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File photo: A worker welds a steel tube in HCC, a company that uses pieces to make combinations, in the factory of Mendota, Illinois, USA, February 21, 2025.

Vincent Alban | Reuters

European consumers face higher prices in articles, from cars to jeans, while the main industries, including steel, retail trade and agriculture, with lower competitiveness and increases in operational costs as commercial tensions between the White House and Brussels are heated.

On Wednesday, the European Commission announced that it would retaliate to the president of the United States, Donald Trump, newly imposed – but Very threatened – 25% of blanket rates on aluminum and steel imports to the United States.

EU retaliation measures are established to reach goods of 26 billion euros ($ 28.3 billion) in goods, since the new US rates will be applied to European goods worth $ 28 million.

EU officials have written a 99 -page document, seen by CNBC, listing specific American elements that are under consideration for rates in Brussels. It includes a wide range of goods, from agricultural products, household items and plastics to alcohol and fashion garments, along with steel and aluminum and its derived commercial products.

Triumph Wednesday suggested They could follow more US tribute. One more turn came Thursday, like Trump threatened a 200% tariff About wine, champagne and other alcoholic products that leave France. The president has previously suggested that he could implement a 25% general rate on EU imports, criticizing the block for alleged unfair commercial practices.

Citi analysts said in a Wednesday note that there was unlikely that there was an important and immediate macroeconomic impact of EU announced tariffs, since specific goods represent only around 5.5% of non -energy imports in the US region. UU., But that there could be an indirect impact through greater commercial uncertainty and consumers.

Quick Price Impact

European sectors about to be dragged into the whirlwind of commercial tensions include automotive, since it is already being shaken by the New duties between the United States, Canada and Mexico – Metals, construction, liquors, luxury goods, consumer goods, retailers, food producers, agriculture and pharmacists.

EU rates will increase costs for a “series of manufacturers, no less than car manufacturers and food producers,” said Susannah Streeter, director of money and markets for Hargreaves Lansdown, highlighting everyday items such as a can of coca -cola or a bean can.

“There is only much that manufacturers can absorb, and cars giants seem to face the double higher costs and ultra cautious consumers, which are not willing to splash large items in the midst of uncertainty,” he added.

The uncertainty about tariffs is leaking to the feeling of the consumer, says the economist

The impact on consumers will be fast as companies go to higher costs to support the margins, according to Stuart Katz, investment director of the heritage management firm, Robertson Stephens, who predict price increases at the time when EU measures will enter into force on April 1.

“The EU Tariff on US grains, such as corn and soybeans, can interrupt animal feed supplies, negatively affecting the competitiveness of the won sector in the EU. This sector is vulnerable due to its limited capacity to develop in the short -term reliable supply chain alternatives to mitigate the tariff impacts,” Katz told CNB.

“The broader impact includes interruptions in supply chains and economic uncertainty for industries that depend on US imports. Key sectors such as steel and agriculture can face greater operational costs, reduced competitiveness and a possible loss of jobs.”

All that comes, while the new rates imposed by the United States in steel and aluminum imports of EU interruption supply chains and cause losses for European producers, Katz said, adding that US tariffs on products such as cognac and French cosmetics can endanger exports and work. Trump tariffs could also point in the future EU pharmaceutical exports They are critical for countries like Ireland and Denmark that depend on trade with the United States, Katz said.

Corporate success

In statement Wednesday, commercial body Spiritseurope criticized EU reprisals to Trump’s rates.

The organization, whose members include 30 national associations and main companies such as Johnnie Walker-Maker Diageo And Jack Daniel producer They form brownHe said the news came in a “difficult moment for the spirits sector”, which was seeing a “deceleration marked in many key markets.”

He warned that if it is implemented on April 1, the EU tariffs on US spirits. “Would have an enormously harmful impact on EU companies that produce US spirits (and) US companies that are strongly invested in Europe … putting at risk the many works they support.”

Ford former CEO: Automobile manufacturers will have to judge whether to approve the cost of consumers

In sectors such as luxury goods and retail, the corporate impact will depend largely on the specific company and its supply chains, said Jie Zhang, an analyst of the Alphavalue luxury sector, to CNBC.

Luxury products are directly affected by higher rates between the EU and us because they are often manufactured in Europe. Even when a supply chain originates in Asia, the final product is often stored and sent from Europe, Zhang said, adding that a company like Louis Vuitton has a production site within the United States, where it generates around half of local income.

Similarly, said Zhang, a retailer like Zara’s owner Inditex He will be protected by his business model, with more than half of his supply and production of goods carried out in neighboring countries. However, a company like the retail online Asos It has much of its supply chain in Asia and has limited flexibility, as well as important exports to the US market that will be affected.

The queen uncertainty

Amid an intense political dispute, there is still the possibility that tariffs are eliminated, reduced or intensified.

Emphasizing that the block “deeply regrets” the Trump administration approach to El Comercio, the head of the European Commission, Ursula von der Leyen, said the EU continues “ready to participate in a significant dialogue” with the United States.

“For US actions, their companies involved in the consumer and industrial sectors will be more affected, with the reality of the situation that a substantial increase in the prices of many of these goods in Europe will simply force consumers to buy alternatives from the euro zone or in other places,” said the strategist of actions of Michael Field, head of the Morningstar, to CNBC.

“For European actions, the most worrying part of the equation is what follows. It is very likely that the United States will take reprisals, imposing a broader range of tariffs on European goods. European car manufacturers should worry, as well as chemical manufacturers, as well as consumer companies in spaces such as alcohol.”

Russ Mold, Investment Director of AJ Bell, said that for investors, it was very difficult to establish how tariffs would actually develop. He suggested that The best strategy may not try to guess, sticking to robust balances and strong competitive positions.

“Defense actions continue to increase, and industrialists, including renewable energies, are generally working well, perhaps in the opinion that Europe will need to make the realization again and increase self -sufficiency in many areas and parts of the supply chain,” he told CNBC.

“On the contrary, retailers, sports equipment sellers, luxury products works and pharmaceutical actions are lagging behind.”

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