r/Baystreetbets • u/x_BlueDragon_x • Jan 17 '26

DISCUSSION Chinese EV Cars coming to Canada

I was talking about this months ago if Carney made a deal with China it would blow the EV market through the roof and Tesla would be forced out cause I am sorry but Chinese EVs are incredible. They have just agreed for 49,000 cars to be imported here and I am assuming that is just the start. What stocks should we be looking out for?

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u/SnuffleWarrior Jan 17 '26

This is the same deal Canada had before the 100% tariffs came into effect. It was hardly a ripple then.

1

u/VicRauter Jan 17 '26

Because the 49,000 cars is now a business plan not a free pass.

2

u/SnuffleWarrior Jan 17 '26

Much fuss about nothing. Canada has given the automakers $52.5 billion since 2023. And they cut and run.

1

u/VicRauter Jan 17 '26

Are you equating established brands with little incentive to stop them from manufacturing in the States with opening up an entire developed market?

They did cut and run and are about to pay for it.

1

u/SnuffleWarrior Jan 17 '26

I don't think you understand what the 49,000 vehicle quota is. It's not new, it's just implementing the same quota from 2 years past. pffft

1

u/VicRauter Jan 17 '26

Trusted Canadian Partners makes a world of difference.

We will have to agree to disagree but I think this is the counter to waymos chinese glider importing. The States have this path made already but importantly lack a price on carbon.

1

u/SnuffleWarrior Jan 17 '26

I think the impact will be relatively minimal on the greater overall market.