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Jaguar Land Rover Resumes U.S. Shipments Amid Ongoing Tariff Pressures

Published on 4 May, 2025, 5:52 AM IST
Updated on 4 May, 2025, 5:55 AM IST
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Pratik Rakshit
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These tariffs, aimed at protecting domestic manufacturing, have added significant costs to overseas automakers selling in the American market.

Jaguar Land Rover (JLR), the UK-based luxury automaker owned by India’s Tata Motors, has restarted vehicle shipments to the United States after a temporary suspension triggered by newly imposed U.S. tariffs on imported cars. The company had paused exports in early April to reassess its position in light of a 25% tariff on imported vehicles, introduced by the administration of U.S. President Donald Trump. These tariffs, aimed at protecting domestic manufacturing, have added significant costs to overseas automakers selling in the American market.

Also Read: Jaguar Land Rover Halts Shipments To The U.S. in Response to New Auto Tariffs

A JLR spokesperson confirmed on Saturday (May 3) that shipments to the U.S. had resumed, stating: “The USA is an important market for JLR’s luxury brands and 25% tariffs on autos remain in place. As we work to address the new U.S. trading terms with our business partners, we are enacting our planned short-term actions.” The company added that it is developing medium- and long-term strategies to mitigate the impact of the tariffs, with a further update expected during its full-year financial results on May 10.

According to the company’s latest annual report, Jaguar Land Rover sold approximately 430,000 vehicles in the 12 months ending March 2024, with North America accounting for nearly 25% of total sales. Shipments to the U.S. typically take around three weeks to arrive, suggesting that the first batch of resumed deliveries will reach American ports around May 20, as first reported by The Times.

Also Read: US Imposes 25% Import Tariff on Automobiles; But Does it Impact The Indian Car Market?

The temporary halt in shipments came amid broader industry concerns over the potential long-term consequences of U.S. trade policy on global automotive supply chains. UK-based peer Aston Martin Lagonda Global Holdings Plc also adjusted its delivery schedule to the U.S. in response to the new tariffs.

The financial impact of these developments has been notable. Tata Motors, the Mumbai-headquartered parent of JLR, has seen its shares decline by nearly 13% since the beginning of 2025. Investor sentiment has been dampened by rising risk aversion and uncertainty surrounding the tariffs’ duration and broader economic implications.

In January, Jaguar Land Rover reported a 17% year-on-year decline in quarterly pretax profit, underscoring the challenges the company faces amid global supply disruptions, inflationary pressures, and now, a shifting trade environment.

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