This comes as the US automotive market, manufacturers in particular, are facing a one-two punch of rising costs and potential shortages in their metal supply chains. Tariffs are not the only issue facing the US automotive market. Amid these changes, firms across the US automotive market are racing to secure more reliable sources for these minerals. For instance, General Motors and others have already signed two- to three-year steel supply deals with Cleveland-Cliffs, providing cost predictability amid tariff volatility. US companies sourcing metals in 2025 find themselves at the nexus of trade policy and the clean energy transition, presenting a challenging scenario.