ExecutiveOrdersEO
Proc 11063ProclamationTrump 47 · R

Proclamation 11063

Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Motor Vehicles

TradeTradeEconomy & LaborEconomy & LaborDefense & SecurityDefense & Security

In simple terms

This proclamation imposes an import ban on certain Canadian products currently subject to 50% ad valorem duties, effective September 29, 2026, after Canada failed to remove discriminatory motor vehicle tariffs against U.S. commerce. The ban escalates trade pressure by converting tariffed goods to prohibited imports under Section 338 of the Tariff Act of 1930.

Federal Register Open PDF 91 FR 58325

Record & deadlines

  1. Signed

    Signed by the President

  2. FR published

    Published in the Federal Register · 91 FR 58325

    Federal Register PDF
  3. In 9d

    Import ban on certain Canadian products takes effect

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

AutosSteel & aluminumShipping & logistics

Mechanisms

Ban / prohibitionTariff

Role pressure

  • AdverseImporter — Import ban eliminates legal access to certain Canadian products; 50% duty fallback if ban invalidated still severely restricts trade
  • MixedDomestic producer — Potential benefit from reduced Canadian competition offset by supply chain disruption if dependent on Canadian inputs
  • AdverseTrading-partner exporter — Canadian exporters lose U.S. market access entirely for affected products
  • AdverseDownstream manufacturer — Auto manufacturers face input shortages or cost spikes from severed Canadian supply chains

Geographies

USCA

Exposure dates

  • — Import ban on certain Canadian products takes effect

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

AAAlcoaCENXCentury AluminumLNGCheniere EnergyCLFCleveland-CliffsDACDanaosFDXFedExFFordGMGeneral MotorsHYMTFHyundai MotorMATXMatsonNUENucorSTLAStellantisTSLATeslaTMToyotaXUnited States SteelUPSUPSVALEValeZTOZTO Express

Confidence: high · Policy alerts

Key directives

  • Exclude certain Canadian products from importation effective September 29, 2026 at 12:01 a.m. ET
  • Goods imported but not entered before September 29 remain subject to 50% duty rate from Proclamation 11048
  • CBP Commissioner to issue implementing rules in consultation with Treasury, Commerce, and USTR
  • CBP Commissioner to determine and make HTSUS modifications via Federal Register notice
  • Heads of all executive departments and agencies to take appropriate implementation measures

Who is ordered

Prior policy

  • supersedeProclamation 11056
  • otherProclamation 11048

Related orders

  • referencesEO 11048
  • referencesEO 11056

What to expect

Immediate

  • Proclamation signed September 8, 2026
  • Advance notice to market of impending September 29 ban

Near term (90d)

  • Import ban takes effect September 29, 2026 at 12:01 a.m. ET
  • CBP to issue implementing rules and regulations
  • HTSUS modifications via Federal Register notice

Long term

  • Potential Canadian retaliation or negotiation
  • Structural shift in North American auto supply chains
  • Possible litigation challenging Section 338 authority

Risks & tensions

  • Escalation from tariffs to outright import ban risks WTO challenge and Canadian retaliation
  • Severability clause (paragraph 9b) creates automatic 50% duty fallback if ban invalidated, suggesting litigation anticipation
  • Supply chain disruption for U.S. auto manufacturers dependent on Canadian parts
  • Section 338 'public interest' determination provides broad presidential authority with limited judicial review precedent
  • Vague scope: 'certain products' defined only in Annex not fully reproduced in text
Proclamation 11063: Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Motor Vehicles · Executive Orders