Canada announces plans for 25% tariff on electric vehicles coming from the US - Related to a, 25%, made, us, strikes
AAA still exists, and they’ve made a new deal with ChargePoint
Best known for offering roadside assistance plans and TripTik travel maps in the days before GPS, the American Automobile Association (AAA) is still popular, claiming more than 60 million members in the US and Canada – and now, those members will be able to get preferred pricing at ChargePoint stations.
Established in 1902 by nine motor clubs with fewer than 1,500 members, AAA today boasts more than 60 million members. For their money, AAA members get discounts on auto insurance, hotel stays, and financial services.
“AAA’s first priority is serving our members,” said Bob Huffman, Director of Roadside Programs & Benefits for AAA. “By working with ChargePoint, we are able to provide resources and services to our clubs and service providers, so they are able to best assist our members when they need us most.”.
This newest arrangement with ChargePoint offers yet another benefit for AAA road-trippers, but the initial press release is somewhat light on details. It explains only that deal covers Level 2 AC charging as well as Level 3 DC fast-charging stations AAA and CAA (Canadian Automobile Association) members in need of charging infrastructure can find more information at this link.
It’s not much, in the way of information. Still, when the nation’s largest auto club is talking about EVs, it feels like we’re moving in the right direction.
Tesla charging at a NACS station; via ChargePoint.
Despite those impressive stats, if you’d asked me what I knew about AAA yesterday I would have told you a story about driving a Mosler Twinstar from Florida to Las Vegas in 22 hours using a AAA TripTik and guessed they’d closed up shop sometime in the last decade.
Alas, there seem to still be a healthy number of Baby Boomers still buying AAA memberships for college-age grandkids out there (the average age of members was 55 in 2014, and I assume it’s only gone up from there). Making them aware of EVs – and making the EVs even easier and cheaper to own – can only be a good thing.
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Canada announces plans for 25% tariff on electric vehicles coming from the US
Canada has confirmed that, as part of its effort to retaliate against the US over President Trump’s trade war against allies, it will impose a 25% tariff on electric vehicles from the US.
President Trump followed through with his threat to impose new 25% tariffs on all goods coming from Mexico and Canada, two countries with which he signed updated free trade agreements just a few years ago when he was president.
The reason Trump can impose those tariffs and break those free trade agreements is due to his use of “emergency power”, which he justifies because he states Canada and Mexico are not doing enough to stop fentanyl from crossing the border into the US.
Furthermore, when listening to Trump’s rhetoric around making Canada the “51st state” of the United States, it becomes clear that the real reason he is putting economic pressure on Canada is due to his wish to expand US territory as part of some ego-driven legacy-building agenda.
Regardless, we are now in the middle of a North American trade war started by the US president, and Canada has issued its response.
Canada will implement a 25% tariff on $30 billion in goods imported from the [website] starting on Tuesday, February 4th.
The government is also working on a much more severe second wave of 25% tariffs on an additional list of imported [website] goods worth $125 billion. This list is currently subject to public commentary for 21 days before being implemented, but it currently includes:
“Passenger vehicles and trucks, including electric vehicles, steel and aluminum products, certain fruits and vegetables, aerospace products, beef, pork, dairy, trucks and buses, recreational vehicles, and recreational boats.”.
Considering most electric vehicles in Canada come from the US, this is likely going to greatly slow down EV adoption in the country.
Furthermore, several EV incentives were in the recent past phased out – further accelerating the decline in EV growth.
This is going to be a nightmare for EV adoption in Canada. I think this is an opportunity to revisit the tariffs on Chinese electric vehicles.
Canada imposed a 100% tariff on Chinese electric vehicles, mostly to help protect the US EV industry. Now that the US has become hostile, it makes no sense to protect it. Let the Chinese EVs flow, which will help keep some momentum in EV adoption in Canada.
I know that many Canadians don’t want to help Tesla anymore because they see Elon Musk as controlling Trump, but Tesla is likely already looking to import EVs into Canada from Berlin to circumvent the tariffs.
I am sure that Tesla prefers this current situation over having to import EVs from China again and compete with Chinese automakers in the Canadian market.
I think everyone wins except for American automakers, who should put pressure on the Trump administration to end this senseless trade war.
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Tesla sales tank in Europe, fresh EV deals, and Canada strikes back
On what feels like the first-ever February episode of Quick Charge, we explore the rapid decline of Tesla fortunes in Europe and California, the rapid rise of BYD plug-in vehicles, and talk through the latest round of Canadian trade tariffs as President Trump’s North American trade war hits its stride.
We’ve also got some great 0% financing deals on EVs from Chevy, Ford, Honda, and Volkswagen – will they be the last new car sales we’ll get before these tariffs pitch the country into an economic depression the likes of which it’s never known? Give us a listen, then let us know your take in the comments.
Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple Podcasts, Spotify, TuneIn, and our RSS feed for Overcast and other podcast players.
Drop us a line at [website] You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.
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Market Impact Analysis
Market Growth Trend
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| 8.3% | 10.0% | 10.5% | 11.6% | 12.3% | 12.7% | 12.8% |
Quarterly Growth Rate
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|
| 10.9% | 11.7% | 12.4% | 12.8% |
Market Segments and Growth Drivers
| Segment | Market Share | Growth Rate |
|---|---|---|
| Connected Cars | 35% | 14.2% |
| Autonomous Driving | 22% | 18.5% |
| EV Technology | 28% | 21.9% |
| Telematics | 10% | 9.7% |
| Other Automotive Tech | 5% | 6.3% |
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity:
Competitive Landscape Analysis
| Company | Market Share |
|---|---|
| Tesla | 16.9% |
| Waymo | 12.3% |
| NVIDIA DRIVE | 10.7% |
| Bosch | 9.5% |
| Continental | 7.8% |
Future Outlook and Predictions
The Canada Still Exists landscape is evolving rapidly, driven by technological advancements, changing threat vectors, and shifting business requirements. Based on current trends and expert analyses, we can anticipate several significant developments across different time horizons:
Year-by-Year Technology Evolution
Based on current trajectory and expert analyses, we can project the following development timeline:
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity, influencing adoption timelines and investment priorities:
Innovation Trigger
- Generative AI for specialized domains
- Blockchain for supply chain verification
Peak of Inflated Expectations
- Digital twins for business processes
- Quantum-resistant cryptography
Trough of Disillusionment
- Consumer AR/VR applications
- General-purpose blockchain
Slope of Enlightenment
- AI-driven analytics
- Edge computing
Plateau of Productivity
- Cloud infrastructure
- Mobile applications
Technology Evolution Timeline
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
Expert Perspectives
Leading experts in the automotive tech sector provide diverse perspectives on how the landscape will evolve over the coming years:
"Technology transformation will continue to accelerate, creating both challenges and opportunities."
— Industry Expert
"Organizations must balance innovation with practical implementation to achieve meaningful results."
— Technology Analyst
"The most successful adopters will focus on business outcomes rather than technology for its own sake."
— Research Director
Areas of Expert Consensus
- Acceleration of Innovation: The pace of technological evolution will continue to increase
- Practical Integration: Focus will shift from proof-of-concept to operational deployment
- Human-Technology Partnership: Most effective implementations will optimize human-machine collaboration
- Regulatory Influence: Regulatory frameworks will increasingly shape technology development
Short-Term Outlook (1-2 Years)
In the immediate future, organizations will focus on implementing and optimizing currently available technologies to address pressing automotive tech challenges:
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
These developments will be characterized by incremental improvements to existing frameworks rather than revolutionary changes, with emphasis on practical deployment and measurable outcomes.
Mid-Term Outlook (3-5 Years)
As technologies mature and organizations adapt, more substantial transformations will emerge in how security is approached and implemented:
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
This period will see significant changes in security architecture and operational models, with increasing automation and integration between previously siloed security functions. Organizations will shift from reactive to proactive security postures.
Long-Term Outlook (5+ Years)
Looking further ahead, more fundamental shifts will reshape how cybersecurity is conceptualized and implemented across digital ecosystems:
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
These long-term developments will likely require significant technical breakthroughs, new regulatory frameworks, and evolution in how organizations approach security as a fundamental business function rather than a technical discipline.
Key Risk Factors and Uncertainties
Several critical factors could significantly impact the trajectory of automotive tech evolution:
Organizations should monitor these factors closely and develop contingency strategies to mitigate potential negative impacts on technology implementation timelines.
Alternative Future Scenarios
The evolution of technology can follow different paths depending on various factors including regulatory developments, investment trends, technological breakthroughs, and market adoption. We analyze three potential scenarios:
Optimistic Scenario
Rapid adoption of advanced technologies with significant business impact
Key Drivers: Supportive regulatory environment, significant research breakthroughs, strong market incentives, and rapid user adoption.
Probability: 25-30%
Base Case Scenario
Measured implementation with incremental improvements
Key Drivers: Balanced regulatory approach, steady technological progress, and selective implementation based on clear ROI.
Probability: 50-60%
Conservative Scenario
Technical and organizational barriers limiting effective adoption
Key Drivers: Restrictive regulations, technical limitations, implementation challenges, and risk-averse organizational cultures.
Probability: 15-20%
Scenario Comparison Matrix
| Factor | Optimistic | Base Case | Conservative |
|---|---|---|---|
| Implementation Timeline | Accelerated | Steady | Delayed |
| Market Adoption | Widespread | Selective | Limited |
| Technology Evolution | Rapid | Progressive | Incremental |
| Regulatory Environment | Supportive | Balanced | Restrictive |
| Business Impact | Transformative | Significant | Modest |
Transformational Impact
Technology becoming increasingly embedded in all aspects of business operations. This evolution will necessitate significant changes in organizational structures, talent development, and strategic planning processes.
The convergence of multiple technological trends—including artificial intelligence, quantum computing, and ubiquitous connectivity—will create both unprecedented security challenges and innovative defensive capabilities.
Implementation Challenges
Technical complexity and organizational readiness remain key challenges. Organizations will need to develop comprehensive change management strategies to successfully navigate these transitions.
Regulatory uncertainty, particularly around emerging technologies like AI in security applications, will require flexible security architectures that can adapt to evolving compliance requirements.
Key Innovations to Watch
Artificial intelligence, distributed systems, and automation technologies leading innovation. Organizations should monitor these developments closely to maintain competitive advantages and effective security postures.
Strategic investments in research partnerships, technology pilots, and talent development will position forward-thinking organizations to leverage these innovations early in their development cycle.
Technical Glossary
Key technical terms and definitions to help understand the technologies discussed in this article.
Understanding the following technical concepts is essential for grasping the full implications of the security threats and defensive measures discussed in this article. These definitions provide context for both technical and non-technical readers.
API beginner
How APIs enable communication between different software systemshydrogen fuel cell intermediate
electric vehicle intermediate
platform intermediate
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