Using the Auto Index’s data on the Ford Mustang GTD, the article examines how integrated manufacturing across the U.S., Canada, and Mexico complicates efforts to determine which vehicles qualify as American under potential new trade rules.

Key Takeaways:

• Kogod’s 2026 Auto Index reports that the Mustang GTD has 70 percent U.S. and Canadian content and identifies its final assembly location as Canada.
• The article notes that the Auto Index is a consumer-facing measure and should not be treated as a tariff-compliance calculation, particularly because its 70 percent figure does not distinguish U.S. content from Canadian content.
• The Mustang GTD and Chrysler Pacifica demonstrate how potential shifts toward stricter U.S.-specific content requirements could create new pricing and sourcing challenges for automakers with integrated North American supply chains.

Read the full article.