America's Auto Industry Braces for a New Era of North American Trade Turmoil
President Trump's announcement that the US will not renew the USMCA ahead of its July 1, 2026 review deadline has thrown North America's deeply integrated auto industry into a period of prolonged uncertainty. With Washington reportedly pushing for a sharp increase in regional content requirements—from 75% to as high as 82%, with a new 50% US-specific mandate—automakers, suppliers, and labor unions are scrambling to position themselves ahead of negotiations that are now expected to stretch well past the deadline.