According to The Kobeissi Letter, Ford Motor Company CEO Jim Farley stated he expects tariffs to remain in place for at least the next three years (source: @KobeissiLetter, May 6, 2025). This announcement signals prolonged cost pressures on electric vehicle (EV) manufacturers, which could affect Ford’s supply chain and profit margins. Traders should note that extended tariffs may slow down global EV adoption, potentially driving interest in blockchain-based supply chain solutions and boosting sentiment for crypto assets tied to EV infrastructure and tokenized commodities.

According to The Kobeissi Letter, Ford Motor Company ($F) has suspended its 2025 financial guidance due to a significant $2.5 billion tariff impact. This development introduces heightened uncertainty for traders, as the company’s forward earnings visibility is now limited and could increase short-term volatility in $F shares. The tariff-related cost pressures may prompt institutional investors to reassess their positions, and options traders should monitor implied volatility and potential price swings following this announcement (Source: @KobeissiLetter, May 5, 2025).