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Episode · Sunday, August 30, 2026 · 4:23

Tariffs Reshape Production While Sales Hold Steady

Sales sit at a steady sixteen point four million unit rate while Canada answers tariffs with twenty billion dollars in retaliation, and CBT News frames that split as the story worth watching. GM commits one point one billion Canadian dollars to Oshawa and CAMI under a new Unifor deal, Stellantis and Unifor open their own talks next week per CBC, and Honda's U.S. factory plans wait on CUSMA, per Motor Illustrated. Auto Remarketing tracks rising used prices in smaller segments and a jump in hybrid financing as buyers hedge. Inventory strategy, labor contracts, and financing mix are all bending toward the same pressure point, and dealers on both sides of the border are already feeling it on the floor.

In this episode

Questions from this episode

What retaliatory tariffs did Canada impose this week?

Canada hit back with twenty billion dollars in retaliatory tariffs as part of the ongoing trade dispute.

Where do new vehicle sales stand despite the tariff dispute?

New vehicle sales held steady at a sixteen point four million unit annual rate even as the tariff fight continued.

What is GM investing in Canadian production?

General Motors is putting one point one billion Canadian dollars into Canadian production as tariff pressure mounts, giving its Oshawa plant a Sierra pickup and throwing the CAMI plant a lifeline as part of a new tentative agreement with Unifor.

What is holding up Honda's plans for a new American factory?

Honda's plans for a new American factory now hinge on whether the CUSMA trade agreement gets extended.

What is happening with used car prices for smaller vehicle segments?

Prices for smaller vehicle segments are rising as buyers chase affordability and fuel economy.

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