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Automakers Urge USTR to Keep USMCA Auto Rules as UAW Presses for Tougher Labor Terms

The comment period now underway will shape whether North America’s integrated car supply chain retains current terms in the 2026 review.

Overview

  • Japan’s auto group JAMA asked USTR to preserve existing provisions, citing $87 billion invested across the region and ongoing electrification projects tied to clear, coordinated rules.
  • U.S. manufacturers represented by the AAPC urged against lifting regional or labor content thresholds to 75%, warning some producers would instead pay the 2.5% MFN tariff and reduce participation in preferential trade.
  • AAPC also flagged that Section 232 duties and recent reciprocal trade arrangements complicate the preference USMCA was designed to provide to North American producers.
  • Dealer group AIADA warned that altering the framework risks worsening affordability, noting average new-vehicle prices above $50,000 and research estimating about $4,600 in added costs per vehicle by 2027.
  • The UAW called for stronger enforcement and a North American sectoral wage floor, pointing to an expert board’s finding that Mexico is not in compliance with labor obligations, while USTR deliberations continue with no changes adopted.