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Fortune
Fortune
Business
Sasha Rogelberg

‘U.S. trade policy is damaging the U.S. auto industry’: Canada’s purchase of American cars hits new low as Trump’s tariffs backfire on U.S. automakers

Mark Carney points as Donald Trump as Trump listens, with his head bowed. (Credit: Evelyn Hockstein—Getty Images)

A decade ago, nearly half of new cars hitting Canadian roads were built in America, but after months of restrictive U.S. tariffs, the number of Big Three autos purchased from America’s northern neighbor have dropped precipitously.

Only 28.4% of new-vehicle sales in Canada in the first half of 2026 were U.S.-built, down from 35.4% in the first half of 2025, according to JD Power Canada data. From about 2021 to 2025, the U.S. market share of new vehicles in Canada was roughly 40%.

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