// Global Analysis Archive
Canada will allow up to 49,000 China-made EVs annually at a 6.1% tariff, replacing a prior 100% duty, a structure that initially favors Tesla and Geely-controlled Volvo/Polestar due to existing North American compliance. The move deepens policy divergence with the U.S. and could intensify price competition as certification accelerates and quota rules prioritize lower-cost EVs over time.
Canada’s reported shift to a 6.1% tariff with an annual quota for China-made EVs is poised to benefit Tesla, Volvo, and Polestar first due to existing North American compliance and distribution readiness. The move may lower EV prices and broaden supply in Canada, but it also increases exposure to U.S. trade friction and policy volatility.
Canada will allow up to 49,000 China-made EVs annually at a 6.1% tariff, replacing a prior 100% duty, a structure that initially favors Tesla and Geely-controlled Volvo/Polestar due to existing North American compliance. The move deepens policy divergence with the U.S. and could intensify price competition as certification accelerates and quota rules prioritize lower-cost EVs over time.
Canada’s reported shift to a 6.1% tariff with an annual quota for China-made EVs is poised to benefit Tesla, Volvo, and Polestar first due to existing North American compliance and distribution readiness. The move may lower EV prices and broaden supply in Canada, but it also increases exposure to U.S. trade friction and policy volatility.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-888 | Canada Opens Low-Tariff Quota for China-Made EVs, Giving Tesla and Geely Brands an Early Edge | Canada | 2026-02-09 | 0 | ACCESS » |
| RPT-866 | Canada’s China-Made EV Quota Opens a Fast Lane for Tesla and Geely Brands | Canada | 2026-02-08 | 0 | ACCESS » |