Industry analyst: ITC battery ruling could complicate USMCA rule-of-origin compliance

The U.S. International Trade Commission’s recent decision to limit imports needed for electric vehicle battery production in a Georgia plant could make it more difficult for some automakers to meet an already challenging U.S.-Mexico-Canada Agreement rule of origin, a longtime auto industry analyst said on Tuesday. USMCA dictates that a car’s “core parts,” including advanced batteries, must meet a high regional value content threshold of 75 percent for that car to benefit from duty-free treatment. Today, though, there are just...