Canada’s share of U.S.-made passenger vehicles fell to a record 36 % in the first ten months of 2025, down from a decade‑long average of 49 %. The decline echoes a 1990s trend when U.S. imports topped 70 %. Statistics Canada’s data underline the impact of recent trade tensions for Canadian buyers and dealers.

Tariffs imposed by the U.S. in April triggered Canada’s retaliatory duties on U.S. cars and trucks, sparking a trade dispute that has rattled the auto sector. Despite the barriers, Canada remains the largest overseas market for American vehicles, though manufacturers like GM and Toyota face production shifts in Ontario today.

GM announced in October it would halt production of electric delivery vans at its Oakville plant, while Toyota’s Ontario facilities enjoy tariff exemptions. Analysts warn that the ongoing dispute could delay Canada’s planned $11 billion investment in an electric‑vehicle supply chain, tightening the market’s future outlook for consumers and investors alike.