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U.S.-built vehicles fall to 28.4 percent of Canadian sales, Anas Alhajji notes

U.S.-built vehicles fall to 28.4 percent of Canadian sales, Anas Alhajji notes
U.S. tariffs reduce Canadian auto market share

Anas Alhajji, managing partner, energy economist, market analyst at Energy Outlook Advisors LLC, highlights that U.S. tariffs intended to pressure Canada are backfiring on American automakers.

According to new data, only 28.4% of new vehicles sold in Canada in H1 2026 were U.S.-built, a decline from 35.4% a year earlier and roughly 40% during 2021–2025. The figures are sourced from J.D. Power and reflect shifting dynamics in cross-border auto trade.

Alhajji previously commented on global diesel shortages and low inventories pushing U.S. diesel prices to record highs, citing supply disruptions in a recent article. He has also noted historical policy actions, such as the Fed capping the long bond at 2.5 percent from 1942 to 1951 to support Treasury war funding, as detailed in another report. These observations reflect his ongoing focus on supply, policy, and cross-border market impacts.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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