Cheap Chinese EVs Are Hitting Canada. Is The U.S. Next?

"Chinese automakers, which now build some of the most advanced electric vehicles in the world, remain effectively shut out of the U.S. market with steep tariffs. But right across America's borders, that wall is already cracking. In Mexico, Chinese EVs are already popular. And Canada opened the door to Chinese EV imports this month by slashing tariffs on a limited quota of cars from 100% to just 6%."

"Personally, I don't think it's a matter of if — it's a matter of when and how," said Shea Burns, an automotive partner at AlixPartners. "China's entry would likely come through electric vehicles, where it has an edge in cost and technology, Burns said, possibly through a joint venture with legacy automakers. BYD, Geely and SAIC are already expanding aggressively overseas, particularly in Europe, Latin America and Southeast Asia. Yet the U.S. remains the world's second-largest auto market and one of the most profitable ones."

Canada cut tariffs on a limited quota of Chinese electric vehicles from 100% to 6%, opening immediate access to Chinese EVs near major North American population centers. Chinese automakers already sell widely in Mexico and are expanding aggressively across Europe, Latin America and Southeast Asia. High U.S. tariffs currently restrict Chinese brands, but experts predict eventual entry driven by cost and technological advantages, potentially via joint ventures with legacy automakers. The U.S. remains a lucrative target as the world's second-largest auto market. Additional industry notes include a Waymo vehicle striking a child in California and Mercedes-Benz planning S-Class robotaxi deployments.

Read at insideevs.com