BMW is reportedly exploring the possibility of increasing production at its Spartanburg, South Carolina facility by introducing additional work shifts, according to a note from Bernstein Research following an analyst call on Thursday. The move could boost output by as many as 80,000 vehicles, as the automaker looks to navigate the shifting landscape of U.S. trade policy under pressure from the Trump administration.

During the call, BMW executives shared that U.S. inventory levels currently sit at roughly a 30-day supply, and the company plans to hold prices steady for most models sold in the U.S. through the end of May. These insights come just ahead of BMW’s mandated quiet period before its annual earnings report, scheduled for release on May 7.

Although BMW has yet to issue an official comment, the Spartanburg facility remains a key part of its global strategy. Situated within a free-trade zone, the plant exports nearly half of its production to markets beyond the U.S. Because of its location, parts imported for vehicles intended for export are not subject to tariffs—offering the company some insulation from escalating trade disputes, according to the analyst summary.

As the auto industry braces for potential fallout from trade tensions, BMW's consideration of stepped-up production in the U.S. appears to be a strategic move to balance political pressures with operational efficiency.