I think I have to disagree with all of you. I see it having a massive impact, with the EU and also eventually the UK (once they realise that Trump will never give them free trade) imposing retaliatory tariffs on the US. The US tariffs are on parts as well as cars, as Kezo has already said, so it will cause spikes in prices for most European and US cars. China must be rubbing their hands together and ramping up production of EVs ready to replace all those Teslas!
But your original question was will it result in a rapid drop in choice of cars on the Motability scheme? On the basis that, as far as any of us are aware, there are no cars on the scheme that are made in the US, or are reliant on US made parts, the answer has to be ‘no’.
Teslas may become more expensive if we adopt counter tariffs, but they aren’t on the Motability scheme so, again, no impact.
I think that @Brydo and @kezo make good points about the Chinese seeing Europe (and particularly the UK, if we continue as an outlier in pursuing net zero) as opportunity markets, even more so than they already do.