AGP Executive Report
Last update: 4 hours agoAuto Supply Chain Pressure: Transportation Secretary Sean Duffy pressed Ford to end technology licensing ties with Chinese battery maker CATL, warning of national security risks; Ford says it’s a limited licensing deal, not a joint venture. Trade Escalation at the Border: The White House announced a Sept. 29 import ban on select Canadian dairy, alcohol and motorcycles, alongside tighter federal procurement rules, as the U.S.-Canada tariff fight continues. EVs and China Policy: Trump signaled openness to Chinese automakers building U.S. plants if they hire American workers, while keeping finished Chinese car imports restricted. Manufacturing Investment: Ford will spend $1B on a new paint shop at its Kentucky Truck Plant in Louisville, replacing the current facility as part of broader Kentucky upgrades. Energy Storage Meets Politics: Data center backlash is raising questions about whether stationary battery storage plans tied to automakers could become a new flashpoint. Global Energy Risk: Iran and allies are disrupting key Middle East shipping lanes, threatening higher fuel costs that can ripple through U.S. manufacturing input prices.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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