The issue is basic to the construct of the USMCA (NAFTA replacement).
BMW made a multi-billion-dollar investment in Mexico in anticipation of exploiting the NAFTA loophole.  President Trump has closed the loophole.  The new USMCA agreement requires 75% of automobile parts made in North America; and 45% must come from plants with minimum labor costs ($16/hr), or face tariffs upon export to the U.S.
As a result BMW is now considering opening those higher-wage component supply operations in the U.S.

LOS ANGELES (Reuters) – BMW (BMWG.DE) is considering a second U.S. manufacturing plant that could produce engines and transmissions, Chief Executive Harald Krueger said on Tuesday, shortly after a report that U.S. President Donald Trump would impose tariffs on imported cars from next week
[…] BMW is considering changes to U.S. operations as sales in the region grow, Krueger said. BMW has a U.S. vehicle assembly plant, in South Carolina, is planning to open a Mexico factory next year, and is considering changes to its current scheme of importing engines and transmissions.

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A small but interesting development in the relationship between the U.S. and Mexico highlights a backstory CTH suspected several months ago {Go Deep}. August 25th:

As USTR Robert Lighthizer was working with the trade officials representing outgoing Mexican President Peña Nieto, White House adviser/emissary Jared Kushner was quietly working behind the scenes with AMLO trade adviser Jesus Seade and outlining the possibilities if they partnered with strategic economic objectives in mind.
As a result of Kusher’s dogged efforts to bring an entirely new dual-nationalist ‘focus’ within the trade construct, removing the historic globalist baseline, the outcome of the trade deal is excellent for both the U.S. and Mexico.  So today:

MEXICO – […] Kushner will receive the prize “for his contributions to achieve the negotiation of the new United States-Mexico-Canada Agreement (USMCA),” according to a statement by Mexico’s Foreign Relations Secretariat.
Peña Nieto will present Kushner, President Trump’s son-in-law, with the award on Thursday at the Group of 20 summit in Argentina, according to the Reforma newspaper.

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Press Secretary Sarah Sanders, National Security adviser John Bolton and National Economic Council Chairman Larry Kudlow hold a very important press briefing from the White House.
Chairman Kudlow discusses current economic issues, and the upcoming possible trade discussions with China at the G20 meeting in Buenos Aries, Argentina. At 19:00 minutes NSA John Bolton takes over to discuss the scheduling details of the G20.  [Interesting trilateral mentioned: Trump, Modi and Abe] At 30:00 minutes Sarah Sanders takes over.

President Trump’s ‘America First’  tweets are seen as dangerous to the progressive left because they are loaded with brutal, and often purposeful, honesty.  Today is another clear example.
General Motors would not exist today if it wasn’t for the taxpayer-funded bailouts of their financial position in 2008/2009.  GM is uniquely indebted to the U.S. taxpayer. After receiving those bailouts GM moved production of their newer sectors of autos to Mexico and China; providing no benefit to the American workers who funded their bailout.

GM is one deliberate presidential tweet-string away from seeing a massive consumer backlash that could would wipe out their business.  President Trump doesn’t bluff.
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GM Chevy Cruze, built at Lordstown, OH: (Sales -27% through September 2018). GM Chevy Impala, built at Oshawa, Canada and Hamtramck Michigan: (sales -13%). GM Buick LaCrosse (-14%); and Cadillac CT6 (sales -11%) both built at Hamtramck Michigan.
Following major drops in the sedan sector of the U.S. automotive market, General Motors CEO Mary Barra announced plans to halt production next year at three assembly plants: Lordstown, Ohio; Hamtramck, Michigan; and Oshawa, Ontario. GM will fully stop production on several models assembled at those plants: Chevrolet Cruze, Cadillac CT6 and the Buick LaCrosse.
These cuts could lead to approximately 6,000 to 8,000 lost jobs.

DETROIT/WASHINGTON (Reuters) – General Motors Co said on Monday it will cut production of slow-selling models and slash its North American workforce in the face of a declining market for traditional gas-powered sedans, shifting more investment to electric and autonomous vehicles.

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Canadian media are reporting that General Motors plans to shut down operation in Oshawa, Canada.   This is quite possibly an outcome that portends the sign of things to come…

CANADA – Numerous sources have told CTV Toronto that General Motors is planning to close all operations in Oshawa, Ont., affecting thousands of high-paying jobs.
The announcement is expected to be made on Monday, in the city of about 159,000 people located roughly 60 kilometres east of Toronto.  Sources said they believe the Oshawa closures are part of a global restructuring. (read more)

GM holds considerable risk exposure within the current state of international trade and economics as it relates to the auto industry.  As a result of the ongoing U.S-China trade confrontation, GM holds risk as a result of heavy investment in China.  Add to that exposure the very significant financial impacts about to start for heavy manufacturing operations inside countries aligned with the Paris Climate Treaty, and the risk increases.
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Federal Judge Randolph Moss denies a sentencing delay for George Papadopoulos and instructs him to report to federal prison in Wisconsin on Monday; Papadopoulos will serve a 14-day sentence for ‘lying’ to  federal investigators.
The Judge rejected Papadopoulos request to delay his sentence while the legitimacy of Mueller’s probe is being challenged in a separate legal case.
[Read Court Ruling Here]
Papadopoulos argued it was possible the constitutional challenge in a separate case would result in his own conviction being set aside, and that he should therefore be allowed to remain free on bail. However, U.S. District Judge Randolph D. Moss noted Papadopoulos had not appealed his own conviction, having waived his right to do so when he pleaded guilty. Moss also noted Papadopoulos had not shown the appeals court case would likely conclude the special counsel’s appointment was unlawful.
 

Purple-tie-clad representative Trey Gowdy (U-DC) appears on CBS with Margaret Brennan to discuss the congressional request for former FBI Director James Comey to appear for questioning.  Roosterhead proposes possibly video-taping the deposition of Comey at a joint Oversight and Judiciary hearing.  [shiny thing – Comey will not appear]
Here’s the structural issue about the committee request that no-one is discussing – CLICK HERE – In my opinion, that’s a intentional feature not a flaw.
Additionally, Gowdy defends the honor of Supreme Court Chief Justice John Roberts against criticism of a politicized federal judiciary from President Trump; and outlines the new “investigation” he launched into Ivanka Trump’s email use.

They said he wouldn’t pull out of the Paris Climate Treaty, he did.  They said he wouldn’t withdraw from the Trans-Pacific Partnership, he did.  They said he wouldn’t implement global Steel/Aluminum tariffs, he did.  They said he wouldn’t dare withdraw from the G7 agreement in Canada, he did.  They said he couldn’t get Canada to agree to a new NAFTA agreement, he did… the list is long.
One of the more consequential aspects to President Trump is he doesn’t bluff.  Regardless of the scale of the assertion, every adversary is WELL AWARE he will do what he threatens if the situation he confronts doesn’t change.  In this regard, no president, NO-ONE, has ever instilled such direct and focused fear once an adversarial issue, intentionally or unwittingly, falls into Trump’s sights.  They know he will do this:

The truth is, regardless of opposition or public opinion; regardless of how the media will attack the decision; President Trump will factually shut down the U.S-Mexico border if that becomes the remaining best option to deal with the crisis and protect U.S. interests.
Mexico knows this too.
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The Washington Times is reporting on a possible agreement between U.S. and Mexico officials to keep all Central American asylum seekers outside the U.S. during the process to evaluate their asylum claims.
The important backdrop here is the new Mexican President, Andrés Manuel López Obrador (AMLO), taking office on December 1st.  If the reporting is correct, there may be an agreement in the works between President Trump’s administration and AMLO’s team.
Reading between the lines, the mutually beneficial structure of such an agreement is likely based within prior economic (trade) discussions. [CTH sees Jared Kushner’s diplomatic fingerprints at work]  Friends with benefits….

(Via Washington Times) Immigrants seeking asylum in the United States by entering through Mexico could be required to wait south of the border while U.S. courts assess their cases, a member of the incoming Mexican government said in an interview published Saturday.
Andrés Manuel López Obrador, Mexico’s president-elect, plans to implement a policy known as “Remain in Mexico” after taking office next month, his top domestic policy official told The Washington Post.

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