Canada

There's a fairly easy path to get full auto production in Canada at expense of US production.

Ultimatum/cooperation with auto manufacturers to publicly support the policy is needed. Cheap electricity and aluminum/steel in Canada and expensive in US, along with exchange rate and health care cost advantage means making cars here.

So subsidize energy and materials inputs in Canada, with revenue from high export tariffs on energy and materials to US. Coordinate same with Europe. US rearming Ukraine is not going to get Russian/Belarus imports, so do the same to agriculture with Potash export tariffs. We don't need to put tariffs on US energy/materials inputs.

The ultimatum to auto manufacturers is threat of 200% tariffs (equivalent to ban) on US made cars if they don't prioritize Canada operations. Partial tariffs on individual manufacturers if they close plants.

US policy in Trump 1.0 was to impose a cost of $900k per steelworker job on US economy. We also already have a currently high subsidy for auto workers and Canadian projects. It is not a significant loss if industry will automate anyway over time, and massive value enhancement is available from Chinese imports.

Maple syrup reserves. Aluminum

Trump: "I'll tariff your aluminum."

Quebec: "Harder daddy!"

(no seriously, this is a brilliant move from Quebec. They hold all the cards here, they produce 75% of all the aluminum in North America, and importing from anywhere else is far more expensive because it has to go over an ocean, and shipping metal is fucking expensive. They know they'll get all this business back the moment the tariffs are lifted, so they can afford to just crank up the heat and wait for Trump to collapse.)

Wonder if this will end up like Ford's 25 percent surcharge on electricity? They should have coordinated on these things.