US Top News and Analysis | Ford raises 2026 guidance as $1.3 billion tariff refund assists in offsetting higher costs

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Ford Motor raised its 2026 outlook after beating Wall Street’s first‑quarter expectations, posting adjusted earnings of 66 cents per share versus the 19‑cent consensus and revenue of $39.82 billion above the $38.82 billion forecast. The company also disclosed a $1.3 billion tariff‑refund benefit following a U.S. Supreme Court ruling that declared parts of former President Trump’s tariffs illegal, which helps offset an anticipated $1 billion rise in commodity costs, especially aluminum. Adjusted EBIT guidance was lifted to $8.5‑$10.5 billion (up from $8‑$10 billion) while maintaining projected free cash flow of $5‑$6 billion and capital expenditures of $9.5‑$10.5 billion. Ford’s traditional “Blue” operations generated $1.9 billion in earnings, its commercial “Pro” segment $1.7 billion, and its “Model e” electric‑vehicle business narrowed its loss to $777 million despite a 70 % year‑over‑year sales decline. The earnings beat was attributed to a strong product mix, pricing, and growth in software and services, with the tariff refund providing a one‑time boost but not being the sole driver of performance.

Read more: https://www.cnbc.com/2026/04/29/ford-motor-f-earnings-q1-2026.html

#Ford #FordMotor #SupremeCourt #DonaldTrump #SherryHouse

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Il Tempo: Passo indietro dell'Iran su Hormuz? Si apre un nuovo scenario, la tensione è altissima

L'Iran avrebbe proposto e starebbe valutando la possibilità di consentire la libera navigazione delle navi dal lato omanita dello Stretto di Hormuz. La proposta, trapelata nelle ultime ore dalle principali cancellerie internazionali, sarebbe legata a un eventuale accordo più ampio con gli Stati Uniti e rappresenterebbe un primo segnale di de-escalation su uno snodo strategico da cui transita circa il 20 per cento dei flussi globali di petrolio e gas.

Il dossier resta però altamente instabile. Da Teheran, un consigliere della guida suprema, Mohsen Rezaei, ha accusato il presidente statunitense, Donald Trump, di voler "fare il poliziotto" nello Stretto, avvertendo che le navi statunitensi attualmente impiegate nel blocco alle navi potrebbero diventare bersagli in caso di escalation. Oggetto di discussione è stata anche la notizia, riportata dal quotidiano "Financial Times" ma smentita da Pechino, secondo cui l'Iran avrebbe utilizzato mezzi militari cinesi per colpire gli Stati Uniti. Si tratterebbe di un satellite spia, il TEE-01B, che secondo le ricostruzioni sarebbe stato acquistato nel 2024 dalla Forza aerospaziale del Corpo delle guardie della rivoluzione islamica (Irgc) per circa 250 milioni di renminbi (36,6 milioni di dollari), dopo il suo lancio nello spazio dalla Cina.

Dall'altro lato, secondo il quotidiano "Washington Post", gli Usa potrebbero invece inviare in Medio Oriente altri 10mila militari - in aggiunta ai 50mila già stanziati nella regione - a ridosso della scadenza del cessate il fuoco di due settimane, che terminerà il prossimo 22 aprile. Oggi il quotidiano "Wall Street Journal" ha anche menzionato la possibilità che l'amministrazione Trump recluti le case automobilistiche e altri produttori statunitensi per affidare loro un ruolo più ampio nella produzione di armamenti, richiamando una pratica utilizzata durante la Seconda guerra mondiale. Alti funzionari della Difesa, secondo il quotidiano statunitense di stampo conservatore, avrebbero discusso della produzione di armi e di altre forniture militari con gli amministratori delegati di diversi gruppi manifatturieri statunitensi, tra cui Mary Barra di Gm e Jim Farley di Ford Motor.

Iran steps back from Hormuz? A new scenario is opening, the tension is extremely high.

Iran has proposed and is considering allowing the free navigation of ships from the Persian Gulf side of the Strait of Hormuz. The proposal, leaked in recent hours by major international embassies, is linked to a possible broader agreement with the United States and would represent a first signal of de-escalation at a strategic chokepoint through which about 20 percent of global oil and gas flows transit.

However, the dossier remains highly unstable. From Tehran, a senior advisor to Supreme Leader, Mohsen Rezaei, has accused US President Donald Trump of wanting to “play policeman” in the Strait, warning that US Navy ships currently deployed in the blockade could become targets in case of escalation. The issue was also the news, reported by the "Financial Times" but denied by Beijing, according to which Iran had used Chinese military means to strike the United States. This would be a spy satellite, the TEE-01B, which, according to reconstructions, was purchased in 2024 by the Aerospace Force of the Islamic Revolutionary Guard Corps (Irgc) for approximately 250 million yuan (36.6 million dollars), after its launch into space by China.

On the other hand, according to the "Washington Post" newspaper, the US could instead send another 10,000 troops to the Middle East – in addition to the 50,000 already stationed in the region – ahead of the expiration of the two-week ceasefire, which will end next April 22nd. Today, the “Wall Street Journal” also mentioned the possibility that the Trump administration could recruit car manufacturers and other US producers to entrust them with a broader role in the production of weapons, recalling a practice used during World War II. High-ranking Defense officials, according to the US conservative-leaning newspaper, had discussed the production of weapons and other military supplies with the CEOs of several US manufacturing groups, including GM’s Mary Barra and Ford Motor’s Jim Farley.

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https://www.iltempo.it/esteri/2026/04/16/news/stretto-hormuz-iran-usa-navigazione-lato-oman-invio-soldati-produzione-armi-47301862/