The steel tariff will witness 50 % of Trump, the low prices in Europe, and rise in the United States

US President Donald Trump surprised the markets again with a sudden announcement on Friday that he would do A tariff on steel imports from 25 % to 50 % Wednesday.

But while the inflationary effect on local prices in the United States is expected to be widely, the effect on Europe will be more mixed, according to analysts – where some buyers and manufacturers can benefit from low prices.

“This was an absolute surprise,” Josh Sports, head of Steel Steelles at Crebc said on Monday.

Canada and Mexico are The largest source of the United StatesWith other major sources, including Brazil, South Korea and Germany.

Sports said that the latest tariff news may witness steel redirect to other markets such as Europe, which presses prices.

“Some manufacturers in Europe may build better intensive products at home and export them to the United States as prices rise there.” “Cars, construction products and devices are all products that will feel influenced.”

He said that in Europe, the buyers of steel are likely to be winning.

But not all companies are expected to benefit.

Rilla Suzin, an arrow analyst at Moriningstar, noticed in the comments that were sent via Germany that Germany BMW The expected influence of the various definitions in its results was separated 2024 and announced a negative effect – to a melody “A high amount of three numbers” A 25 % current steel and aluminum duties.

BMW shares were 1.8 % lower in early deals on Monday, with a 1.8 % broader European auto sector. Soskin continued that some of the 50 % definition effects will be compensated for BMW by Recently diluting car restrictions by TrumpHe also explained the possibility of a future deal between the White House and German auto companies.

Danish wind developer land CITI analysts, led by Jenny Ping, said in a note to customers, because it does not contain a series of wind turbine supply abroad in the United States, because it does not contain a series of wind turbine supply abroad in the United States, because it does not contain a series of wind turbine supports abroad in the United States

European Union Trump’s advertisement was sharply criticized during the weekendto threaten Counter -measures It is referred to the decision “adds more uncertainty to the global economy and increases the costs of consumers and companies on both sides of the Atlantic.”

Ayoub pointed out that any reduction of 3.89 million metric tons of European Union steel was exported to the United States in 2024 due to the commercial barriers “may lead to an increase in the steel supply in Europe, which applies an increase in the decline pressure to selling prices.”

She agreed that some low -cost Asian steel will be transferred to the United States to Europe. “Even with the European Union’s commercial defense measures, this may undermine the attempts of local producers to maintain profitability.”

On the contrary, US steel makers may benefit from the increase in selling prices if more increases are now, even with increased costs for American manufacturers and stoke enlargement.

It is still unclear what can mean the last Trump defeat to the market for the United Kingdom, which announced The outline of an American commercial deal in May But he has not yet obtained an exemption from steel definitions.

Gareth Stas, head of the United Kingdom Industry Authority, said in a statement that local steel companies “were afraid to cancel orders now, which some of which are likely to be shipped across the Atlantic Ocean.”

In general, Trump’s latest announcement adds to the increasing headache for almost all companies as a result of the volatile trade policy, said Josh Sports of Crowe.

“I don’t expect this policy to be in three months. Until three weeks are not clear,” CNBC told CNBC.

“These definitions at such a high level, and in the United States they will affect a huge society of manufacturers that provide a major contribution to GDP and employment, so there will be pressure on this.”

– Ganesh Rao of CNBC contributed to this story.