Ford and General Motors have adopted opposing stances as the U.S. reviews tariff policies and the USMCA trade agreement. Ford is reportedly lobbying for higher tariffs on vehicle imports from nations like South Korea.
This move targets a primary manufacturing hub for GM’s budget-friendly models. The strategic split highlights diverging approaches to global manufacturing and U.S. industrial policy.
Revisions to these trade rules could disrupt GM’s cost structure and long-term import strategy. The conflict occurs as automakers re-evaluate supply chains during the transition to electric vehicles.