Is Tesla going to make money off of this? Edit: Tesla has Made in China cars that are considered EV. I don’t see anything on the deal that says, no Teslas.
No
I don't think people in Canada want Tesla's shitty EVs if they have access to better ones from all around the world.
Nope
Yes, but Tesla is there manufacturing and making Teslas Made in China. The most popular Model 3 and Y.
Polestar will bring back cheaper models to Canada I suspect
Likely they wont be able to compete with the lower cost options from other better, non-nazi manufacturers..
They could make the cars in BFE. It doesn't change the fact that it is Tesla and there are lots of better choices inside and outside the US.
Realistically yes they will, price is still a major factor and sales are not zero yet. At least in the short to mid term cause it takes some time for new players to build up sellers networks and get their vehicles homologized. Brands like Tesla, Polestar, Volvo are gonna profit from it first.
The Chinese sales have been falling because their cars can't compete in China. Everything on a Tesla is 5 years behind Chinese cars. This is the reason Elon wants to make taxis now plus robots and other excuses.
Canadian Model 3 owner here. My car has had 'nazi' written on its road grime, gotten the finger and shouting treatment more than once, and had people spit on it - openly. We couldn't afford to dump it and buy newer and in the end I am speaking anecdotes, but the dislike of Tesla in particular and US cars and brands in general at this moment in Canada...though I pine for a Rivian or TELO, we will likely wind up in a non-US brand in a couple of years. I can't imagine a US car brand doing really well in canada in the coming years, and especially not Elmo.
There is a large probability that if US intervenes on behalf of Taiwan when China invades, the Tesla factory will be confiscated.
Well the Tesla Canada sub is a giant circle jerk...
Is there a Tesla related page that isn't a circle jerk? 🤣
Tesla is already bringing in the Y from Germany to get around US/Canadian tarrifs/counter tarrifs and they still aren't selling in the same numbers they used to. Tesla's problem globally really begins with the fact that their cars are long in the tooth and just not as competitive inside the EV space as they used to be. Nobody wants car payments on a brand new car that looks exactly like a dozen 10 year old shitboxes in the grocery store or Walmart parking lot. Then you have Musk's antics which means different things to different people in different countries. But specific to the Canadian market, Tesla is perceived as an American brand regardless of where their cars are made and more important it's the single brand most directly tied to the President who for months wouldn't stop threatening to invade their country and is still threatening to invade another country they're geography very close to. No Made in China sticker on the side of a Tesla is going to take sales back to 2023 numbers. Cheaper prices and zero interest financing might move slightly more numbers than today but not enough to matter.
Tesla hasn’t been able compete anywhere Chinese cars are sold.
https://motorillustrated.com/tesla-volvo-lotus-among-first-to-benefit-from-canada-china-ev-tariff-reduction/173682/
Have people taught their dogs to pee on your Tesla? I always pull off your dogs if they want to use a car as a lamp post, except on Teslas. And since they want to pee on them, there must be scent marks from other dogs there.
That warms my heart as an American.
I think the Canadian people says no to Tesla.
It could pump Tesla sales a bit if they can get a model in under $35k CAD. About half of the 49k cars allowed in yearly have to be under that price point as per the agreement. A low end Y or 3 could be made to that price point in Shanghai. Most likely though BYD, NIO, and others will come in with low end cars and make inroads into the market so long as they don't rust away in a few years like a cheap Italian car like they have in Russia. Road salts are not kind to cars with lackluster rust proofing like a majority of current Chinese cars.
Ironically they are extremely competitive in China. The Y IIRC is the 3rd most sold car in China with the other 2 being a $4500 USD microcar and a $9800 compact. Their biggest problem is that their cars (aside from the rolling dumpster) are all old at this point, the S is basically the same car underneath as the 2012 model. They need to refresh the entire model lineup if they want to be competitive again.
It could be, but China will face large repercussions and most likely have all Chinese owned assets in the US seized. It's where their elite invest to keep their money safe. Truthfully, an invasion of Taiwan could start WW3.
Tesla has 3% share of the China EV market. The Model Y is the only car in Tesla’s lineup that sells any units at all.
Geely might rebrand their own lower end cars as Polestar to make inroads into the market with a known brand. If they don't want to dilute the brand image though they could just have the dealer network sell Geely cars as is.
Sunk cost fallacy in subreddit form
With how many companies are in that market though 3% isn't nothing. The model Y sold over 435k units in 2025 there alone. Keep in mind China counts hybrids as EVs which are BYD's bread and butter in the Chinese market so the factors are a bit skewed.
That’s beside the point - which is that Tesla is a tiny player in Chinese imports to Canada.
Tesla sold 625,000 cars in China last year. A reasonable market share, considering they only sell two models. I don’t think Elon needs excuses for being the wealthiest individual.
The cars sold worldwide would mean a Tesla P/E ratio of approximately 8, and more likely 5 if the trend is downward. That would mean that Elon wouldn't be richer than me.
I am not an economist, but I suggest you are not, nor will be wealthier than Musk.
They can sell through their Volvo dealership network.
It's not a car company anymore, so I doubt we'll see a full refresh of any of them any time soon.
In a fair application, Musk would have faced a massive margin call and gone bankrupt. I'm not bankrupt. That should be enough...
Polestar was too independent and too niche so Geely formed Lynk & Co as well as Zeekr. I suspect Polestar will stay super-high-end or get its investment pulled and flop like JiYue
Oooh, that's a good point. My uncle bought a Lynk last year and I'm curious to take a look
It will be an interesting experiment. Doubt Tesla will get many cars through. The Chinese will be fighting for the spots if they consider our market has potential.
There's a bumper stiker that says, "Sorry I bought it before I knew Musk was a Nazi". Maybe that would help.
I would argue that the S is the same car on the outside as 2012, but underneath it’s very different. Your point stands though.
Tesla was bringing Model 3 and Y into Canada from China before the current tariffs, then moved to bringing the 3 from the US driving up the price and the Y from Germany. If it brings the prices down considerably to start bringing the 3 from China again, I could see them doing it, and it would likely increase some sales, thus making them money, yeah. But it could also just move people who were going to get a Y because of the lower price into getting a 3, which would probably be near net neutral. Not sure how many people not currently interested in a Tesla would be swayed by a lower priced Model 3. It won’t affect Model S, X, or Cybertruck.
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