TrueCar Inc. Chief Executive Officer Scott Painter warned that US-Canada trade uncertainty poses a greater threat to the auto industry than tariffs themselves because it upends manufacturers' decision-making ability.

Painter emphasized that prolonged ambiguity around cross-border commerce makes it difficult for automakers to plan production schedules, source components, and set pricing strategies. Without clear trade policy direction, companies may delay investments or shift operations, potentially disrupting supply chains that span both nations.

The executive noted that while tariffs create immediate cost pressures, the lingering uncertainty surrounding future trade relations creates deeper, more systemic risks. This environment forces manufacturers to adopt defensive postures rather than focusing on innovation and growth.

Trade experts suggest that resolving US-Canada automotive trade terms could stabilize an industry already grappling with evolving consumer preferences and technological transitions. Until then, leaders like Painter expect continued volatility in strategic planning across North American auto manufacturing.