Canada & South Korea Discuss Trade Deal As BYD Eyes India
Canada and South Korea are working toward a new trade deal that would bring more auto manufacturing to that country.
tariffs
GM Profit Sharing Takes a Hit & Some UAW Members Blame EVs
Tesla’s recent financial reporting has gotten a lot of attention this week. Its business continues to become less focused on EVs and its already limited lineup is shrinking. Overall, Tesla is not on a positive trajectory. Sales, revenue, and earnings are down, but it is still profitable. However, Tesla was … [continued]
We All Pay For Protectionism
At CES, I didn’t get the chance to attend as many panels and discussions as I had hoped. When I made it, I was often pulled away partway through by another commitment. However, I had the chance to attend “Competing in a Trade-Disrupted World,” moderated by Ed Brzytwa, Vice President … [continued]
Canada Opens Up To China’s EVs: Motivated By The Long Term, Not Tariffs
Our sources are once again proven reliable. In our earlier exclusive a few days before the news broke globally, we spoke of how China’s automobile and industry organizations were pushing (caressing) the Canadian government to reduce EV tariffs so that they could export their EVs to Canada. EV makers in … [continued]
Canada’s New Trade Agreement Has Far Reaching EV Implications
As Steve recently wrote, Canada announced a trade deal with China that will allow a quota of 49,000 EVs at a tariff rate of 6.1%, raising to 70,000 vehicles over five years. This is big news. While the quota volume might look small compared to the Chinese market, it makes … [continued]
Exclusive + Op-Ed: The Elephant in the Vroom: Will Canada Reconsider Its Tariff Policy?
When Canada’s then–Deputy Prime Minister Chrystia Freeland warned last year about “the elephant in the room” in global EV trade, she was referring to China — its scale, its speed, and its growing dominance of the electric vehicle supply chain. As Prime Minister Mark Carney arrived in Beijing yesterday, that … [continued]
Sierra Club: Rising Prices Directly Linked to Trump Tariffs, Cuts to Clean Energy
CPI Data Released Today Shows Trump’s Trade, Energy Policy is on the “Wrong Course” WASHINGTON, DC — Today, the Bureau of Labor Statistics released consumer price index data for September to November, showing a 2.7% increase in inflation for goods and services. BLS did not release an October report due to Republicans’ … [continued]
US Coal Exports Drop 11% — Tariffs & Lower Demand Top Reasons
Many people concerned about the climate crisis and pollution will be happy to hear that US coal exports dropped 11% in the first half of 2025. Proponents of sticking with fossil fuels despite the climate and pollution problems may be surprised to find out that much of the reason for … [continued]
The US Is Losing The Trade War With China
The US president proclaimed his meeting with Xi Jinping was a smashing success, but many ask whether the US lost more than it gained.
The Effect Of Tariffs On The Auto Industry — It’s Not Just EV Manufacturers That…
The Trump administration has imposed double-digit tariffs on automobiles and auto parts for virtually all of the world’s largest vehicle manufacturers. And, boy, are global automakers and their supply chains starting to feel the effects of the tariffs, which range from 7.5%–25%. The tariffs are severely disrupting the automotive industry, … [continued]
