Analysis & InsightsEli Lemberg·August 28, 2026Honda Has Two Years to Decide on a Plant. The Deal It Is Waiting On Has No Deadline.
Analysis & InsightsEli Lemberg·August 24, 2026Ford Will Move It in 2030. Jaguar Land Rover Will Not Move It At All.
Analysis & InsightsEli Lemberg·August 24, 2026The Canada Deal Died Over Heavy Trucks. Assembly Stays at 25%.
Analysis & InsightsEli Lemberg·July 6, 2026Three Tariff Deadlines, Eighteen Days: The July Window That Will Redraw Auto Import Costs
Analysis & InsightsEli Lemberg·July 4, 2026Twenty Days, Three Tariff Clocks: The Auto Industry’s July Converges on the 24th
Analysis & InsightsEli Lemberg·June 12, 2026Honda Canada’s CEO Says Alliston Isn’t Automatic. The Number Under the Warning Is $40 Billion.
Analysis & InsightsEli Lemberg·June 7, 2026Section 232’s June 8 Amendment: Made in America Just Got a Number, and It’s 85%.
Analysis & InsightsEli Lemberg·May 29, 2026Canada Was Not in the Room. The United States Just Asked Mexico for a New Auto-Content Rule.
Analysis & InsightsEli Lemberg·March 19, 2026Canada’s New Auto Pact Proposal Is the Most Ambitious Cross-Border Trade Pitch in 60 Years
Analysis & InsightsEli Lemberg·March 16, 2026Iran War Tracker: The Human, Economic & Auto Industry Toll
Analysis & InsightsEli Lemberg·March 12, 2026The Triple Squeeze: Oil Shock, Shipping Crisis, and a Tariff Cliff Are Hitting the Auto Industry All at Once
