General Motors (GM) has been identified as the top pick in the U.S. automotive industry, with analysts at Deutsche Bank raising their GM rating to buy from hold. However, Ford has an advantage over GM as it produces the majority of its vehicles in the US. This advantage is due to its manufacturing ability and import costs add $5,000 to $8,900 per vehicle. S&P Global has released data showing the domestic production gap between Ford and its competitors is large. Ford's CEO, Jim Farley, stated that despite tariff costs, 83% of the vehicles it sells in America are assembled domestically. GM imported more vehicles than foreign competitors like Hyundai and Honda, and both companies imported more cars than Volkswagen, Nissan and BMW did last year. Despite the tariff headwinds, carmakers like Ford have benefited from the change in the country's economic policy.