📝 Executive Summary
President Trump pledged to double tariffs on Canadian autos, sharpening the US-Canada trade conflict and threatening integrated North American automotive supply chains. The proposed duties would raise import costs for vehicles and parts produced in Canada, squeezing margins for Canadian suppliers such as Magna International and complicating production economics for US automakers with Canadian plants. The Canadian dollar faces depreciation pressure as the export outlook dims, while investors brace for possible retaliation that could broaden the dispute.