AMERItalk (February 2026): What Canada, Mexico EV imports from China mean for U.S. | US car dealers want China OEMs shut out | Updated USMCA agreement will require more US car mfg

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FEBRUARY 2026 EDITION

U.S. & CANADA: AUTOMOTIVE

What Canadian and Mexican EV Imports From China Mean for the United States

US Car Dealers Want Chinese Automakers Shut Out

Updated USMCA Trade Agreement Will Require More U.S. Car Manufacturing

Carney steers Canada away from U.S. with new auto strategy

Inventory declines, but market balance improves: December auto inventory snapshot

S. Korea: Auto parts exports to US fall for 1st time in 5 yrs in 2025

General Motors collides with aftermarket car industry

THIS WEEK'S INTERVIEW

"Beyond (U.S.) Reshoring: What Companies Are Doing Now"

with Rosemary Coates, Founder of Reshoring Institute

The latest Audio Interview (2nd of 3 part series) with Ron Hesse features Bill Russo, Founder and CEO of Shanghai-based Automobility Limited, a strategy and investment advisory firm helping clients to create the future of mobility. His over four decades of experience includes 15 years as an automotive executive, including over two decades of experience in China and Asia. He has also worked 12 years in the electronics and information technology industries. Bill is also currently serving as the Chair of the Automotive Committee at the American Chamber of Commerce in Shanghai ...

Listen to Interview with Rosemary Coates visit here

U.S. & CANADA: AUTOMOTIVE (continued)

Canada to Revamp Tariffs to Keep Auto Plants Trump Covets

The Largest Write Off In Car Industry History

Automakers race to remove Chinese software ahead of US vehicle ban

Feature: Industry leaders warn of EV policy swings undermining U.S. competitiveness

Canada’s Auto Sector Faces Existential Challenges in 2026

Canada rolls back EV regulations but boosts incentives

January 2026 U.S. Auto Sales Results

LATEST NEWS FROM OUR FEATURED MEDIA PARTNER:

US challenges Chinese control in race for African minerals

Global carmakers book $55 billion hit from EV rollback

US proposes boosting 'Buy America' requirements for government-funded EV charging stations

THOUGHT LEADERSHIP: ACCESS OVER 300 AUDIO INTERVIEWS

Listen to any of over 300 Audio Interviews with Experts on global automotive related business and operational topics such as supply chain, legal, human resources, finance, M&A, markets and more.

View list of over 300 Interviews here

THOUGHT LEADERSHIP INTERVIEWS

2026 Global Automotive Study: Powertrain Preferences Hold Amid Evolving Expectations

This Interview features Lisa Walker, Principal, Vice Chair and U.S. Automotive Sector Leader of Deloitte Consulting LLP. Lisa is responsible for Deloitte’s Original Equipment Manufacturers (OEM), Dealership, and Auto Supplier-related ...

To listen to Interview, visit here.

How Will A.I. Reshape the Future of Auto Workers Across Skilled Trades & Professional Disciplines Globally?

This Interview features Elaina Farnsworth, Co-founder and Chief Executive Officer of SkillFusion, a cutting-edge customer success platform for electric vehicle supply equipment (EVSE) ...

To listen to Interview, visit here.

Automobility 2.0: Connected, Electric & Intelligent – A China Perspective

This Interview (2nd of 3 part series) features Bill Russo, Founder and CEO of Shanghai-based Automobility Limited, a strategy and investment advisory firm helping clients to create the future of mobility. His over four decades of experience includes 15 years as an automotive executive ...

To listen to Interview, visit here.

U.S. & CANADA: SUPPLY CHAIN, LOGISTICS AND TRADE

US Government’s 100% Tariff Threat Against Canada (January 2026): What It Means for Trade, Supply Chains, Inflation, and Employers

USMCA Review Emerges as a Critical Stress Test for North American Supply Chains

Canada–China Tariff Deal Signals Strategic Diversification Away from U.S. Dependence

Building the automotive supply chain of 2026: USMCA uncertainty and global trade unpredictability set to impact supply chains

2026 Trade Enforcement: Why Import Compliance Is Now a Board-Level Risk

January 2026 U.S. Tariff Roundup: Developments and Opportunities

Navigating Trade Uncertainty: The Top Five Customs Issues Defining 2026

USMCA Review: Strategic Priorities

M&A WEBINAR SERIES: Master manufacturing M&A fundamentals through ten practical sessions. Build enterprise value, avoid costly mistakes, and gain clarity to exit successfully on your terms.

M&A Webinar Series starts March 25, 2026. To learn more or to register, visit here.

U.S. & CANADA: FINANCE, TAX, LEGAL AND M&A

Navigating the New Tax Compliance Era: Key Changes for Corporations under the OBBBA (One Big Beautiful Bill Act)

FDDEI: Shift Profits to the U.S. and Get a 14% Tax Rate

Nation-Building to Spur Canadian M&A in 2026, Poll Shows

Precision Manufacturing M&A Report, January 2026: Sector Enters Steadier Cycle

Macro Forces to Sustain Momentum in North America Industrials M&A

Tax Policy Review: January 2026 Updates

Federal Reserve Holds Interest Rates Steady at First Meeting of 2026

Bank of Canada Holds Rates, Says Policy Can’t Make Up for Tariff “Damage”

GLOBAL M&A: COMPANIES FOR SALE - easy search, short reviews of deals

To learn more about all Global M&A deals, contact Ron Hesse - RHesse@GlobalAutoIndustry.com

U.S. & CANADA: MANUFACTURING, ECONOMY & TECHNOLOGY

US manufacturers report surge in factory output despite subdued demand

ISM Manufacturing PMI at 52.6% (January 2026): U.S. Factory Activity Returns to Growth

Deep Dive: How to Monitor US Inflation in 2026

Bank of Canada Sees Canada’s GDP Growth Slowing to ~1.1% in 2026 Amid Trade Uncertainty

Canada’s tech and manufacturing leaders target N3 Summit for global growth

U.S.: Manufacturing technology orders set record in December 2025

2026 in Manufacturing: Policy Risks and Opportunities

Talent Talk: Is the Q3 Productivity Surge the Start of a Trend or Just a Blip?

M&A WEBINAR SERIES: Master manufacturing M&A fundamentals through ten practical sessions. Build enterprise value, avoid costly mistakes, and gain clarity to exit successfully on your terms.

M&A Webinar Series starts March 25, 2026. To learn more or to register, visit here.

U.S. & CANADA: HR & TALENT MANAGEMENT

Diversifying Canada’s EV Sector Key to Protecting Auto Jobs: Pembina Institute

Nationwide Apprenticeship Program (FAME USA) Expands – Manufacturing Institute

How Employers Are Adapting to the Skills Gap in 2026 – Eastridge Workforce Blog

Top 6 HR Challenges in Canada for 2026 – Altrum

Gen Z & Talent Tug-of-War: Job Hopping in Manufacturing – Compunnel HR Blog

2026 Will Be Full of Canadian Strikes and Brutal Employer Push Back

5 Manufacturing Talent Trends Recruiters Must Watch in 2026 – NPAworldwide Blog

Manufacturers Shift Hiring Focus from “Fully Qualified” to “Fully Trainable” Candidates – Eastridge Blog

GLOBAL M&A: U.S. COMPANY FOR SALE: COATING TECHNOLOGIES CO.

To learn more about all Global M&A deals, contact Ron Hesse - RHesse@GlobalAutoIndustry.com

"LIVE" & RECORDED WEBINARS

"How to Sell Your Company - M&A Webinar Series"

Series developed by Automation Alley, BlackmoreConnects and GlobalAutoIndustry.com

Master manufacturing M&A fundamentals through ten practical sessions, starting March 25, 2026.

To learn more, or to register, visit here.

BlackmoreConnects™ Private Equity Virtual ConferenceS

Where senior executives and active investors meet to turn experience into funded transactions.
To learn more, or to register, visit here.

"Mexico's Supply Chain Nearshoring Summit"
in El Paso, TX (USA) on March 12, 2026

To learn more or to register, visit here.

"Mexico's Nearshoring & Logistics Auto Industry Summit"

in Mexico City, Mexico on July 29-30, 2026

To learn more or to register, visit here.

9 SESSIONS: WEBINAR SERIES by Harris Sliwoski & GlobalAutoIndustry.com

"Nearshoring: Focus on Mexico"

To learn more or to access, visit here.

GlobalAutoIndustry.com