EV Trade Recalibration: EU–China Price Undertakings, Canada Quotas, and US Tariff Stasis
Source material indicates the EU and China agreed on a January 12, 2026 framework for price undertakings that could ease EU tariffs on Chinese BEVs imposed in late 2025. Canada’s January 16, 2026 preliminary deal introduces a quota-based entry model, while China–US EV tariffs appear unchanged with elevated duties persisting.