General Motors announced on January 3, 2026, a significant $25 billion capital relocation to Canada, initiating a comprehensive restructuring of its North American manufacturing operations. This strategic shift is a direct response to escalating uncertainty in U.S. trade and industrial policies, including inconsistent tariffs. Consequently, GM has indefinitely paused three planned U.S. facility expansions, notably in Ohio, Tennessee, and Michigan, impacting future electric vehicle production in the region.
General Motors Initiates $25 Billion Capital Relocation to Canada, Pausing US EV Expansions