Automotive
Electric vehicles facing uphill climb

From Resource Works
Ford shifts from EVs to gasoline trucks in Oakville due to declining demand and financial losses, challenging government EV targets.
In October 2020, the federal and Ontario governments announced with fanfare that they would each pour $295 million into helping Ford upgrade its assembly plant in Oakville to start making electric vehicles.
“The upgrade of the Ford plant will make Oakville into the company’s No 1. electric vehicle factory in North America,” we were told.
And Prime Minister Trudeau declared: “This is a win-win. . . . helping accelerate our transition to a low-carbon, clean-growth economy, which will help protect our environment, drive innovation, and create many good middle-class jobs.”
In April 2023, Ford announced it will spend $1.8 billion to retool its Oakville Assembly Complex, beginning in mid-2024, to build next-generation passenger electric vehicles in 2025.
Then the target date of 2025 becomes 2027.
And now, in July 2024, reality strikes: Ford confirmed that the Oakville plant would no longer produce electric three-row SUVs but would instead turn out larger, gasoline-powered versions of its flagship F-Series pickup truck.
The reason: a global slowdown in electric vehicle demand, with hesitant customers delaying plans to buy EVs, and many opting instead for hybrid-electric vehicles.
Ford, for one, said it will step up hybrid offerings and that by 2030 it expects to offer hybrid powertrains across its lineup of gas-powered vehicles. Ford has also delayed production of electric pickup trucks in Tennessee.
Ford now says its electric vehicle unit lost $1.3 billion USD in the first quarter alone. It sold 10,000 vehicles in that period, and thus lost about $132,000 US for every EV it sold.
General Motors also announced it would cut production of EVs, citing slowing demand.
As far as we know, Honda Canada is proceeding with a $15 billion plan to create Canada’s first comprehensive electric-vehicle supply chain, comprising four plants in Ontario. It includes Honda’s first EV assembly plant in Alliston, ON, which Honda said will produce up to 240,000 vehicles per year.
Flavio Volpe, president of the Automotive Parts Manufacturers Association, said the Ford decision is “not good news,” and he fears there will be similar announcements from other car companies.
And automotive industry analyst Robert Karwel says: “I would definitely not be surprised to see announcements from other companies.”
“People are getting payment fatigue right now generally, and EVs are more expensive,” said Karwel, a senior manager of J.D. Power’s Power Information Network. “The average car payment hit $900 a month in January.”
In the first quarter of this year, 46,744 light and medium-duty EVs were registered across Canada, 11.2% of the market share.
B.C. has long led Canada in the uptake of electric vehicles, and in May they made up 10.7% of light-duty vehicle sales.
But another factor weighing on consumers is B.C.’s recent reduction in rebates for electric vehicles.
B.C. reduced rebates to $3,000 for battery, fuel-cell and longer-range plug-in hybrid electric vehicles and $1,500 for shorter-range plug-in hybrid electric vehicles. The previous incentives ranged from $2,500 to $6,000, depending on the kind of car.
And now, only vehicles sold for under $55,000 qualify for the rebates. Previously, the maximum price was $77,000 to qualify. The federal rebate of $5,000 for qualifying vehicles, introduced on May 1, is still available.
If the slowdown in demand continues, it will only help power producers such as B.C. Hydro, which face staggering demand for power, for EVs and for industrial and clean-energy use.
The federal government requires at least 20% of new vehicles sold in Canada to be zero-emission vehicles (ZEVs) by 2026, at least 60% by 2030, and 100% by 2035. (ZEVs include battery electric vehicles and plug-in hybrid electric vehicles.)
Prime Minister Trudeau: “As a great Canadian once said, that is where the puck is going and that is where we’re going to be.”
B.C. is even more ambitious: It has set targets requiring 90% of all light-duty new vehicle sales to be zero-emission by 2030 and 100% by 2035.
That means B.C. needs substantially more power to cope with EVs — and will require even more than that to handle expected population growth and the province’s plans to electrify BC’s economy and push clean energy.
Now the Energy Futures Institute (EFI) calls in a new report for “a dramatic increase in domestic electricity production” in B.C., and cancellation of current plans to wind down some existing power-generation facilities.
EFI chair Barry Penner: “After years without new generation coming online, the long-awaited Site C dam is expected to start producing power by next year. Even if Site C was available last year or this year, it wouldn’t be enough to avoid having to import electricity from the United States and Alberta to keep our lights on.”
As for the federal target, the Public Policy Forum says Canada must build more electricity generation in the next 25 years than it has over the last century in order to support a net-zero emissions economy by 2050.
All in all, Canada’s electric vehicle transition could cost more than $300 billion by 2040 as the installation of charging infrastructure expands, upgrades to the electrical grid are made, and other changes take place, according to a report released by Natural Resources Canada.
Among other things, it says Canada needs to add 40,000 public charging ports per year on average between now and 2040. There now are around 32,000 public ports across the country, and roughly 11,000 were installed in 2023.
The Canadian Vehicle Manufacturers’ Association says lack of charging infrastructure is already deterring some would-be EV buyers. A lack of charging station availability was cited as a top concern by 72% of consumers, according to an Autotrader Canada survey conducted in March.
- Cornelius van Kooten, an economics professor and Canada Research Chair in Environmental Studies and Climate Change at the University of Victoria, said the federal timeline for electric vehicles “isn’t realistic or feasible.”
In a study for the free-enterprise Fraser Institute, he said that to meet the goal, Canada would need the equivalent of 10 big new hydro dams (or 13 large natural-gas power plants).
Quebec, for one, has already had to start limiting industrial expansion because it can’t fill all the power needs.
So you can but sigh when you hear of Quebec’s latest plan for electric vehicles: it is moving ahead with regulations that not only mandate EV sales but actually prohibit sales of any internal combustion engines — including plug-in hybrids, from January 1, 2035.
Automotive
Canadians rejecting Liberal’s EV mandates because consumers are rational

From Resource Works
Bad policy, not misinformation, is to blame for the decline in EV sales
It was a clever move for federal minister Gregor Robertson to stand in Victoria and blame the oil and auto industries for spreading “misinformation” about electric vehicles.
If people don’t follow a government order, then someone else must have lied to them.
But the truth is simpler, and more uncomfortable for Ottawa and Victoria: Canadians are against aggressive EV mandates because the policies behind them are not based on reality.
Politicians have been pushing electric vehicles (EVs) as a cornerstone of the fight against climate change for years, promising a cleaner future through ambitious mandates and generous rebates.
All of this effort looked good on paper: passing laws, handing out thousands (millions, billions) in subsidies, paving the way for Canada’s transition to an electric future.
But, in real life, it’s just not working out this way.
Why? Because instead of crafting long-term rules based on the realities of infrastructure, cost, and consumer choice, Ottawa rushed ahead with policies that ignored market signals.
They assumed subsidies would keep EV sales flowing indefinitely, only to be shocked when sales plummeted once the rebates dried up.
Canadians are responding rationally to high prices, unreliable charging networks, and impractical mandates.
Not long ago, Ottawa set ambitious, unattainable targets: 20 percent zero-emission vehicle sales by 2026, 60 percent by 2030, and 100 percent by 2035.
British Columbia went further, aiming for 26 percent by 2026, 90 percent by 2030, and 100 percent by 2035.
In theory, it looked achievable. In practice, it’s been a wake-up call.
The numbers tell the story. Statistics Canada reported that EVs accounted for 18.29 percent of new vehicle sales in December 2024. Just four months later, when Ottawa’s iZEV program ran out of funds and provincial rebates ended, that figure crashed to 7.53 percent.
In British Columbia, once a leader in EV adoption, the market share dropped from nearly 25 percent in mid-2024 to 15 percent a year later.
Quebec, long the most EV-friendly province, saw a similar decline when its $7,000 subsidy was slashed nearly in half.
Why? Canadians have been very clear.
Cost is the biggest barrier, according to polls like this one from Ipsos in 2025. But this isn’t the only issue.
Ipsos found 56 percent of British Columbians oppose EV mandates, with even higher resistance among older households and those outside Metro Vancouver. People resent being told they must buy expensive cars they can’t easily charge or fully trust in harsh winters.
Subsidies made high sticker prices tolerable for middle-class families, but when the rebates vanished while mandates and fines remained, buyers walked away.
Barry Penner of the Energy Futures Institute put it bluntly: governments “put the cart before the horse,” demanding widespread adoption before ensuring affordability or infrastructure.
The financial penalties for automakers are steep. Missing federal targets by 10 percent could mean hundreds of millions in fines.
In British Columbia, dealers face $20,000 penalties for every gas-powered car sold over the mandated ratio. Those who can’t comply often buy credits—frequently from Tesla, a California-based company that benefits while Canadian businesses foot the bill. These rules aren’t just hitting “Big Oil”; they’re straining local dealers and sending money abroad.
Infrastructure is another glaring issue. Ottawa estimates Canada has 33,700 chargers today but needs 679,000 by 2040—an average of 40,000 new chargers annually for 15 years, a pace experts call unrealistic.
In British Columbia, Penner notes the province has just 5,000 chargers now and needs 40,000 more by 2030. Meeting the 2035 mandate would also require electricity equivalent to two additional Site C dams, even as B.C. relies on 20 to 25 percent of its power from external sources, often fossil fuels.
Canadians aren’t against cleaner technology—they’re against being forced into choices that don’t fit their lives. The frustration stems from policies that feel disconnected from the realities of cost, convenience, and infrastructure. More blame or moralizing won’t fix this.
Penner has urged governments to “take our foot off the gas and realign our policies with reality.”
That could mean reinstating rebates if mandates persist, investing heavily in charging networks, or setting broader emissions targets that give consumers real choices instead of rigid quotas.
The EV dream will keep stalling unless that happens. It’s not because Canadians don’t know what’s going on; it’s because governments made decisions based on wishful thinking.
Agriculture
Canola or cars? Canada can’t save both

This article supplied by Troy Media.
By Doug Firby
Canada is risking its most successful export to prop up an EV pipe dream
Picture a Canadian industry that contributes $43 billion to the economy and employs about 200,000 people.
There aren’t many of those in this country. Any industry of that size should be considered indispensable.
And yet, while there is (understandable) national hand-wringing over the future of Canada’s auto industry—especially in light of U.S. President Donald
Trump’s renewed tariff rampage—another industry, arguably more economically important, is being dangerously overlooked.
That industry is canola.
A summer drive through Manitoba, Saskatchewan or Alberta makes the scale hard to miss. Yellow fields stretch to every horizon. Canola production has exploded over the past decade and has become the very lifeblood of the Prairies.
Without it, large parts of those provinces would be economically barren and far more sparsely populated. We’re not talking about niche agriculture here—we’re talking about a foundational industry that keeps the lights on across three provinces.
Canada is the world’s largest exporter of canola, a crop used to produce cooking oil, animal feed and biofuels. Its export-driven success makes it a cornerstone of the Prairie economy.
Now consider this: Canada’s auto manufacturing industry contributes about $19 billion annually to GDP and employs around 125,000 people directly in assembly and parts manufacturing. Include distribution and aftermarket services, and you get a bigger figure, but the core numbers still pale in comparison to canola.
So, here’s the uncomfortable question: If you had to sacrifice one, which would it be?
It’s a Hobson’s choice. Nobody wants to lose either. But Canada has been pushed into a position where something has to give.
The Trudeau government—and before that, the Biden administration—imposed 100 per cent tariffs on made-in-China electric vehicles (EVs). The logic was straightforward: protect the billions being pumped into Canada’s auto sector and turn the country into a hub for EV innovation and production.
It was a defensive move: one meant to slow China’s dominance in the global EV market and give domestic manufacturers room to grow. Without it, cheap, wellbuilt Chinese EVs would undercut Canadian and North American models before they ever left the factory floor.
But China doesn’t take these things lightly. In retaliation, it slapped a 76 per cent tariff on Canadian canola. Prairie farmers, many of whom are already grappling with rising costs and unpredictable weather, are now wondering if their main market is disappearing overnight.
China has long been Canada’s largest canola customer, though the relationship has had flare-ups, including temporary bans in past years tied to diplomatic disputes.
More than two-thirds of Canada’s exported canola goes to China. The latest tariff hike has already wiped out an estimated $1 billion in value. And there’s no clear end in sight.
Manitoba Premier Wab Kinew was blunt last week: Canada cannot afford to be in a trade war with both the United States and China. He suggested that, in the short term, Ottawa should direct EV tariff revenues to support canola producers. That may buy us some time. But the broader strategic question looms larger: With the U.S. under Trump becoming an increasingly unstable trade partner, and China punishing us for playing by American rules, where does Canada place its long-term bet?
It’s not an easy question to answer.
China is hardly an ideal partner. Its human rights record is abysmal, and its growing economic power often comes with strings attached. But we also can’t deny that it has already become the global manufacturing centre in many key sectors—including electric vehicles.
Then there’s the U.S. A longtime ally, yes, but under Trump, all bets are off. In January, he said of Canada, “We don’t need anything they have.” Not cars. Not oil. Not even niceties.
CUSMA—the Canada–United States–Mexico Agreement that replaced NAFTA—governs most of Canada’s trade with our two largest partners. If Trump reopens the deal—and with Trump, it’s usually safest to take him literally—the Canadian auto industry may not survive. Billions in subsidies and protective tariffs won’t matter if the largest market slams its door shut.
So, again: what should we protect?
New markets for canola are being pursued—in Europe, Japan and elsewhere. But they won’t match China’s scale anytime soon. Diversifying export markets takes years. Prairie farmers don’t have that kind of time.
Meanwhile, dreams of building a Canadian-made EV remain just that: dreams. The auto sector may eventually pivot and survive, but right now, it’s the one on life support. Canola is the industry that’s vibrant—unless we let it get crushed in a trade crossfire.
I lived in an auto town for over two decades. I know the stakes. I’ve seen what happens when plants close, when supply chains dry up, and when livelihoods vanish.
But we need to be realistic.
Canola is a winning industry. It feeds the economy, supports thousands of families and helps keep our rural communities alive. It doesn’t need endless
subsidies or federal cheerleading—it just needs stable access to markets.
That might mean giving ground on EV tariffs. That might mean swallowing some pride on the international stage. But Canada cannot afford to sacrifice a thriving sector to save one already on the brink.
If we’re going to make hard choices—and we will—let’s make the one that protects what still works.
Canada cannot lose canola.
Doug Firby is an award-winning editorial writer with over four decades of experience working for newspapers, magazines and online publications in Ontario and western Canada. Previously, he served as Editorial Page Editor at the Calgary Herald.
Troy Media empowers Canadian community news outlets by providing independent, insightful analysis and commentary. Our mission is to support local media in helping Canadians stay informed and engaged by delivering reliable content that strengthens community connections and deepens understanding across the country
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