Canada is aware of this risk, and is working to reduce the risk into the future.
https://www.capp.ca/wp-content/uploads/2025/11/Canadian-Impo...
Canada has slashed vehicle import tariffs, and Geely and BYD are both setting up operations. This concern declines into the future as Canada ramps their EV imports from China. Any US automaker factories in Canada will end up under Chinese automaker control eventually, for some domestic manufacturing component.
Canada's light vehicle market is only ~<2M vehicles/year; China exports that many EVs every two months, and continues to scale up, constrained only by marine capacity. Canada will keep importing EVs to move away from needing refined petroleum products, and work towards diversifying away from supplying the US with petroleum. As of this comment, China can manufacture 50M EVs/year (global annual light vehicle TAM is ~90M units/year), so we should assume they can continue to satisfy whatever global import demand is as long as their are enough car carriers available for exporting.
https://www.carscoops.com/2026/09/canada-chinese-ev-imports/
> In January, Canada and China announced a “new strategic partnership” that would allow 49,000 Chinese EVs to be imported at a most-favored-nation tariff rate of 6.1%.
https://robbieandrew.github.io/carsales/?lang=en&freq=monthl...
This pairs nicely with recently announced investments in an EV charger network across Canada.
https://www.canada.ca/en/environment-climate-change/news/202...
https://driveteslacanada.ca/news/canada-ev-charging-funding-...
https://natural-resources.canada.ca/energy-efficiency/transp... (Canada EV charger map)
(think in systems, Canada does not need to destory all of its gasoline and diesel demand, just enough to make decoupling from the US for imports of those fuels a nothingburger, and they are well on their way)
https://www.capp.ca/wp-content/uploads/2025/11/Canadian-Impo...
Canada has slashed vehicle import tariffs, and Geely and BYD are both setting up operations. This concern declines into the future as Canada ramps their EV imports from China. Any US automaker factories in Canada will end up under Chinese automaker control eventually, for some domestic manufacturing component.
Canada's light vehicle market is only ~<2M vehicles/year; China exports that many EVs every two months, and continues to scale up, constrained only by marine capacity. Canada will keep importing EVs to move away from needing refined petroleum products, and work towards diversifying away from supplying the US with petroleum. As of this comment, China can manufacture 50M EVs/year (global annual light vehicle TAM is ~90M units/year), so we should assume they can continue to satisfy whatever global import demand is as long as their are enough car carriers available for exporting.
https://www.carscoops.com/2026/09/canada-chinese-ev-imports/
> In January, Canada and China announced a “new strategic partnership” that would allow 49,000 Chinese EVs to be imported at a most-favored-nation tariff rate of 6.1%.
https://robbieandrew.github.io/carsales/?lang=en&freq=monthl...
This pairs nicely with recently announced investments in an EV charger network across Canada.
https://www.canada.ca/en/environment-climate-change/news/202...
https://driveteslacanada.ca/news/canada-ev-charging-funding-...
https://natural-resources.canada.ca/energy-efficiency/transp... (Canada EV charger map)
(think in systems, Canada does not need to destory all of its gasoline and diesel demand, just enough to make decoupling from the US for imports of those fuels a nothingburger, and they are well on their way)