The trade war has hit U.S. automotive exports, with U.S.-built vehicles making up only 28.4% of new sales in Canada in the first half of 2026, down from 35.4% the previous year. This decline followed a 25% U.S. levy on Canadian cars, and the U.S. has lost roughly 75,000 manufacturing jobs since January 2025, including 25,900 in the vehicle sector. While GM and Stellantis report billions in losses, legal scholars at Lawfare argue the current import restrictions may overstep executive power and belong to Congress.
