How to Build a Vehicle Source-Country Map From a $28.38B/month Aggregate

U.S. vehicle import customs value is $28.38B/month a month as of Aug 2026, per Census International Trade, currently sliding. This aggregate series does not contain country shares, so it cannot rank origins or quantify concentration. Build that view from country-level Census records using the same vehicle classifications, valuation basis and month before making a supply-concentration claim.

What a defensible origin table needs

Start with customs value and, where available, entered units by country and vehicle classification. Then report each origin's share with the period and denominator visible. For scale only, an assumed one-third share of the current aggregate would equal $9.46B a month, and an assumed 10% share would equal $2.84B; neither is an observed country share. Qualifying trade-program treatment must be measured at the entry level rather than inferred from country alone, and product mix must be controlled before comparing average values or unit counts across origins.

How the mix shifts, and what shifts it

Trade-program eligibility, tariff actions, exchange rates, product launches and plant locations are plausible explanations for an origin-share change. The aggregate chart identifies none of them. A causal policy claim needs entry-level treatment, effective dates, affected and comparison origins, and pre/post quantities or values. An FX claim needs invoice currency, hedging and pass-through evidence. A platform claim needs model and plant records. Use those facts to explain a measured country-share change rather than reading a cause from a monthly national wiggle.

U.S. vehicle imports per month, Aug 2026: $28.38B/month. The archived series has ranged from $19.55B (Sep 2021) to $35.01B (Mar 2025).

Measure the country-share change first. Then test policy, currency and plant explanations with evidence matched to that origin.

Turning shares into exposure dollars

Annualized, the aggregate customs value runs about $340.57B if the latest month persisted. In a scenario where an origin held 30% of that value, the descriptive exposure would be $102.17B a year; at 10%, $34.06B. If one-third were fully exposed to a 5% currency change with complete pass-through and no hedge, the mechanical sensitivity would be $5.68B. Those are assumptions, not observed shares or expected repricing. A dealer or fleet buyer should map its own contracts by origin, invoice currency and hedge coverage.

Use the country-of-origin cost risk calculator to quantify how tariff and sourcing-country exposure translate into landed-cost risk for your program. Score your origin risk