Overview
- Ford CEO Jim Farley urged negotiators on Thursday to rewrite USMCA rules so companies that make most of their cars in the United States gain an advantage over firms that rely heavily on imports.
- Ford says it assembled more than 2 million vehicles in the U.S. in 2025 and imported about 378,000 units, or roughly 17% of its U.S. sales, which the company uses to argue it should be rewarded under any new deal.
- Industry data show General Motors and Toyota each imported about 1.17 million and 1.19 million vehicles in 2025, equal to roughly 41% and 47% of their U.S. sales, figures Farley cited to justify tougher treatment of high‑import rivals.
- A consortium of U.S. automakers, dealers and suppliers warned that reopening the pact risks creating trade uncertainty that could cut investment and jobs and urged leaders to preserve the existing trilateral framework.
- The dispute could reshape where automakers locate production, affect cross‑border parts sourcing and influence UAW priorities, so negotiators and industry leaders will be watched for proposals on penalties, incentives and content rules.