News, deep dives, and analysis — every Canada story, newest first.
tay updated on the wave of 2026 EV cancellations and delays. From Ford's F-150 Lightning exit to GM's Ultium collapse, we track the $53B retreat from all-electric commitments.
The numbers coming out of Windsor, Ontario right now are striking. Jahn Engineering, a tool and die shop that has served automakers on both sides of the border for years, has seen its sales fall nearly 70% since U.S. policy changes kicked in. The company has already made layoffs. It is not alone. Windsor’s Supply…
The vacant lot next to Fred Ippolito’s Volkswagen dealership in West Islip, New York, says more about the current state of auto retail than any industry report. According to the Wall Street Journal, Ippolito bought it four years ago, convinced Scout Motors would need dealer partners to move its American-built trucks and SUVs. Today it’s…
Tesla’s Canadian Model 3 inventory has gone to zero. A check of Tesla’s Canadian storefront shows no Model 3 units available for order, and the timing lines up directly with Canada’s new 6.1% tariff on Chinese-built EVs, which replaced the previous 100% surtax under Prime Minister Mark Carney’s January 2026 trade agreement with Beijing. The…
The Western auto industry has spent years blaming Chinese state subsidies for BYD’s price advantage over Tesla and other foreign rivals. A new Rhodium Group report published February 19 makes that argument a lot harder to sustain. According to the New York-based independent research firm, Chinese government support accounts for just $235 of BYD’s roughly…
The numbers Stellantis published Wednesday, February 26, confirm what the February 6 preliminary announcement already signaled: Stellantis booked a €20.1 billion net loss for the second half of 2025, or roughly $23.8 billion, driven by €25.4 billion in total writedowns across the full year. The second-half adjusted operating loss came in at €1.38 billion, in line with…
The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…
Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…
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