The Newsroom
Policy·October 14, 2026 at 6:30 AM EDT·1 source

How Trump’s tariffs and Iran war are becoming liabilities in Michigan’s Senate race

GM -1.7%STLA
GM · last 30 trading days-9.6% since the news
News
Michigan-Ontario annual traderoughly $80 billion
Combined 2025 tariff-related costs reported by GM, Ford and Stellantisroughly $6.5 billion

What happened

  • Michigan Republican Senate nominee Mike Rogers is calling for an end to Trump’s tariff war with Canada, reversing his earlier support for the tariffs.
  • Rogers and Democrat Abdul El-Sayed are in a toss-up race; FiftyPlusOne gives El-Sayed a four-percentage-point advantage.
  • Only 4.3% of Republican general-election ads mention Trump, versus 20.9% of Democratic ads, according to CNBC’s AdImpact analysis.
Michigan-Ontario annual trade
roughly $80 billion
Canadian goods tariffs imposed by the U.S.
50%
Combined 2025 tariff-related costs reported by GM, Ford and Stellantis
roughly $6.5 billion
Michigan voters opposing Trump’s Canadian tariffs
64.2%

Why it matters

Tariffs and higher energy costs are creating political and economic risks for automakers, manufacturers, farmers and other businesses exposed to cross-border trade and consumer prices. The race also illustrates how battleground candidates are distancing themselves from policies that may hurt local economies.

What to watch. Michigan’s Senate election in November and whether other battleground Republicans continue breaking with Trump on tariffs and Iran.

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Who is involved

How Trump’s tariffs and Iran war are becoming liabilities in …General MotorsGMFordStellantisSTLACanadaOntarioMike RogersAbdul El-SayedDonald Trump
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Sources (1)

  1. CNBCOct 14
    How Trump’s tariffs and Iran war are becoming liabilities in Michigan’s Senate race

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