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President Trump’s tariff and electric-vehicle policies are colliding with Volkswagen’s plans for the large and lucrative U.S. market. The WSJ’s Stephen Wilmot reports that Volkswagen is shaking up its U.S. leadership for the second time in two years as the world’s second-largest carmaker aims to revive its American business. Veteran executive Marco Schubert will take over Volkswagen’s business in North America in October.

New Canada tariffs are landing as a direct bill to two of America's biggest automakers, and the ripple effects stretch well beyond car lots into the housing market and household budgets.

In something of an unexpected consequence, Japanese automakers Toyota and Honda have more to lose than any US automaker from President Trump's threatened tariffs on Canadian-built vehicles.

Its electric and energy arm is guided to a multibillion-dollar loss, and the launches meant to justify that spending arrive just as a one-off tariff benefit disappears.

Hyundai's CEO says tariffs are accelerating a localization push that was already underway, and the numbers behind that push reveal just how dramatically the company is betting on America outpacing its own four decades of history here.

Trump's January 1 deadline gives GM and Ford just four months to rethink supply chains that took decades to build, and a little-known legal wrinkle could make the whole tariff structure collapse before either company finishes planning around it.

President Trump's threat of 50% tariffs on Canadian autos and auto parts is more of a negotiating tactic than a settled policy, UBS analysts believe. In a note Tuesday, the bank argues that the January 1, 2027 start date functions as pressure to restart trade talks rather than a firm...

Another trade war has started with a volley of tariff threats, and this time the fight is with America’s neighbor and closest trading partner, Canada. While the U.S. has held several formal negotiations with Mexico this year about the USMCA, it hasn’t done so with Canada.

Prime Minister Mark Carney said his government is still working on options for retaliating against US President Donald Trump’s new tariffs on Canadian goods, but added that he’s willing to continue trade talks if the US adopts the “right attitude.”

Trade talks between the U.S. and Canada collapsed in the 11th hour Friday, renewing fears of an all-out trade war as new tariffs went into effect over the weekend. Ford and Stellantis shares slipped Monday after President Trump announced a 50% tariff on automobiles and auto parts from Canada come January.

Trump’s Canada tariff threat hit Detroit broadly, but Stellantis has the most awkward plant problem sitting right in the middle of it.

A Truth Social post landed at the open and immediately sent Detroit's Big Three into a tailspin, but the selloff is hitting Ford and Stellantis twice as hard as General Motors and nobody can fully explain why.

GM, Ford, and Stellantis shares were lower as trade talks between Canada and the U.S. broke down over the weekend.

Tesla Inc. CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a...

Commerce Secretary Howard Lutnick hailed President Donald Trump‘s tariffs on the automotive sector, touting them as a move that will strengthen the U.S.’s domestic manufacturing sector. Howard Lutnick Touts Thousands of Jobs, Ford’s Lincoln Pivot In an interview with Fox...

Also: GM and Ford clash over tariffs and trade policies; Chinese carrier opens Arctic shipping route.

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a screenshot of a Wall Street Journal article outlining Ford Motor Co. (NYSE:F) and General Motors Co.‘s (NYSE:GM) domestic manufacturing push. “Every Tesla sold in the United States is assembled in the United States,” she sa

America’s trade war has left its two largest automakers sparring over favorable tariffs on imports, batteries and more.

Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Ford Motor Co. is reportedly preparing to move production of some Lincoln models from China to the U.S. beginning in 2030, as high Trump tariffs and tighter restrictions on Chinese vehicle technology reshape the automaker’s production strategy. Lincoln Nautilus Attracts...

Walmart, Tesla, and more stocks will feel the effects of the capacity constraints, delays, and higher prices reported by shipping giants Maersk and Hapag-Lloyd.

The Lincoln Nautilus, currently subject to a 52.5% U.S. tariff, is the main vehicle Ford imports from China

Lincoln vehicles imported from China are currently subject to U.S. tariff rate of 52.5%, which significantly reduces the company’s profit margins.

The decision reflects mounting tariff costs and regulatory constraints tied to vehicles made in China and sold in the American market.

<body><p>STORY: :: Nora Eckert, Autos Correspondent</p><p>:: Detroit, Michigan/ August 12, 2026</p><p>Why is Ford moving some auto production from China to the U.S.? Ford is moving production of its Lincoln models for the U.S. market out of China, back to the U.S. This is a substantial move for Ford, as it faces pretty hefty tariffs under the Trump administration. One of its Lincoln models, the Nautilus, had about 52.5% tariffs that it had been facing for the last year.&nbsp;</p><p>Ford CEO Jim Farley told us that the automaker had been preparing to make this move for some time. I mean, these tariffs have been in place for many months now, and that although Ford has a very strong U.S. production base, it found capacity to move even more production to the US from China.</p><p>Discussions around what Ford was going to do with its China produced models came up several months ago, as we were examining some reporting around the Connected Vehicle Rule, which is a Commerce Department regulation that bans the use of connected vehicle software and hardware from China in the U.S. And Ford has one particular model produced in China, the Lincoln Nautilus, that they previously said they might need to seek a specific authorization from Commerce to continue selling in the U.S.&nbsp;</p><p>But Ford told us this week that they no longer needed an authorization that the vehicle was able to sell in the U.S without any Commerce approval. U.S. Commerce Secretary Howard Lutnick told us that Ford's move is really encouraging, and that he wants to see more automakers following this pattern. We already saw GM onshore production of its Buick Envision model from China to the U.S., and we might be seeing more of these announcements as automakers confront a tariff landscape that seems here to stay.</p></body>

Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks could trigger two separate federal penalties at once.

Toyota reported fiscal first quarter results on Tuesday that topped estimates for revenue and net income, and the world's largest automaker raised its full-year profit forecast and announced a share buyback even as US tariffs and softer sales hit operating profit.

Ford increased its annual outlook as demand for higher-priced pickups helped offset tariffs and weaker electric-vehicle performance.

The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.