Canada’s economy showed promising growth in the last quarter of 2024 and is poised to have a robust 2025—provided U.S. tariffs don’t take effect. … READ MORE >
auto manufacturing
Tariffs would fray Canada-U.S. ties in energy and auto manufacturing
Although a blanket tariff by the U.S. on all Canadian imports is unlikely to materialize in the first half of 2025, there is still cause for concern as selective U.S. tariffs are possible and would be disruptive to both countries’ economies. To illustrate this, look at energy and auto manufacturing — Canada’s industries with the highest exports to the U.S. … READ MORE >
UAW strike and Unifor bargaining: Impact on Canada’s auto sector
Within the automotive manufacturing ecosystem, key areas that will be affected by the labor action and contract negotiations include supply chains, inventories, costs and pricing and the EV transition. … READ MORE >
The UAW strike’s potential impact on U.S. auto sector
This work stoppage comes at a time when many companies are already facing margin compression. Investments in automation and other technologies can help businesses weather these challenges. … READ MORE >
Protests’ ramifications on the Canadian economy
The trucker convoy has shuttered the Canadian economy, with consequences reaching far beyond cross-border trade and encompassing the supply chain, inflation, the labor market and economic growth. … READ MORE >
CHART OF THE DAY: Strong automobile demand amid supply chain disruptions
The demand for automobiles continues to rise amid reports of chip shortages that are hurting production. This suggests that there will be strong profit margins in the auto manufacturing sector despite the missed opportunities to meet robust demand. … READ MORE >
CHART OF THE DAY: Darkness before the dawn in global auto manufacturing
Global auto production has declined 32% on a year-ago basis largely because of the combined impact of the global trade war and pandemic. But as dour that reality is, there are signs that the disruptions to global supply chains will be lifted. … READ MORE >