Episode
Canada’s EV Deal With China Could Reshape the Auto Industry | ATW #14
- Published
- Mar 13, 2026
- Duration seconds
- 2513
- Processing state
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- https://www.atthewheel.co/p/unpacking-canadas-course-change-on
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Summary
In this special edition of At The Wheel , Joe White and Tu Le are joined by David Kennedy, Toronto Bureau Chief for Automotive News , to break down a major geopolitical development that could reshape the North American auto industry. Canada has struck a new trade arrangement with China that could allow up to 49,000 Chinese electric vehicles annually into the North American trade zone. What does this mean for Ford, GM, Stellantis, Tesla, and the future of EV competition ? The discussion explores the Canada-China EV trade agreement, U.S. tariffs, USMCA tensions, Chinese automaker strategy, and how geopolitics is reshaping the global auto market. Topics covered in this episode include: * Why Canada lowered tariffs on Chinese EV imports * The role of Prime Minister Mark Carney and the China trade reset * How BYD, Geely, and other Chinese automakers could enter North America * The impact on Ford, GM, and Stellantis production in Canada * Whether Chinese EV technology will be allowed into North American vehicles * How Tesla, Volvo, and Polestar might benefit from the new rules * The geopolitical battle over EV supply chains and manufacturing * What this means for USMCA and North American automotive trade As global competition intensifies between China, the United States, and Europe , the future of electric vehicles, battery supply chains, and auto manufacturing is becoming increasingly political. If Chinese EVs gain a foothold in Canada, could they eventually expand into the United States? 🔎 SEO Keywords (for description text) China EVs Chinese electric vehicles Canada China trade deal EV trade war BYD Canada Geely North America China EV expansion electric vehicles Canada North American auto industry USMCA trade deal EV tariffs United States EV supply chain geopolitics autom…