Canada’s Pivot to Chinese EVs: A Strategic Trade Shift and What It Means for the Market
Executive Summary: A Landmark Policy Reversal In a move that signals a significant shift in North American trade dynamics, Canada has reached a groundbreaking agreement with China to reduce its tariff on Chinese-manufactured electric vehicles from 100% to 6.1%. Announced during Prime Minister Mark Carney’s January 2026 visit to Beijing, this “EVs for Canola” deal represents a strategic decoupling from the United States’ hardline stance on Chinese automotive imports. The a...



