ExecutiveOrdersEO
Proc 11065ProclamationTrump 47 · R Quiet signal

Proclamation 11065

Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Motor Vehicles

TradeTradeEconomy & LaborEconomy & LaborEnergy & EnvironmentEnergy & Environment

In simple terms

This proclamation modifies the scope of 50 percent additional ad valorem duties on Canadian automotive products originally imposed under Proclamation 11048. Effective September 15, 2026, certain Canadian products will newly become subject to the duties while others will be removed from coverage, following Canada's failure to remove discriminatory motor vehicle tariffs. The duties apply alongside existing Section 232 duties and the Harmonized Tariff Schedule is modified accordingly.

Federal Register Open PDF 91 FR 58339

Record & deadlines

  1. Signed

    Signed by the President

  2. FR published

    Published in the Federal Register · 91 FR 58339

    Federal Register PDF
  3. 5d ago

    Modified duties effective for goods entered for consumption or withdrawn from warehouse

Market exposure

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

Sectors

AutosSteel & aluminumOther industrial

Mechanisms

Tariff

Role pressure

  • AdverseImporter — 50% additional ad valorem duties on newly covered Canadian automotive products increase import costs; cumulative with Section 232 duties
  • MixedDomestic producer — Potential competitive protection from Canadian imports but input cost pressure if reliant on Canadian parts now covered; relief if products removed from scope
  • AdverseTrading-partner exporter — Canadian automotive exporters face modified 50% duty barrier; scope changes shift which products bear burden
  • MixedDownstream manufacturer — U.S. auto assemblers face input cost uncertainty depending on which parts covered/removed; integrated supply chain disruption risk

Geographies

USCA

Exposure dates

  • — Modified duties effective for goods entered for consumption or withdrawn from warehouse

Illustrative public companies

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

MMM3MAAAlcoaAAPLAppleCATCaterpillarCENXCentury AluminumCLFCleveland-CliffsFFordFCXFreeport-McMoRanGEVGE VernovaGMGeneral MotorsHONHoneywellHYMTFHyundai MotorNUENucorSPYSPDR S&P 500 ETFSTLAStellantisTSLATeslaTMToyotaXUnited States SteelVALEVale

Confidence: high · Policy alerts

Key directives

  • Modify scope of products subject to 50% additional ad valorem duties under Proclamation 11048 per Annex I, Parts A and B
  • Effective September 15, 2026 at 12:01 a.m. ET for goods entered for consumption or withdrawn from warehouse
  • Modify HTSUS per Annex II effective same date
  • Agency heads to take all appropriate measures to implement
  • CBP Commissioner to issue rules/regulations in consultation with Treasury Secretary, Commerce Secretary, and USTR
  • CBP Commissioner to determine and make additional HTSUS modifications via Federal Register notice
  • USTR delegated President's approval authority under 19 U.S.C. 1338(h)
  • Supersede inconsistent provisions of prior proclamations and Executive Orders

Who is ordered

Prior policy

  • supersedeinconsistent provisions of previous proclamations and Executive Orders
  • otherProclamation 11048
  • otherProclamation 11056

What to expect

Immediate

  • Proclamation signed September 8, 2026
  • Public announcement of modified duty scope

Near term (90d)

  • Additional duties take effect September 15, 2026 at 12:01 a.m. ET
  • CBP to issue implementing rules and regulations
  • Federal Register notice with HTSUS technical modifications expected

Long term

  • Duties continue unless suspended, revoked, amended, or terminated
  • Potential trade negotiation dynamics with Canada
  • Supply chain restructuring if duties persist

Risks & tensions

  • Canada's 'reneging' on commitment cited as justification; diplomatic friction likely to escalate
  • 50% duty rate approaches statutory maximum under Section 338, limiting further escalation room
  • Modification of scope rather than removal suggests calibrated pressure tactic, but uncertainty about which products added/removed (Annex I not fully provided in text)
  • Cumulative application with Section 232 duties creates compounded cost pressure on cross-border automotive trade
  • Supply chain disruption risk for highly integrated U.S.-Canada auto sector
  • Text notes 'senior executive branch officials' recommended scope modification; process opacity flagged
Proclamation 11065: Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Motor Vehicles · Executive Orders