Sport utility vehicles and trucks are dominating U.S. auto sales like never before as carmakers start to recover from the biggest shock to their industry in decades.

Scott Wine jokes that he doesn’t want to have to start building snowmobiles in sweltering Mexico. But the Polaris CEO is dead serious about the unintended consequences that higher U.S. tariffs on Chinese goods will have on Polaris Industries Inc. — including forcing him to consider moving jobs to Mexico.