Good morning! This is Queen Street Analytics' weekly roundup of regulatory developments, legislative discussions, political announcements and other government-related news for car manufacturers, parts suppliers, car dealers, and others in the automotive industry. Every Monday, we break down the most important updates in this space in under five minutes.

Want to track the upstream and downstream forces affecting Automotive? Don’t miss this week’s updates in Manufacturing and Oil & Gas.

Dates: 2025-11-02 to 2025-11-08

📋 In This Week's Newsletter

• 🇨🇦 Canadian Federal Government News
• 🗺️ Canadian Provincial Government News
• 🇺🇸 US Federal Government News
• 📚 What We're Reading This Week

Canadian Federal Government News

Federal Government Initiates Dispute Resolution over Stellantis Jeep Production Relocation

Ottawa has launched a dispute resolution process after Stellantis announced the transfer of Jeep production from Brampton, Ontario, to the United States. Federal officials cited concerns regarding compliance with bilateral trade commitments and potential risks for Canadian jobs and local production networks. The government is seeking settlement under relevant trade mechanisms and is soliciting feedback and input from stakeholders throughout the process.

Sources: www.theglobeandmail.com, www.thestar.com, globalnews.ca, financialpost.com

Refined Petroleum Products: Distributors Report Sales Decline in 2024

Statistics Canada released data indicating that secondary distributors of refined petroleum products in Canada sold 23.4 billion litres during 2024, representing a 1.9% year-over-year decrease. Motor gasoline constituted 50.5% of the sales, diesel fuel oil 43.5%, light fuel oil 3.4%, and heavy fuel oil 2.6%. This shift in the distribution mix will be noted by suppliers and industrial consumers across transportation and manufacturing sectors.

Sources: www.statcan.gc.ca

End-Use Sales of Refined Petroleum Products Edge Up in 2024

Statistics Canada reports total sales of refined petroleum products to end-users reached 89.6 million cubic metres in 2024, a 0.7% increase from the previous year. The dataset may be referenced for fuel demand trends affecting vehicle operations and fleet management planning.

Sources: www.statcan.gc.ca

Canadian Provincial Government News

New Brunswick Proposes Elimination of Vehicle Registration Stickers

On November 5, New Brunswick tabled legislation to end the use of registration stickers for all vehicles beginning next spring. Enforcement will rely on electronic confirmation of registration instead.

Sources: www2.gnb.ca

Manitoba Introduces Expanded Tax Exemptions for Manufacturers

Manitoba's proposed budget implementation bill would provide immediate retail sales tax exemptions for new machinery and equipment under the Manufacturing Investment Tax Credit, reducing upfront costs for manufacturers.

Sources: news.gov.mb.ca

Quebec Confirms Winter Tire Mandate for All Registered Vehicles

Quebec reiterated that winter tires are required for all vehicles from December 1 to March 15, with non-compliance subject to fines between $200 and $300.

Sources: www.quebec.ca

New Brunswick Moves to Modernize Internal Trade Regulations

New Brunswick tabled the Free Trade within Canada Act, aiming to harmonize product standards and streamline trade across Canadian provinces, improving interprovincial market access for local businesses.

Sources: www2.gnb.ca

Ontario Expands Auto Sector Support Through Tariff Relief and Tax Credits

Ontario's 2025 Fall Economic Statement includes enhanced support for manufacturers impacted by U.S. tariffs, increased funding for the Ontario Together Trade Fund, and updated eligibility for the Ontario Made Manufacturing Investment Tax Credit.

Sources: news.ontario.ca

US Federal Government News

White House Modifies Reciprocal Tariff Rates in Accordance with China Trade Arrangement

On November 4, 2025, President Trump issued an executive order altering tariff rates and extending suspension of certain duties on Chinese imports, reflecting commitments under the Kuala Lumpur Joint Arrangement. China agreed to remove export controls on critical minerals, support agricultural exports, and suspend tariffs on U.S. goods; enforcement provisions remain in case of non-compliance. The current suspension period runs through November 10, 2026.

Sources: www.whitehouse.gov

Postal Regulatory Commission Requests Updates on Vehicle Cost Reporting

The Postal Regulatory Commission has ordered the Postal Service to provide an update by December 1, 2025, detailing research progress on Delivery Vehicle Costs, Vehicle Service Driver Costs, and Window Service Costs. Public comments can be submitted on the reporting methodologies and additional research topics for enhancing annual compliance data.

Sources: www.federalregister.gov

White House Message on Infrastructure Security and AI Technology Investment

The administration marked November as Critical Infrastructure Security and Resilience Month, announcing over $400 billion in investments for AI infrastructure, new data centers, electrical grids, and communications systems. The initiative targets improvements in transportation, supply chain resilience, and global competitiveness. Cross-department efforts include workforce development in advanced technology sectors.

Sources: www.whitehouse.gov

What We're Reading This Week

• Auto giants urge Trump administration to extend USMCA: Leading U.S. automakers ask the government to extend the North American trade pact.
• Trump is turning America’s auto industry into a global backwater. Canada must now go its own way: Emerging challenges for Canada amid evolving U.S. automotive policy.
• Removing emissions cap will lower roadblocks for oil development, Wakeham says: Federal emissions cap policy faces local debate over future oil and gas projects.
• Review: The Prelude is back: We test the hybrid with a system that simulates a manual transmission: An overview of Honda’s hybrid Prelude embracing manual transmission technology.

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