President Trump has directed the Commerce Department to consider a section 232 “national security” review of the U.S. automotive industry. That follows the use of s232 for steel and aluminum. It is difficult to see where the national security angle is outside of components for military vehicles. Furthermore the auto industry has only brought four trade case petitions since the end of 2015 vs. 19 for the steel / aluminum sectors and so may not consider itself in need of help. Instead a section 201 “safeguarding” review may be possible (as already done for solar panels) though a 2% drop in...
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