Trade Deals and Automotive Challenges

This chapter examines the intricate dynamics of trade deals, particularly with China, as they influence market trends ahead of the 2026 midterm elections. It explores the effects of rising yields, tariff implications, and restrictions on rare earth minerals on the automotive industry, forecasting a shift to established vehicle models. Additionally, it addresses the evolving landscape of electric vehicle production and the ongoing trade tensions that will shape the future of the industry.