Donald Trump Considers USMCA Withdrawal
Analysis based on 10 articles · First reported Feb 11, 2026 · Last updated Feb 11, 2026
The potential withdrawal of the United States from the United States–Mexico–Canada Agreement (USMCA) by Donald Trump introduces significant uncertainty, threatening higher tariffs and disrupting integrated supply chains across North America. This could lead to negative market sentiment for the United States, Canada, and Mexico, impacting various industries, especially automotive.
Donald Trump is privately considering withdrawing the United States from the United States–Mexico–Canada Agreement (USMCA), a trade pact he signed during his first term. This consideration injects significant uncertainty into the ongoing renegotiations involving the United States, Canada, and Mexico, which are set for a mandatory review on July 1. Donald Trump has demanded additional trade concessions from Canada and Mexico and pressured them on unrelated issues like migration and drug trafficking. US Trade Representative Jamieson Greer's office intends to keep Donald Trump's options open and negotiate to address identified issues, with talks proceeding bilaterally. If the United States withdraws, it could shake the foundations of one of the world's largest trading relationships, covering approximately $2 trillion in goods and services, leading to higher tariffs and economic disruption. Canadian Prime Minister Mark Carney and Mexican President Claudia Sheinbaum have reacted to these developments, with Mark Carney having a 'positive' conversation with Donald Trump and Claudia Sheinbaum downplaying the likelihood of withdrawal.
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