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Ford's $325k Hand-Built Mustang GTD Can't Legally Comply With Trump's Proposed Tariff Rules

Professor Frank DuBois's Kogod Made in America Auto Index was featured in CarBuzz.

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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.