[GM's 4.2% Q2 sales decline](https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html) is the symptom, not the disease. The real geopolitical story today is [USMCA's pending expiration](https://www.cnbc.com/2026/07/01/automakers-usmca-trade.html) and the rules-of-origin uncertainty it creates for Mexico-sourced EV powertrains and steel.

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