This escalation follows a decline in American vehicle market share in Canada to 28.4% in the first half of 2026, compared to 35.4% in the prior year. Since January 2025, the US has lost roughly 75,000 manufacturing jobs, while GM and Stellantis have reported losses in the billions. The dispute is particularly acute in five midterm battleground states, including Michigan and Ohio, which together conduct $188B in trade with Canada.
