After the U.S.–Canada Talks Collapsed, Did the Timing for Chinese EVs in Canada Change? U.S.–Canada trade talks collapsed on August 21. The same afternoon, Canada's China-EV quota passed 61%. Using Ben Polak's duel-timing model, the right move for Chinese automakers is still to step, not to throw.
Canada Lowered Its Tariff on Chinese EVs. The Market Has Not Followed. Canada cut the tariff on Chinese EVs, but only 38% of its first six-month quota had been used by July 24. The real entry test is not price alone; it is whether automakers can build dealers, service, parts, and local accountability.
