,"wpml_media_processed":null,"ppmacf_slug":null,"ppmacf_type":null,"ppmacf_field_status":null,"ppmacf_requirement":null,"ppmacf_social_profile":null,"ppmacf_schema_property":null,"ppmacf_rel":null,"ppmacf_target":null,"ppmacf_description":null,"ppmacf_inbuilt":null,"ppma_boxes_layout_meta_value":null,"ppma_disable_author_box":null,"_mc4wp_settings":null,"text_subscribed":null,"text_invalid_email":null,"text_required_field_missing":null,"text_already_subscribed":null,"text_error":null,"text_unsubscribed":null,"text_not_subscribed":null,"text_no_lists_selected":null,"text_updated":null,"text_spam":null,"_pingme":"1","_encloseme":"1","_wp_trash_meta_comments_status":null,"_elementor_page_assets":null,"_elementor_element_cache":null,"_wp_page_template":null,"_elementor_edit_mode":null,"_elementor_template_type":null,"foxiz_content_total_word":null,"_elementor_version":null,"_elementor_data":null,"ppma_authors_name":"Malik Thompson","rb_global_meta":null,"_elementor_controls_usage":null,"_wp_old_date":null,"ao_post_optimize":null,"rank_math_analytic_object_id":null,"rank_math_og_content_image":null,"_edit_lock":null,"rank_math_seo_score":null,"rank_math_internal_links_processed":null,"_edit_last":null,"_wpml_word_count":"525","_wpml_location_migration_done":"1","rank_math_focus_keyword":"Avantage tarifaire de Linamar USMCA","rank_math_title":null,"rank_math_description":"Linamar tire parti de l'USMCA face aux menaces tarifaires de Trump. D\u00e9couvrez comment ce g\u00e9ant canadien prot\u00e8ge ses gains malgr\u00e9 la pression commerciale mondiale.","_wpml_media_duplicate":null,"_wpml_media_featured":null,"_top_nav_excluded":null,"_cms_nav_minihome":null,"_last_translation_edit_mode":null,"_elementor_template_widget_type":null,"_elementor_popup_display_settings":null,"_wp_trash_meta_status":null,"_wp_trash_meta_time":null,"_wp_desired_post_slug":null,"_elementor_css":null,"authors":[{"term_id":162,"user_id":2,"is_guest":0,"slug":"malik-thompson","display_name":"Malik Thompson","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/eb18019eba0d827ea7001bab491d4cbb?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/posts\/3890","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/comments?post=3890"}],"version-history":[{"count":0,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/posts\/3890\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/media\/3888"}],"wp:attachment":[{"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/media?parent=3890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/categories?post=3890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/tags?post=3890"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.mediawall.news\/fr\/wp-json\/wp\/v2\/ppma_author?post=3890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}