Canada bet billions on an EV boom. Was it too much, too soon?

Canada bet billions on an EV boom. Was it too much, too soon?

The federal and provincial governments bet billions on the rapid rise of the electric vehicle industry. But major EV and battery projects in Ontario, Quebec and British Columbia have since been delayed, cancelled, suspended, substantially changed — and in one case, gone bankrupt — as automakers and suppliers adjust to weaker-than-anticipated demand.

The latest is Volkswagen’s massive PowerCo battery plant in St. Thomas, Ont., where production has been pushed back two years to 2029, because of “evolving market demand.”


It was too much period.

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Trump Terminates Biden’s EV Mandate, Promises Cheaper Cars for American Families

Trump Terminates Biden’s EV Mandate, Promises Cheaper Cars for American Families

President Donald Trump says that he has approved new fuel economy standards that should cut the costs of the vehicle market.

“BIG DAY FOR AMERICAN AUTO WORKERS AND CAR BUYERS! I have just approved new Fuel Economy Standards that TERMINATE Sleepy Joe Biden and Pete Boot-EDGE-EDGE’s ridiculous EV Mandate,” Trump wrote on Truth Social. “The Dumocrats cost our Great Auto Manufacturers $Billions, forced Americans into cars they never wanted, and wasted Billions on Chargers that were never built.”

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Scott Stinson: Doug Ford’s love affair with corporate subsidies shows no sign of waning

Scott Stinson: Doug Ford’s love affair with corporate subsidies shows no sign of waning

Ministers with the Ontario government lined up on Friday to declare that an announcement from a Volkswagen subsidiary that it was delaying the opening of an EV battery plant in St. Thomas by two years was, in fact, good news. Great news, even.

“To me, it’s a great news story,” said Vic Fedeli, the minister for Economic Development, citing the fact that PowerCo now has a contract to begin building the facility, supported by at least $10 billion in subsidies from all levels of government, that it hopes will be ready by 2029.

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Doug Ford downplays VW battery plant delay as EV strategy takes another hit

Doug Ford downplays VW battery plant delay as EV strategy takes another hit

Premier Doug Ford is brushing off the latest shock to Ontario’s electric vehicle strategy as Volkswagen delays the opening of a massive battery plant south of London by two years, a reaction critics fear is naive.

“I’m not worried,” Ford said Friday after VW subsidiary PowerCo revealed the postponement until 2029 and said it has hired Canadian construction giant Ellis Don as general contractor of the $7-billion project near St. Thomas.

“What would make me worried is if they said they’re not building … that’s thousands of jobs for construction trades,” he told The Canadian Press and CityNews.

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Volkswagen delays production at Ontario electric vehicle battery plant until 2029

Volkswagen delays production at Ontario electric vehicle battery plant until 2029

The opening of a massive Volkswagen electric vehicle battery plant in southwestern Ontario has been pushed back two years until 2029.

PowerCo Canada, a subsidiary of the German automaker, says it is delaying production at the $7-billion factory in St. Thomas, Ont., in order to align the project’s timeline and product strategy with evolving market demand, technological advancements and the Volkswagen Group’s long-term strategy.

It says the later opening date will allow for next-generation battery technology while retaining the flexibility to scale over time as market conditions evolve.


Below is the current state of VW and the German auto industry. Why would they risk more in Canada?

The Perfect Storm – Chinese Decimating German Car Industry

VW is undergoing massive layoffs in Germany.

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NYC’s Electric Bus Love Affair Is Out for Gas

NYC’s Electric Bus Love Affair Is Out for Gas

It’s sad when some dreams crumble. I mean, it tugs at your heartstrings, seeing little crumpled faces from crushed hopes.

I don’t have that problem when Green grifting fever dreams crash and burn, though I do get a little sick to my stomach thinking of all the wasted time, money, and heartburn they caused people when failure was inevitable.

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Canada’s Chinese EV imports pose ‘weaponized’ security and industrial threat: Taiwanese think tank

Canada’s Chinese EV imports pose ‘weaponized’ security and industrial threat: Taiwanese think tank

TAIPEI, TAIWAN—The Canadian federal government and Canadian consumers should be wary of continuing to import Chinese electric vehicles (EVs) in its trade deal with China, says the head of a Taiwanese think tank focusing on Taiwanese government policy and relations with China.

“You do not want your land vehicles to be controlled by [China] and weaponized by them,” I-Chung Lai—The Prospect Foundation president and the former director general of both international affairs and China affairs—told The Hub during a foreign press tour event at the think tank’s headquarters in Taipei. “That threat needs to be taken very seriously.”

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Toronto Business Group With United Front Ties Reportedly Sought Chinese EV Tariff Cut Before Carney’s Beijing Deal

Toronto Business Group With United Front Ties Reportedly Sought Chinese EV Tariff Cut Before Carney’s Beijing Deal

OTTAWA — Days before Prime Minister Mark Carney traded lower tariffs on Chinese electric vehicles for relief on Canadian canola, a Toronto-area Chinese business association reportedly urged his office to remove Canada’s 100 percent surtax on those vehicles, citing support for Canadian farm exports.

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CRACKED: TTC’s disastrous electric bus experience exposed

CRACKED: TTC’s disastrous electric bus experience exposed

Weeks before the board of the Toronto Transit Commission hurried a report off the floor, in a transit yard in Philadelphia, the electric buses were on fire.

The Southeastern Pennsylvania Transportation Authority, or SEPTA, had fought a losing battle with its fleet of 25 Proterra Catalyst buses. Cracks kept showing up in the bodies of the buses, including to the chassis, and they seemed to defy any patching done by SEPTA’s engineers.

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Canada Ready to Clawback Stellantis Cash Unless Production Resumes at Toronto-Area Factory

Canada Ready to Clawback Stellantis Cash Unless Production Resumes at Toronto-Area Factory

OTTAWA—Canada’s Industry Minister Melanie Joly reiterated Friday that Stellantis STLA -4.46%decrease; down pointing triangle could be on the hook for hundreds of millions in repayments to the government unless the company’s factory near Toronto resumes auto production.

The plant, in Brampton, Ontario, has been idle since 2024, and Stellantis is in advanced talks to sell that factory to a Canadian armored-car maker.

“That plant needs to reopen. We need a new model. If not we’ll get our money back,” said Joly, who has threatened to sue Stellantis to recoup cash that lawmakers gave the car maker to retool its factories in Brampton and Windsor, Ontario.


Watch out Stellantis! Joly is on the case!

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Volkswagen’s Electric Suicide Pact

Volkswagen’s Electric Suicide Pact

Volkswagen is in trouble, and its very survival is now in question. The great German automaker is in peril largely due to the decision of European political leaders to impose an all-electric future on the European auto industry. But VW’s dire situation also stems from its eager embrace of that vision. Volkswagen acquiesced to the EV mandate without any pushback, pledging to be all-electric in Europe by 2035, and all-electric globally soon thereafter. Unfortunately for Volkswagen, the European Union allowed the import of cheap EVs subsidized by the Chinese government to capture much of the (forcibly-compelled) EV market in Europe.

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Only 15,603 Chinese-made EVs have entered Canada under Carney-Xi deal

Only 15,603 Chinese-made EVs have entered Canada under Carney-Xi deal

Fewer than 16,000 Chinese-made electric vehicles have entered Canada since January under a trade deal struck between Prime Minister Mark Carney and Chinese President Xi Jinping as part of what Ottawa described as a “new strategic partnership” aimed at easing tensions and strengthening economic ties.

That’s less than one-third of the 49,000 Chinese-made EVs that Canada said would be allowed into this country in 2026 under the deal, which vastly reduced tariff rates. Beijing in turn agreed to scale back retaliatory tariffs on Canadian seafood, canola seed and other farm products.

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Carney scrapped EV sales mandate after only 35% of Canadians backed quotas

Carney scrapped EV sales mandate after only 35% of Canadians backed quotas

Prime Minister Mark Carney moved to scrap Ottawa’s electric vehicle sales mandate shortly after federal polling found nearly half of Canadians opposed the regulations and just 35% supported them, records show.

The Department of Natural Resources commissioned the nationwide survey, which found support particularly weak west of Ontario, including British Columbia where the Liberals held 20 seats

(Incognito)

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EV charger thefts on the rise as value of copper reaches record high

EV charger thefts on the rise as value of copper reaches record high

As Canada aims for a goal of 90 per cent electric vehicle adoption by 2040, thefts from EV charging stations are becoming a prominent issue around the country.

The price of copper, the highly conductive metal which is used in EV charging cables, has been steadily climbing in recent years, to an all-time high of around $20.99 per kilogram earlier this month.

Thieves have been capitalizing on the rise in value, officials say, with thefts costing B.C.’s provincial power company more than $1 million in the past year.

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Liberal delegation urged Chinese EV maker BYD to boost Canadian demand

Liberal delegation urged Chinese EV maker BYD to boost Canadian demand

CALGARY — A federal delegation visiting China encouraged electric vehicle giant BYD to generate more demand for its cars in Canada and consider establishing production operations here, according to a newly released report to Parliament.

The visit came as Canadian automakers warned that Ottawa’s guaranteed five-year quota allowing 278,989 Chinese electric vehicles into the country could threaten domestic manufacturing jobs, according to Blacklock’s Reporter.

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