Mexico’s government is increasingly confident regarding a potential trade deal with the U.S. that would include reduced tariffs on exports including steel, aluminum and light vehicles, according to multiple Mexican officials familiar with the situation.
The two countries are currently working on details of an agreeme
On September 25, the U.S. International Trade Commission (USITC) ruled that Chinese imports of van-type trailers and subassemblies cause material injury to a U.S. industry, clearing the way for the U.S. Department of Commerce to impose antidumping and countervailing duties.
The Commerce Department had previously foun
Following an anti-subsidy investigation, the European Commission imposed provisional countervailing duties on China-built Battery Electric Vehicles (BEVs) in July 2024, before confirming manufacturer-specific duties for a five-year period starting October 30, 2024. These rates range from 7.8% for Tesla’s Shanghai pro
On September 22, six Democratic senators pressed U.S. Trade Representative Jamieson Greer to get tariff refunds to consumers after the Supreme Court invalidated Trump’s IEEPA emergency tariffs Customs and Border Protection opened its CAPE portal for companies seeking refunds.
CBP collected roughly USD 166 billion und
Japan and the U.S. are in talks to build a semiconductor plant in the U.S. as part of Japan's USD 550 billion tariff-deal investment pledge between the two countries, according to officials of both governments familiar with the negotiations.
The project is expected to be worth JPY 2 trillion to JPY 3 trillion yen (
On September 18, the mayor of Brampton, Ontario, Patrick Brown said that while Canadian defense manufacturer Roshel is the leading suitor to buy Stellantis idled Brampton Assembly Plant, Chinese automakers have also inquired about car factory.
Brown warned that inviting in Chinese companies could devastate the Detroi
On September 16, U.S. President Trump said that if Canada joins the European Union as a proposed associate member intended as a “hostile act” against the U.S., he may impose tariffs on Europe or halt trade with the bloc.
Trump was asked about European Commission President Ursula von der Leyen’s proposal for Canada to
At this year’s Mexico Nearshoring and Logistics Auto Industry Summit 2026 in Mexico City, where GlobalData participated in the “Automotive Market Forecasts and Industry Trends” panel alongside other leading voices in the market, one theme underpinned nearly every question: whether Mexico can convert its expanding rol
Reported on September 11, 2026, uncertainty over Thailand’s potential changes to the BEV tax structure is causing customers to delay decisions and making it difficult for businesses to plan, according to the Managing Director of Hyundai Mobility (Thailand).
The company MD called for the Thai government to finalize an
Stellantis has begun asking suppliers to assess the business case for moving heavy-duty Ram pickup production from Mexico to Michigan as the company works to avoid tariffs in the face of ever-changing tariffs and USMCA negotiations.
The proposed goal is to move production of heavy-duty Ram 2500 and 3500 pickups to th
In July, we published an article titled “Upward Revision for Thailand’s 2026 LV Sales and Scenarios After EV 3.5.” As expected, the Thai government is now restructuring its excise tax framework which involves lowering excise taxes for locally manufactured models that meet specific local content requirements and/or ra
On September 13, Prime Minister Mark Carney said that Canada plans to begin discussions for a "unique alliance" with the European Union, but not membership, as he prepares to address the European Parliament on September 17.
Carney will be traveling to Strasbourg, France, on September 15 and will address the European
Mexico and the United States are working to reach a bilateral trade deal before U.S. midterm elections less than eight weeks away, according to sources in both countries familiar with the talks.
"We both want to reach a deal before the midterms," said one Mexico-based source, who spoke on condition of anonymity. For
On September 9, a coalition of American aluminum fabricators, extruders and finished-product manufacturers announced the formation of the American Aluminum Alliance, a new trade association representing the downstream end of the U.S. aluminum value chain.
The companies represented, including extruders, fabricators an
On September 8, 2026, Canadian tariffs on approximately USD 20 billion worth of U.S. goods took effect, highlighting the recent escalation in the trade conflict between the U.S. and Canada.
The tariffs will range from 15% to 50% and will be applied across a range of more than 700 U.S. goods. Products including steel,
Note: Some figures were updated on September 7.
According to preliminary data compiled by MarkLines as of September 2, 2026, including estimates for GM and Stellantis, U.S. new-vehicle sales in August 2026 totaled 1,378,719 units, down 6.6% year-over-year. The decline was influenced by the fact that there were 26 sel
On September 1, Canada entered its next phase and released another 24,500 import permits for China-made electrified vehicles. The latest import allocation arrives as established brands resume Chinese production sourcing, and new OEMs prepare sales operations.
Following a revised policy that emerged from a January tra
On August 27, Canadian Ambassador Mark Wiseman said that Canada cannot accept a trade deal with the U.S. unless it ensures the survival of a robust Canadian auto assembly and parts industry.
"It makes up a huge part of our industrial complex, both in Ontario and Quebec," Wiseman told Reuters.
Regarding discussion of
On August 27, multiple sources reported that the Trump administration is considering a new round of tariffs on semiconductors despite warnings from tech companies that the move could doom U.S. hopes of dominating artificial intelligence.
People familiar with the matter said that one approach being discussed could see
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