(https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html) with EV demand specifically crashing. Meanwhile, (https://www.cnbc.com/2026/07/01/automakers-usmca-trade.html) is forcing automakers to re-evaluate supply chain economics in real time. This isn't a demand issue — it's a margin guillotine. Domestic reshoring was supposed to hit capex hard.

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