Your Next Car Got Even Pricier, Goodbye USMCA Free Trade episode artwork

EPISODE · Jul 1, 2026 · 8 MIN

Your Next Car Got Even Pricier, Goodbye USMCA Free Trade

from Good Revenue

The US just declined to renew USMCA (aka new NAFTA), and that's bad news bears for thousands of US firms. Autos make up 18% of trade between the US, Canada, and Mexico, and the supply chain is deeply intertwined across all 3 countries. Tariffs already drove a 625% cost increase on autos and parts since Liberation Day 2025. With average MSRP above $51,000, how much higher prices can go before people stop buying?CHAPTERS00:00 USMCA Not Renewed00:52 Why It Matters01:39 Autos Supply Chains02:10 Tariffs And Fallout03:31 Leaders And Talks04:16 US Demands And China05:16 Connected Car Security06:02 Costs And Car Prices07:16 Automakers Adapt08:04 What Comes NextIF YOU LIKED THIS, WATCH:→ Autos Can't Choose Between Military and China: https://youtu.be/uvOGcIjL1_I→ US Locks Out China While Canada Doubles Down: The Future of Your Car: https://youtu.be/Q__ke5iP51YSOURCES & FURTHER READINGUSMCA Trade Agreement and the Review Decision• Official USMCA Agreement Terms and Highlights: https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement• What USMCA's Uncertain Future Means for North American Trade: https://www.atlanticcouncil.org/blogs/econographics/the-five-stages-of-a-usmca-shakeup/• Why Letting USMCA Erode Quietly Is the Real Risk: https://www.csis.org/analysis/dont-let-usmca-drift-awayAuto Industry Exposure to USMCA Uncertainty• How the USMCA Review Is Deepening Auto Industry Uncertainty: https://www.cnbc.com/2026/07/01/automakers-usmca-trade.htmlConnected Cars and the China Software Ban• Why Polestar Is Being Forced Out of the US EV Market: https://www.caranddriver.com/news/a71728510/polestar-exiting-america-connected-car-rule/Public Opinion on USMCA• Financial Times: Polling on USMCA Support: https://www.ft.com/content/2c7b4dc8-1b1c-49f4-b51a-0dee0c1d216a?syn-25a6b1a6=1FOLLOW GOOD REVENUE ON YOUTUBE! Or wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple Podcast: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 Web: https://goodrevenue.io/ Hosted on Acast. See acast.com/privacy for more information.

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Your Next Car Got Even Pricier, Goodbye USMCA Free Trade

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