Over the past 24 hours, the auto industry has experienced some of the most extreme whiplash in the saga of the Trump administration’s tariffs, ending on Wednesday night with two contradicting policy proposals coming out of the White House: China may be granted exemptions on auto part tariffs, but Canada’s car tariffs might increase.

A coalition of U.S. auto industry groups on Tuesday urged President Donald Trump not to impose 25% tariffs on imported auto parts, warning they would cut vehicle sales and raise prices.