Canadian tariffs on Chinese EVs should look like the United States’, not Europe’s

From the Macdonald Laurier Institute

By Heather Exner-Pirot

It is clear that China’s green manufacturing subsidies are not merely levers to promote their domestic economy at the expense of their competitors, but part of a larger strategic plan to control parts of the global energy and transportation system.

China is now, beyond a doubt, engaged in dumping and subsidizing a range of clean technologies to manipulate global markets. The remaining question is: How should Canada respond?

The Finance Minister’s consultations on China’s unfair trade practices in electric vehicles is welcome, if belated. Canada should closely follow the United States’ lead on this matter, and evaluate the extent to which other Chinese products, from lithium-ion batteries to battery components, should also be sanctioned.

The New Trio

A key plank of China’s economic growth strategy is manufacturing and exporting the “new trio”: solar photovoltaics, lithium-ion batteries, and electric vehicles. These are high value-add, export-oriented products that China is hoping can compensate for domestic economic weakness driven by a property market crisis, poor demographics, and insufficient consumer demand.

To solidify its role in green technology manufacturing, the Chinese government has provided enormous industrial subsidies to its firms; far higher than those of western nations. According to analysis by Germany’s Kiel Institute, the industrial subsidies in China are at least three to four times – or even up to nine times – higher than in the major EU and OECD countries.

Washington-based think tank CSIS conservatively estimates industrial subsidies in China were at least 1.73 percent of GDP in 2019. This is equivalent to more than USD $248 billion at nominal exchange rates and USD $407 billion at purchasing power parity exchange rates – higher than China’s defense spending in the same year.

On top of state subsidies, Chinese green technology manufacturing companies also benefit from preferential access to critical mineral supply chains (many aspects of which China dominates and manipulates the global market), weak labour and environmental standards, and economic espionage (including stealing technology from western firms and using Chinese-made products to gather intelligence from their western consumers). This green tech espionage includes Chinese-made electric vehicles which are widely suspected of collecting users’ data and sending it back to China in ways that violate their privacy and security.

It is clear that China’s green manufacturing subsidies are not merely levers to promote their domestic economy at the expense of their competitors, but part of a larger strategic plan to control parts of the global energy and transportation system.

European and American Response

In response to these blatantly egregious practices, both the European Commission and United States have recently announced tariffs on Chinese-made electric vehicles.

The European Commission announced their tariffs on July 4, 2024, following a nine-month anti-subsidy investigation. Individual duties were applied to three prominent Chinese producers: BYD (17.4%); Geely (19.9%); and SAIC (37.6%).

Other Battery Electric Vehicle (BEV) producers in China, which cooperated in the investigation but were not sampled, are subject to a 20.8% duty. Non-cooperating companies are subject to a 37.6% duty.

The United States policy was announced on May 14, 2024, and is both more comprehensive and more punitive than the European Commission’s. It covers not only electric vehicles, which face an increase in tariffs from the previous 25% to 100% as of August 1, 2024, but lithium-ion batteries (from a 7.5% to 25% tariff) and battery parts (from a 7.5% to 25% tariff). Natural graphite and permanent magnets will also face a tariff of 25%, starting in 2026.

Canada’s Response

Minister Freeland’s determination that Canada “does not become a dumping ground” for subsidized Chinese-made EVs, and commitment that Canada “will not stand” for China’s unfair trade practices, is very welcome.

To that end, Canada’s tariff policy on Chinese-made EVs should closely match the United States’, rather than Europe’s.

Canada’s auto industry is highly integrated with the United States, and our EV and battery supply chain, to the extent consumers will demand them, will be no different. Official Washington is seized with the threat China poses to the liberal world order and their position atop the global hierarchy. The United States will have little tolerance for Canada as a back door for Chinese-made EVs and battery parts. The growth and penetration of Chinese-made EV imports in Canada from 2022 to 2023 – an increase of 2500% year over year, now representing 25% of our imported EVs – shows that this is not a theoretical problem, but an existing one.

A soft touch on Chinese EV tariffs would likely create worse economic consequences for Canada in the North American context – in terms of impact to our domestic auto manufacturing industry, extensive battery supply chain investments, and CUSMA renegotiations – than it would confront from China, though these may indeed be painful.

For all these reasons, Canada should extend tariffs to lithium-ion batteries and battery parts as well, as the United States has done. This is fully with precedent. Canada has already applied extensive duties to Chinese-made photovoltaics and wind towers, and has put heavy investment restrictions on Chinese ownership of critical minerals production and miners in Canada.

Long-term Thinking

Free trade is a cornerstone of the liberal world order. It has improved the material well-being of billions of people. Restrictions on trade should not be taken lightly.

But Chinese dumping, subsidies, and market manipulation mean that the global market is not free for many critical minerals, EVs, solar panels, wind towers, lithium-ion batteries, and other green technology components. Canada cannot ignore that fact for a perceived short-term gain from cheaper products.

Just as Europe learned that relying on Russia for cheap natural gas was expensive, relying on China for our energy transition will not move Canada to a lower carbon energy system easier, faster or cheaper. It will impose different costs that Canadians will pay in a multitude of ways.

This may disappoint those that prioritize renewables and EV deployment over national security and domestic economic growth. The good news is that Canada has good options that satisfy climate goals as well. Canada is rich in oil, gas, uranium, and water. We are independent in fossil fuels, nuclear and hydroelectric energy. Let us build on those strengths and invest in green technologies that leverage them, including carbon capture, utilization and storage (CCUS), third and fourth generation nuclear reactors, pumped storage hydropower, and hydrogen.

Canada needs to focus on decarbonization efforts in areas in which we can both be energy independent and protect Canadian consumers and workers from unfair trade practices. To do this, Canada should apply appropriately punitive anti-dumping subsides on Chinese-made EVs, lithium-ion batteries, and battery parts.

Heather Exner-Pirot is director of energy, natural resources and environment at the Macdonald-Laurier Institute.

Related Topics:#ElectricVehicleSales #EVSales #HeatherExnerPirot #MacdonaldLaurierInstitute CanadianEVTariffs ChineseEVTarrifs

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Major automakers push congress to block California’s 2035 EV mandate

Published on April 28, 2025

Todayville

MxM News

Quick Hit:

Major automakers are urging Congress to intervene and halt California’s aggressive plan to eliminate gasoline-only vehicles by 2035. With the Biden-era EPA waiver empowering California and 11 other states to enforce the rule, automakers warn of immediate impacts on vehicle availability and consumer choice. The U.S. House is preparing for a critical vote to determine if California’s sweeping environmental mandates will stand.

Key Details:

Automakers argue California’s rules will raise prices and limit consumer choices, especially amid high tariffs on auto imports.
The House is set to vote this week on repealing the EPA waiver that greenlit California’s mandate.
California’s regulations would require 35% of 2026 model year vehicles to be zero-emission, a figure manufacturers say is unrealistic.

Diving Deeper:

The Alliance for Automotive Innovation, representing industry giants such as General Motors, Toyota, Volkswagen, and Hyundai, issued a letter Monday warning Congress about the looming consequences of California’s radical environmental regulations. The automakers stressed that unless Congress acts swiftly, vehicle shipments across the country could be disrupted within months, forcing car companies to artificially limit sales of traditional vehicles to meet electric vehicle quotas.

California’s Air Resources Board rules have already spread to 11 other states—including New York, Massachusetts, and Oregon—together representing roughly 40% of the entire U.S. auto market. Despite repeated concerns from manufacturers, California officials have doubled down, insisting that their measures are essential for meeting lofty greenhouse gas reduction targets and combating smog. However, even some states like Maryland have recognized the impracticality of California’s timeline, opting to delay compliance.

A major legal hurdle complicates the path forward. The Government Accountability Office ruled in March that the EPA waiver issued under former President Joe Biden cannot be revoked under the Congressional Review Act, which requires only a simple Senate majority. This creates uncertainty over whether Congress can truly roll back California’s authority without more complex legislative action.

The House is also gearing up to tackle other elements of California’s environmental regime, including blocking the state from imposing stricter pollution standards on commercial trucks and halting its low-nitrogen oxide emissions regulations for heavy-duty vehicles. These moves reflect growing concerns that California’s progressive regulatory overreach is threatening national commerce and consumer choice.

Under California’s current rules, the state demands that 35% of light-duty vehicles for the 2026 model year be zero-emission, scaling up rapidly to 68% by 2030. Industry experts widely agree that these targets are disconnected from reality, given the current slow pace of electric vehicle adoption among the broader American public, particularly in rural and lower-income areas.

California first unveiled its plan in 2020, aiming to make at least 80% of new cars electric and the remainder plug-in hybrids by 2035. Now, under President Donald Trump’s leadership, the U.S. Transportation Department is working to undo the aggressive fuel economy regulations imposed during former President Joe Biden’s term, offering a much-needed course correction for an auto industry burdened by regulatory overreach.

As Congress debates, the larger question remains: Will America allow one state’s left-wing environmental ideology to dictate terms for the entire country’s auto industry?

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Top Used Ford SUVs for Families and Adventurers

Published on April 28, 2025

Todayville Content Team

Finding the perfect SUV that balances comfort, safety, and adventure-ready performance can be a challenge, but Ford’s lineup of used SUVs offers some of the best options available. Whether you need a spacious vehicle for your growing family or an all-terrain companion for weekend getaways, there’s a Ford SUV to match your lifestyle. Let’s explore the top choices that deliver reliability, versatility, and affordability.

What to Look for in a Used Ford SUV?

Before diving into specific models, it’s essential to know what features matter most when shopping for a used Ford SUV. Here are key factors to consider:

● Safety Features – Look for models equipped with Ford Co-Pilot360, which includes automatic emergency braking, blind-spot monitoring, and adaptive cruise control.
● Reliability and Maintenance Costs – Research common issues and ensure the SUV has a solid maintenance history.
● Fuel Efficiency – Choose a model that aligns with your commuting or road trip needs.
● Cargo and Passenger Space – Ensure the SUV has enough room for your family, gear, and pets.
● Off-Road Capability – If adventure is your goal, opt for models with all-wheel drive (AWD) or four-wheel drive (4WD).

If you’re ready to explore available options, check out https://stampedeauto.com/used-ford/ for a selection of quality used Ford SUVs.

1. Ford Escape – The Compact Family Favorite

The Ford Escape is a practical, fuel-efficient SUV perfect for small families and urban explorers. With a history of strong safety ratings and a spacious interior, it strikes a balance between convenience and performance.

Why Choose a Used Ford Escape?

● Fuel Efficiency – Older models with the 1.5L EcoBoost engine offer up to 30 MPG highway.
● User-Friendly Technology – Equipped with Ford SYNC infotainment and smartphone connectivity.
● Versatile Cargo Space – Fold-flat rear seats provide ample room for groceries, sports equipment, or luggage.
● Best Model Years to Buy – 2018-2021 models have modern safety features and improved fuel economy.

2. Ford Edge – The Perfect Mid-Size Balance

For those who want more space without stepping into full-size territory, the Ford Edge is an ideal midsize SUV. It offers a roomy two-row layout, strong engine options, and a smooth ride.

Why Choose a Used Ford Edge?

● Spacious Cabin – More rear legroom than many competitors.
● Powerful Engine Choices – Available 2.0L EcoBoost and 2.7L V6 for extra performance.
● Advanced Safety Features – Includes lane-keeping assist and pre-collision assist in newer models.
● Best Model Years to Buy – 2019-2022 models offer a modern design and strong reliability.

3. Ford Explorer – The Ultimate Family SUV

If you need three rows of seating without sacrificing performance, the Ford Explorer is a top contender. It’s an excellent SUV for large families and those who need extra passenger capacity.

Why Choose a Used Ford Explorer?

● Seating for Up to Seven – Third-row seats offer flexibility for larger families.
● Strong Towing Capacity – Can tow up to 5,000 lbs when properly equipped.
● Powerful Yet Efficient – The 2.3L EcoBoost engine delivers a balance of power and fuel savings.
● Best Model Years to Buy – 2017-2022 models feature advanced driver assistance and improved comfort.

4. Ford Expedition – The Full-Size Powerhouse

For those who need maximum space and towing capability, the Ford Expedition is a standout choice. It’s built for large families, cross-country road trips, and hauling heavy loads.

Why Choose a Used Ford Expedition?

● Room for Eight – A full-size SUV with unmatched passenger space.
● Towing King – Can tow up to 9,300 lbs, ideal for boats and trailers.
● High-Tech Features – SYNC 3 infotainment and multiple USB ports keep everyone connected.
● Best Model Years to Buy – 2018-2022 models have turbocharged efficiency and refined interiors.

5. Ford Bronco Sport – The Adventurer’s Compact Choice

For outdoor enthusiasts, the Ford Bronco Sport is a rugged compact SUV designed for off-road fun while still being a practical daily driver.

Why Choose a Used Ford Bronco Sport?

● Trail-Ready Performance – Standard AWD and off-road modes for different terrains.
● Compact Yet Spacious – Clever storage solutions for camping and gear.
● Turbocharged Engines – 1.5L and 2.0L EcoBoost options for strong performance.
● Best Model Years to Buy – 2021-2023 models provide the latest tech and rugged styling.

Before purchasing a used Ford Bronco Sport, be sure to check for any recalls. For example, certain Ford Bronco Sport and Maverick models have been recalled to fix faulty batteries. To learn more about this, visit Consumer Reports’ coverage on the recall.

Buying Tips: How to Get the Best Deal on a Used Ford SUV

● Certified Pre-Owned (CPO) Options – Ford’s CPO program includes extended warranties and inspections.
● Check Vehicle History Reports – Avoid SUVs with major accidents or unresolved recalls.
● Test Drive and Inspection – Always inspect brakes, transmission, and suspension.
● Compare Prices – Look at local dealerships and online marketplaces for the best deals.
● Negotiate Smartly – Research market value and be prepared to walk away if needed. It also helps to choose a used car dealer with transparent pricing and a solid reputation.

Conclusion

Choosing the right used Ford SUV depends on your specific needs. If you want fuel efficiency and city-friendly size, the Escape is a great choice. For those needing extra space and towing power, the Explorer or Expedition are top contenders. If adventure is a priority, the Bronco Sport
offers unbeatable off-road capability.

No matter which Ford SUV you choose, you’ll get a reliable vehicle that blends comfort, technology, and performance—without the high price tag of a new model. Start your search today and find the perfect used Ford SUV for your family or next adventure.