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game theory

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After the U.S.–Canada Talks Collapsed, Did the Timing for Chinese EVs in Canada Change?

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.
22 Aug 2026 7 min read
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