This auto tariff escalation with Canada is going to absolutely wreck the supply chain for Ford and GM if it actually goes through. The auto sector basically runs entirely on a just-in-time model where parts cross back and forth over the Canadian border a ton of times before the car is even finished. Slapping a 50% tariff on the Canadian side means massive margin compression for anyone heavily reliant on Ontario plants. Beyond the big OEMs, tier 1 suppliers like Magna International are probably g
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