North America's automakers all face a new reality of sourcing vehicle content under the free-trade deal agreed to by the U.S., Canada and Mexico. But for Japan's auto companies, the moment is particularly worrisome.
After decades of building vehicles in relative stability in North America and spending billions of dollars to move factory capacity and suppliers from Japan, the Japanese now must re-examine their supply chains and plant investments to make sure they can meet the local- content rules of the United States-Mexico-Canada Agreement.
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