Tariff-exempted imports of autos and auto parts coming from Canada and Mexico declined significantly in July, with Canada’s autos/parts facing more than US$380 million (around CA$525.02 million) in levies during that period.
That’s according to a report from CTV News, which referenced an analysis from the Anderson Economic Group; the AEG revealed more than $1.1 billion in tariffs was imposed by the U.S. on assembled vehicles from Canada and Mexico. Their data also shows another $276 million was added on auto parts — all covering the month of July 2025.
“In total, $1.389 billion in tariff duties was imposed on cars and auto parts from both countries,” said the AEG in its analysis. “These costs were imposed on North American automakers and their suppliers. Automakers assembling vehicles in the United States include General Motors, Ford, Stellantis, Toyota, Honda, Hyundai, Kia, Rivian, Tesla, as well as Mercedes-Benz, Volkswagen and BMW.”
The AEG said many of the vehicles assembled in the U.S. include “substantial” parts content from both Canada and Mexico.
|
Duties Calculated, July 2025 |
Detail |
|---|---|
| $801,968,758 | Mexico, cars |
| $204,530,597 | Mexico, parts |
| $311,442,117 | Canada, cars |
| $71,526,157 | Canada, cars |
| $1,389,197,629 | Sum |
Source: AEG compilation of US Census-BEA trade data released September 2025. See Methodology and Data Limitations
The AEG said it had reviewed the September data release by the U.S. Census Bureau and Bureau of Economic Analysis. The data includes U.S. international trade statistics through July 2025, while the AEG’s analysis covered auto parts and assembled vehicles from Canada, Mexico, Germany, and Japan.
“Up until June 2025, duties on Canadian vehicles remained low, as these imports were largely reported as non-dutiable,” said AEG. “In July, however, the amount of calculated tariffs for Canadian vehicles jumped to $311 million. That represents roughly 26 per cent of the total dutiable value. In the same month, $72 million was levied on auto parts from Canada, representing 36 per cent of the dutiable value.”
They said that within one month, July, the share of tariff-exempt Canadian vehicles dropped from 99 per cent to 36 per cent. Mexico also experienced a significant decline, with the share of tariff-free vehicles slipping from 91 per cent in March to 21 per cent in July.
