Tariffs, diesel and computer chips are driving up costs for automakers
Published . Updated .
This report is about tariffs and trade and autos.
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.4% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- CARZ First Trust S-Network Future Vehicles & Technology ETF
First Trust S-Network Future Vehicles & Technology ETF: it holds carmakers and parts makers. Linked by “automaker” (autos) in this story.
- USO United States Oil Fund+4.8% 30d
United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story.
- TSLA Tesla+13.8% 30d
Tesla (motor vehicles and passenger car bodies): carmakers move with demand, costs and trade rules. Linked by “automaker” (autos) in this story.
- CAT Caterpillar-8.9% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-5.7% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+11.0% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| CARZNo price data for this ticker | — | — | — | — | — | — | — |
| USO | -2.52% | -0.26% | base | after close | after close | after close | after close |
| TSLANo price data for this ticker | — | — | — | — | — | — | — |
| CATNo price data for this ticker | — | — | — | — | — | — | — |
| DENo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Tariffs, diesel and computer chips are driving up costs for automakers NPR
Source: NPR
Select Sector Spdr Tr (XLI) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| United States Oil Fund (USO) | three days earlier | -0.26% | final price |
| United States Oil Fund (USO) | five days earlier | -2.52% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 31 days before publication. Filed 12 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Caterpillar (CAT), worth $50,001 - $100,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 31 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLI)
Companies tied to this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Tariffs, diesel and computer chips are driving up costs for automakers.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
In “Tariffs, diesel and computer chips are driving up costs for automakers,” Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- CARZ First Tr Exchange-Traded Fd
In “Tariffs, diesel and computer chips are driving up costs for automakers,” First Tr Exchange-Traded Fd (CARZ) is linked, with no stored direction, medium confidence. Reason on file: First Trust S-Network Future Vehicles & Technology ETF: it holds carmakers and parts makers. Linked by “automaker” (autos) in this story
- USO United States Oil Fund
For “Tariffs, diesel and computer chips are driving up costs for automakers,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “diesel” (oil) in this story
- TSLA Tesla
In “Tariffs, diesel and computer chips are driving up costs for automakers,” Tesla (TSLA) is linked, with no stored direction, medium confidence. Reason on file: Tesla (motor vehicles and passenger car bodies): carmakers move with demand, costs and trade rules. Linked by “automaker” (autos) in this story
- CAT Caterpillar
In “Tariffs, diesel and computer chips are driving up costs for automakers,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
In “Tariffs, diesel and computer chips are driving up costs for automakers,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
For “Tariffs, diesel and computer chips are driving up costs for automakers,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
Select Sector Spdr Tr (XLI)
The 29 Oct 2026 story “Tariffs, diesel and computer chips are driving up costs for automakers” names Select Sector Spdr Tr (XLI) because of this story.
For Select Sector Spdr Tr (XLI), the reason on file says Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Also listed, Spdr Series Trust (XRT): SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Price levels for Select Sector Spdr Tr (XLI)
XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 167.94. XRT traded between 83.12 and 85.33 across 1 sessions. The latest close on file is 83.23.
What the saved facts support for Select Sector Spdr Tr (XLI)
46 out of 100
“Tariffs, diesel and computer chips are driving up costs for automakers” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.