Kogod School of Business
The article uses the 2026 Kogod Made in America Auto Index to examine how the Ford Mustang GTD's cross-border production could complicate its treatment under potential changes to North American automotive trade rules.
Key Takeaways:
- The 2026 Kogod Made in America Auto Index reports that the Mustang GTD has 70 percent US and Canadian content, with final assembly in Canada.
- The article explains that the Kogod figure cannot determine whether the GTD would meet proposed tariff requirements because it combines US and Canadian content, while a proposed rule could require 50 percent of a vehicle's value to originate specifically in the US.
- The GTD's production spans three countries: it begins assembly in Michigan, undergoes its hand-built transformation in Canada, uses a US-sourced engine, and has a transmission from Mexico.
“The 70% Kogod figure does show that the GTD is not a purely US-sourced car but a vehicle whose value and production story spread across the continent,” the article states.
Read the full article.