GM expects to top Ford in U.S. vehicle production as it faces up to $4 billion in tariff costs
General Motors aims to become the top U.S. vehicle assembler, targeting 2 million units annually, surpassing Ford. This push for increased domestic production comes as GM anticipates facing between $3 billion and $4 billion in tariff costs this year, similar to last year's $3.1 billion, with potential for higher costs depending on tariffs from South Korea. GM CEO Mary Barra expressed hope for a new U.S.-South Korea trade deal to stabilize tariff rates.
https://www.cnbc.com/2026/01/27/gm-plans-to-top-ford-in-us-production-amid-trumps-tariff.html