From Top Electric.

Tesla’s Investors SHOCKED by Canada’s Move to Cut Battery Supply BYE BYE Elon!
We examine how Canada’s retaliatory tariffs could profoundly affect Tesla’s battery production and operations in the Great White North. In response to the Trump administration’s recent tariff hikes targeting China, Mexico, and Canada—including a notable increase to 50% on Canadian steel and aluminum announced on March 11, 2025—Canada has signaled reciprocal measures, sending shockwaves through U.S. automakers, particularly Tesla. This analysis will explore how these escalating tariffs could disrupt Tesla’s battery supply chain, driving up costs for critical components in popular models like the Model 3 and Model Y, and potentially pushing Canadian consumers toward rival electric vehicle brands. Given Tesla’s dependence on cross-border resources—especially Canadian nickel and other battery materials—and its charging infrastructure, we’ll assess the wider ramifications for sales, stock volatility, and the company’s long-term prospects in Canada. Join us as we evaluate whether Tesla can navigate these mounting challenges to secure its battery-driven future!
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