The United States leads in investment in electric vehicles in North America, according to the American Automotive Policy Council (AAPC). 

Of the total regional investment in this critical area, the United States has attracted 81 percent, followed by Canada (11 percent) and Mexico (8 percent).

The AAPC represents the common public policy interests of U.S. automakers Ford Motor Company, General Motors Company and Stellantis.

Investment in electric vehicles

Since the entry into force of the USMCA, the automotive trade relationship with Canada and Mexico has changed and, in many ways, improved from the U.S. perspective. 

The United States now has an overall automotive trade surplus (vehicles and auto parts) with Canada for the first time in decades, and the vehicle trade deficit with Mexico has stabilized. 

From January through March 2025, U.S. automotive exports to the Canadian market were $17.054 billion, while Canadian automotive exports to the U.S. market totaled $14.247 billion.

With respect to automotive trade with Mexico, the United States exported products for 10,312 million dollars and imported goods for 42,920 million dollars, according to data from the Department of Commerce.

These data include trade in cars, trucks, buses, auto parts and specialty vehicles.

While the import of auto parts and automotive components into the United States from Mexico continues to grow, this is partly explained by the growth in U.S. motor vehicle production, which generates higher demand for auto parts from Mexico and is also artificially inflated by the high level of U.S. inputs used in many of the auto parts that are shipped into the United States from Mexico and Canada, and simply returned to the United States.

Automotive Production

The United States leads global investment in electric vehicle technologies, with nearly $312 billion, mostly from domestic manufacturers. 

Of that figure, $223 billion is already earmarked for specific projects. Ford, GM and Stellantis have invested more in 12 years than foreign automakers have in six decades and also lead in employment and R&D investment within the country.