"China's advanced auto industry may be hitting some speed bumps at home, but it's expanding overseas at warp speed. And lately it's been a question of when, not if, those vehicles could ever come to the United States. 2026 already feels like some dominoes have begun to fall. You had the Geely Group's strong showing at CES (and hints that a U.S. debut announcement could come in the next few years),"
"As we reported on Friday, the China-Canada deal is small for nowit's capped at 49,000 cars for its first year, with expansion to 70,000 within five years. But it's a start (or rather a restart, since it returns Canada to its pre-2023 tariff deal) to something potentially big: the growing expansion of Chinese EVs into North America. And as Canadian Prime Minister Mark Carney explicitly said, most of these imports will cost under $25,000 U.S. (about $35,000 CAD)."
Chinese automakers are accelerating overseas expansion despite domestic headwinds, targeting North America through public showcases, political openness to U.S. factory investment, and new trade pathways. A Canada–China tariff agreement will allow up to 49,000 Chinese EV imports in year one, expanding to 70,000 within five years, and restores pre-2023 tariff terms. Most eligible models are priced under $25,000 USD, increasing competitive pressure on regional manufacturers and raising concerns about domestic automotive jobs. The shift could benefit companies like Tesla through market dynamics and highlights broader affordability pressures shaping EV policy and industry strategy.
Read at insideevs.com
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