GM just reported [4.2% Q2 sales decline](https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html) with EV demand explicitly cratering. Sounds like temporary weakness until you layer in (https://www.cnbc.com/2026/07/01/automakers-usmca-trade.html). Without rules-of-origin clarity, automakers can't lock in input costs for the next 18 months — that uncertainty compresses EV margins *before* volumes recover.

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