Core Viewpoint - The automotive industry in Oshawa, Ontario, is facing unprecedented challenges due to the impact of U.S. tariff policies, leading to significant job losses and economic decline in the region [1][2]. Group 1: Industry Impact - General Motors Canada will reduce its current three-shift system to two shifts starting in November, resulting in approximately 750 workers losing their jobs [2]. - The local manufacturing union leader indicated that the unstable U.S. tariff policies have diminished General Motors' confidence in continuing investments in Oshawa, affecting not only the direct employees but also around 1,500 workers from eight supply companies [2]. - The unemployment rate in Oshawa reached 9.1% in May, significantly higher than the previous year's 5.3%, highlighting the economic strain on the region [2]. Group 2: Economic Data - Since the U.S. imposed tariffs on Canadian manufactured automobiles and parts in April, Canadian exports to the U.S. have decreased by 15.7%, contributing to a 0.1% contraction in Canada's economy in April [2]. - A report from the Ontario Financial Accountability Office predicts that by 2026, the province will lose 16,300 jobs in the auto parts manufacturing sector and 3,400 jobs in the automotive manufacturing sector [2]. Group 3: Company Strategy - General Motors' production in Canada accounts for only 10% of the company's total output, and despite 95% of Canadian production being exported to the U.S., it does not pose a significant competitive threat to the company [3]. - The trade war is prompting Canadian provinces to collaborate more closely, with General Motors Canada expected to reduce its reliance on U.S. parts and increase sourcing from other countries [3]. - The North American automotive industry is becoming less concentrated in specific regions, with a trend towards international production to maximize efficiency and cost-effectiveness [3].