Toyota’s Trump Problem: Its Best-Selling Vehicle in the U.S. Isn’t ‘Made in America’

TOKYO—Toyota Motor Corp. said Wednesday that its shipments from Japan to the U.S. rose 22% in April, highlighting the problem it faces if the Trump administration makes good on threats to impose higher tariffs on imports.

The problem is crystallized in one model: the RAV4 sport-utility vehicle. It is the most popular Toyota among American consumers—and none are made in the U.S. More than half are imported from Japan, while the rest are made in Canada and imported tariff-free under the North American Free Trade Agreement.

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