Toyota Motor has increased its U.S. sales volume for the April-June 2026 quarter, contrasting with declines reported by American automakers General Motors and Ford. This growth underscores Toyota's growing reliance on the U.S. market for stable sales. However, this dependence also exposes the Japanese automaker to risks from sudden policy changes under U.S. President Donald Trump.

One significant concern is potential modifications to the United States-Mexico-Canada Agreement (USMCA) trade deal, which could add approximately $1,200 in costs per vehicle. These changes pose a financial challenge for Toyota as it navigates the evolving trade landscape.

The developments highlight the complex interplay between international trade policies and global automotive markets, particularly for companies like Toyota with substantial exposure to the U.S. market.

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(Source: Nikkei Asia)