Companies To Watch: BMW faces tariff risks as US Europe tensions escalate 

Published on 20 Jan 2026
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BMW has been flagged as one of the European carmakers most exposed to the latest US tariff threat linked to the Greenland dispute.

Dan Koh and Ryan Huang break down how tariffs could hit BMW’s margins, its reliance on global supply chains, and what rising EV competition means for the company’s outlook.

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