The Climate Cycle

What A New Auto Strategy Means for Canada's EV Supply Chain


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Canada's auto sector faces a choice: follow the US away from EVs, or bet on the technology the rest of the world is adopting. We look at Canada’s new auto strategy - dropping Chinese EV tariffs, restoring rebates, and introducing Canada's first independent emission standards - and what it means across manufacturing, minerals, and charging.

Our guest is Denise Lee, a transportation policy advisor at Clean Energy Canada, a leading clean energy think tank. Prior to this role, she was a clean technology consultant in the U.K., helping governments and the private sector deploy low-carbon technologies such as electric vehicles, solar, and energy storage systems. She has also worked Tesla, SDTC, and as a researcher studying carbon capture economics.

What we cover:

  • Why Canada shifted from 100% tariffs to a quota system for Chinese EVs
  • How independent tailpipe standards position Canada as the US falls behind
  • Trade diversification with Korea, China, and the EU
  • Supply chain implications for critical minerals, EV parts, and charging infrastructure
  • What exposure to leading manufacturers could teach Canadian automakers - and how it’s worked in the past
  • Why provincial and municipal policy matters as much as federal action

Links:

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The Climate CycleBy Climate Tech Canada