Exclusive + Op-Ed: The Elephant in the Vroom: Will Canada Reconsider Its Tariff Policy? - CleanTechnica

The article discusses Canada’s 100% tariff on Chinese electric vehicles (EVs) in the context of the global EV transition, highlighting the growing dominance of China in the EV supply chain. It emphasizes that China is no longer an emerging player but has already achieved a post-transition EV industry, with over 50% of the world’s battery electric vehicle (BEV) sales and rapid year-on-year growth in production, sales, and exports. This scale and momentum position China as the central force driving the global EV market, particularly in Asia, where emerging markets are also accelerating EV adoption. Canada’s tariff policy is portrayed as increasingly out of sync with this reality, acting as an industrial positioning statement that isolates the country from the global EV ecosystem. The article argues that Canada is not just blocking Chinese EV volume but also the capability embedded in China’s fully integrated EV industry, exemplified by companies like BYD that control the entire EV stack—from battery production to software and charging infrastructure. This comprehensive integration underscores