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ARTICLE · 10 DECEMBER 2025

Canada's EV Ecosystem Recalibration

Osler, Hoskin & Harcourt LLP
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Canada's EV market is facing challenges due to policy shifts, rising costs, and uneven infrastructure despite increasing sales.

CanadaTransport
Michael Fekete
Michael Fekete
Hugo-Pierre Gagnon
Hugo-Pierre Gagnon
Jesse Goldman
Jesse Goldman
Alan Hutchison
Alan Hutchison
Jacob Sadikman
Jacob Sadikman
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Key takeaways

  • Canada's EV market is facing challenges due to policy shifts, rising costs, and uneven infrastructure despite increasing sales.
  • Key government incentives have ended, complicating pricing strategies for OEMs and affecting EV demand in North America.
  • Critical minerals and strategic partnerships are essential for Canada to maintain its role in the North American EV supply chain.

Since our Osler Legal Outlook article in 2023, Canada's efforts to establish itself as a powerhouse in the global electric vehicle (EV) market and supply chain ecosystem have undergone a recalibration. Over the past 24 months, EV sales have increased in Canada and North America, but they continue to fall short of forecasts from early in the decade. The outcome of the 2024 U.S. presidential election set the stage for significant EV sector policy changes in 2025, while Canadian federal and provincial measures for the industry have also shifted.

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