Скачать или смотреть 1 MIN AGO: U.S. Sidelined as Canada–Mexico Seal $50B Auto Deal — GM and Ford Left Out | Peter Zeihan

1 MIN AGO: U.S. Sidelined as Canada–Mexico Seal $50B Auto Deal — GM and Ford Left Out | Peter Zeihan
   • 1 MIN AGO: U.S. Sidelined as Canada–Mexico...  

A tariff war is quietly rewriting North America’s auto map. As steel, aluminum, and parts tariffs raised U.S. build costs, automakers began redesigning supply chains to avoid tariff-exposed U.S. nodes—and the winning corridor is forming between Canada and Mexico.

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[00:00] $50B Quietly Leaves U.S. Auto Industry
[05:10] Supply Chains Redesign to Bypass America
[10:00] Canada’s Power Grid Advantage Locks EV Future
[15:00] U.S. Job Losses Turn Structural and Irreversible
[20:20] Regional Collapse: Midwest and Corridor Tipping Points
[25:14] America Shifts Toward a “Consumption Economy” Risk

#peterzeihan #tradewar #tariffs #autoindustry #supplychain #uscanadatrade #usmexico #northamerica #gm #ford