The 992 sub has a good discussion going are the range of possible price effects on new unit customers, worth a read if you want a math-intensive deep dive.

https://rennlist.com/forums/992/1465512-deep-dive-the-math-on-the-25-tariffs-is-downright-scary.html

but the tl;dr net effect across a range of price-points:

“Old MSRP — New MSRP
At best:

$150,000 —> $195,000
$200,000 —> $260,000
$240,000 —> $312,000
$300,000 —> $390,000

=====“


So…

Demand curve shifts downward in price.

Among the levers Porsche has to pull, would be reducing the total number of units exported to U.S., and reducing the options available on those exported units (not unlike the 997 period of the late 2000’s).

Now there’s both fewer willing to pay for any new unit, and then for those still willing to pay there are fewer units/options available.

Knock-on effects to used market seems certain.

Such dramatic new car price/availability increases can’t help but flow down, unless counter-balanced by general economic cooling that presses markets across the board to net neutral.

Regardless, would love to hear what Porsche dealer salesmen are saying amongst themselves these days.

 

I was thinking about this the other day, I think it will inflate 911 prices across the board.

It will not be 25% but there will be an increase in used prices, at the very least you will see a steady hard plateau of the market.

That being said I didn't get into these cars as an asset but I think there will be an upside mid-term.

I know Porsche has plans to build some models here but I suspect that will be limited to the Macan (joint assembly with Audi/VW).

Lots of moving parts with these Tariffs.

Another scenario would be a collapse of the market, remember when 964s were dirt cheap? That type of scenario. Good thing I didn't buy these cars to make money.

Ha, truly a fools errand....time will tell.

 

It isn't difficult to envision a world where, near-term, used prices of just about everything starts to rise. For buyers backing out of 992s Porsche's back catalog becomes more appealing although one wonders how much cross-shopping there is between a digitized 992 and a decidedly analog 997. But it's the uncertainty, the chaotic and glandular nature of executive decision-making, that makes prediction difficult at best and foolhardy at worst. Best guess from me? Things have not gotten as stupid as they're going to get. Might as well go enjoy the drive and leave the tomorrow problems for tomorrow.

 

At the acknowledged risk of projecting my own biases on the market:

Given the rarity of certain 997 configs and conditions, it may not take too many entering the buyer pool to have a noticeable effect.

And at least for the second car/hobby buyer, my observation is that at least some material portion of enthusiasts recognize the 997’s as being a sweet-spot alternative to EITHER new OR air-cooled ‘vintage,’ and value.

That dynamic I think may be why the values we already see on 997s generally, but perhaps particular .2’s and/or RWD/6-Speeds, reflect in part an “either / or” buyer that toggles between new or 997 for a second/hobby car.



As a daily driver? Less so, I’d guess.

In any event, not many places for the aspirational 992 daily driver sort of buyer go otherwise, that isn’t also experiencing the tariff bloat. Corvette? Doubt that.

 

2009 C2S 204K miles

There are two forces at play, the tariffs themselves and the injection of uncertainty into the world. It doesn't take much uncertainty to upset market forces.... just hold off on buying that car or refrigerator for "a few months"... or buying new plant and equipment.... stuff can really slow down.... even the wealthy can be price sensitive or spooked by uncertainty. Gonna be interesting. As Warren Buffet said "Someone pays for tariffs... it ain't the tooth fairy". In general, prices rise... they just do.

Peace
Bruce in Philly (now Atlanta)

 

I’m with you, end of the day: only thing certain is volatility in near term.

It’s a 2-fer on the new 911 / 992 market: if wealthy are spooked AND tariffs bloat price, gonna be slooow.


Again, would love to be a fly on the wall in the dealership sales meetings these days.

 

One thing Porsche seems to do better than possibly any brand I know, is keeping overall supply & demand at a point that allows them to get whatever price point they target. This is even apparent when trying to buy their apparel, just try to find a Porsche Andial sweatshirt in a popular size. If they can take a $165 sweatshirt and match supply to demand well enough to demand the premium and make it nearly impossible to find anything on the open market, I have high confidence in their ability to do the same with cars.

During the same trip where I tried to buy a $165 sweatshirt with no luck, I spoke with one of the sales reps about new 911s. Only 3 pedal options are GT3 and T. He said he had no idea if he would get a GT3 allocation but would demand a $60K markup and had 75 people on the wait list. For the T, I don’t recall the markup, but it wasn’t insignificant and he had 15 people. Long term, I think one or two things will happen, the number of people who know how/can drive a manual will decline to the point that supply of manual cars outweighs demand at which point there will be downward pressure on price. Two demand continues to outpace supply, especially with desirable sports cars and the premium continues to climb.

 

For the base 992 starting a 127,700, adding in ONE option and your over 130k!