Managed Access vs. Hard Barriers: EU Price Undertakings, US 100% Tariffs, and Canada’s Quota Opening for China EVs
The source indicates the EU has shifted from its October 2024 tariff regime to a price undertaking system that trades tariff revenue for minimum-price commitments, quotas, and investment pledges. The US maintains a 100% tariff and is expanding Section 232 investigations in 2026, while Canada is reducing tariffs to 6.1% under a capped quota framework through 2030.