Break Free: A North American Auto Supply Chain

As the USMCA review approaches, North America’s auto supply chain is at a pivotal moment to strengthen regional competitiveness. This panel explored how evolving trade dynamics — including U.S. tariffs on autos, auto parts, steel, and aluminum — are prompting the industry to adapt and innovate across the region. Amid concerns about taxation practices in Mexico and heightened scrutiny of Chinese-linked entities, the discussion examined how automakers and suppliers are leveraging USMCA enforcement mechanisms and investor protections to foster a more secure and transparent investment environment. Panelists also highlighted the critical importance of workforce development and skilled labor mobility to drive the next generation of automotive manufacturing, alongside government efforts to support technological advancement and process innovation. From refining rules of origin to addressing regulatory challenges, this session offered insights on how North America can seize emerging opportunities, fortify collaboration, and position its auto industry for sustainable growth in a rapidly changing global landscape. Speakers: Francisco González, Executive President, INA Peter Hall, Senior Economic Advisor, Martinrea International Tanya Skilton, Executive Director, Strategy, Innovation & Customer Care, Global Purchasing and Supply Chain, General Motors Andrea Durkin, NCF25 FELLOW, Vice President for International Policy, NAM