Before electric vehicles became political, there was the groundbreaking Toyota Prius

This article was written by Lawrence Ulrich and was published in the Globe & Mail on December 29, 2025.

A newer model Toyota Prius is displayed at the Canadian International AutoShow in Toronto in February. Toyota played up testimonials from stars, such as Leonardo DiCaprio and Meryl Streep, that helped sales boom from 5,500 in 2001, the year the Prius was first sold, to a peak of 236,000 in 2012.

The 2001 model kicked off an era of hybrids and built the automaker’s reputation as the global leader in green cars

In a different world, an electric vehicle would be just another car. But in today’s hyperpartisan climate, battery-powered cars carry not just passengers but a punishing load of political and cultural baggage.

Supporters may view electric cars as heroes, helping halt climate change or making American automakers more competitive around the world. But others see in them the heavy hand of government, pressuring consumers to ditch gasoline whether they are ready to or not. Throw in Elon Musk and his highly charged social media commentary, and even loyalists of his car company, Tesla, may no longer know whom or what to believe in.

“EVs have become such a partisan thing that they’re not defined as cars,” said Mike Murphy, a Republican strategist who leads the EV Politics Project and EVs for All America, which aim to make electric cars less political. “It’s like we’re having political fights over toasters.”

To industry experts, the seeds of this poisonous debate may have been planted inadvertently 25 years ago, with a humble, shoe-box-shaped sedan: the Toyota Prius. The groundbreaking 2001 Prius kicked off an era of gas-electric hybrids and built Toyota’s reputation as the global leader in green cars.

Mr. Murphy said Toyota had used marketing that implied that buying a Prius was a way to save the planet. That excited liberals, but drew a strong backlash from people less attuned to environmental issues. Nissan made a similar choice with the Leaf, its electric vehicle, in 2010, he said. In one Nissan TV ad, a polar bear hugged a Leaf owner.

“Climate shouldn’t be polarized, but in America it is,” said Mr. Murphy, who worked for Arnold Schwarzenegger and Mitt Romney. “So when you market vehicles for green virtues, others see it as pushy dogma. Then you’re stuck in politics.”

Imported from Japan, the 2001 Prius arrived when many Americans were switching to sport utility vehicles. Average fuel economy for the 2001 model year had fallen to a 21-year low, at 20.4 m/g. The Prius came bearing a green olive branch; federal testing showed that it could travel 48 m/g.

Margo Oge bought one of the first Priuses. Later, as an official at the Environmental Protection Agency, she would become the chief architect of fuel-economy standards enacted under the Obama administration in 2010.

“The Prius was just this cool little car to save you money and protect us from air pollution,” Ms. Oge said. “The government didn’t ask for or require Toyota to develop this tech. It wasn’t seen as a mandate as EVs later were.”

Unlike electric vehicles, which use no gasoline, Ms. Oge said, the hybrid Toyota should have been less threatening to industries like oil and ethanol, or to consumers.

Even so, some critics attacked Prius fans for engaging in virtue signalling, being hypocritical or wanting to impose nanny-state policies. In 2001, an article in Car and Driver magazine praised the Prius’ engineering, but noted that its testers managed to get only 35 m/g.

“It can be no surprise that Toyota Motor Corp. enjoys its share of adulation from the Sierra Club, from Washington, D.C., windbags and from everyone else who conveniently forgets about the five models of sport utilities and two models of pickups also peddled in Toyota dealerships,” the article said.

Toyota played up testimonials from stars, such as Leonardo DiCaprio and Meryl Streep, who publicly adopted the Prius. Sales boomed from 5,500 in 2001 to a peak of 236,000 in 2012.

Red-carpet appearances helped make the Prius a hit, Mr. Murphy said, but at a lingering cost. To some, hybrids and electric cars became vehicles for coastal liberals and do-gooders, not “mainstream” Americans. In 2006, South Park called hybrids the nation’s “leading cause of smug.”

But if the Prius attracted gibes, the Chevrolet Volt became a certified punching bag.

That model, a plug-in hybrid sedan, won top car awards. It also became inextricably linked to federal aid for General Motors. To some, the Volt was a fourwheeled symbol for “Government Motors” or “Obama Motors.” President Barack Obama sat in a Volt at its Detroit factory in 2010 and said he would buy one after he left office.

Mr. Obama and his EPA also sought to double the fuel economy of the average new car to about 50 mpg. Politicians assailed the Volt as a socialist scheme to force Americans into electric cars.

Rep. Darrell Issa, R-Calif., accused the National Highway Traffic Safety Administration of conspiring to hide a Volt defect.

“I’m a free-enterprise guy,” Mr. Issa said. “And the Volt insults a lot of us with being a demo project funded by edict.”

Robert Lutz, a former Marine fighter pilot and the outspoken vice chair of GM – who once derided global warming – publicly defended the car.

“The problem with conservatives is getting them to accept that an electric car is not necessarily a left-wing environmental plot,” Mr. Lutz, a Republican, said in 2012 before Mr. Obama was reelected. “We’ll probably see the Volt as a political football through November, and then it’ll go away.”

If only. Electric vehicles became even more political as Tesla began its rise with the release of the Model S in 2012.

Though Mr. Musk, the CEO of Tesla, is now a conservative star, many on the right previously attacked his company for earning billions by selling climate credits to other automakers, a windfall enabled by government policy. The company also received a federal loan, which it paid back early.

Of course, many businesses receive government support. Oil and gas companies enjoy many tax breaks, some going back decades.

Mr. Lutz, now retired, said he knew many “staunch Republicans” who drove and loved electric cars. The end of federal policies to encourage their sales and discourage the use of gasoline, he said, can ease some objections. Shorter charging times, he said, more than politics, may persuade more drivers to choose electric cars.

“EVs will progress more slowly now, but they will just continue to gain market share until they are by far the dominant technology,” he said.

Mr. Lutz, 93, owns a pair of electric Cadillacs, the Lyriq and the Escalade IQ. He recently got a Corvette ZR1, a gasoline sports car with 1,064 horsepower and a 233 mph top speed. Yet Mr. Lutz believes internal-combustion engines, after 120 years of development, have nearly reached their technical peak. Electric cars are just getting started.

“When you drive them, there’s just no contest,” he said. “They’re better, they’re faster, they’re quieter, with fewer moving parts.”

In a bitter turn for Toyota, Tesla’s ascent turned the Japanese company, once an environmental hero, into an ostensible villain. Toyota, Ms. Oge noted, lobbied against pro-electric vehicle policies in several countries.

Now, as sales of electric cars have cooled, Toyota and its hybrids are back in vogue. Other automakers are rushing to offer more hybrids, and the cars are rarely attacked by politicians or in popular culture.

Tesla did not respond to a request for comment. Toyota and GM declined to comment.

The decades of pitched battles have culminated in President Donald Trump’s fulsome attacks against electric cars. That includes a bid to unwind former president Joe Biden’s signature climate and energy legislation and regulations. The Biden administration’s policies would have effectively required automakers to sharply increase sales of electric and hybrid cars in the coming years.

Mr. Biden’s policies, which included a US$7,500 federal tax credit for the purchase or lease of electric vehicles, helped lift sales. But Ms. Oge said his fuel economy and emission regulations were a “political overreach” that turned many car owners, not just Republicans, against them.

“The Biden administration lost control of that message, completely,” she said. “It became ‘The government wants you to buy this car.’”

But if the Biden administration’s rules were too ambitious, Ms. Oge said, the Trump administration is aiming to make them even weaker than those put in place by Obama 15 years ago.

With political temperatures hot enough to fry a battery, Mr. Murphy said he advised automakers to eschew controversy. They should not tout electric cars’ environmental benefits, he said, because people either know about them or don’t base buying decisions on them. Automakers should instead lead with the models’ zesty performance, hushed interiors, energy savings, easy maintenance or new technology.

“These cars can win a fair fight as vehicles for most people,” he said.

In his groups’ November survey of the public’s views about electric vehicles, 48 per cent of self-identified Republicans held an unfavorable view of these cars, versus 22 per cent of independents and 14 per cent of Democrats. Conservative opposition has softened somewhat, Mr. Murphy said. He added that 40 per cent of respondents identified as Republican.

“So if automakers can’t crack the Republican consumer market,” he said, “EVs will never become as big as we need.”

Companies urge Canada to maintain EV sales mandate

This article was written by Eric Atkins and was published in the Globe & Mail on October 15, 2025.

Executives’ letter calls on Carney to ‘stand firm’ on target, says regulation will support investment, job creation

The electric-vehicle industry says the federal government’s move away from EV sales targets undermines the Canadian sector while threatening investment and job creation.

The government said in September it was dropping the requirement that 20 per cent of car sales be EVs in 2026, and launching a review of the entire program, which raised the requirement to 100 per cent by 2035.

Now, a group of 40 executives in the Canadian EV business is urging Prime Minister Mark Carney to make “reasonable” tweaks but stick with the rules, introduced to reduce carbon emissions that cause climate change.

In an open letter to the Prime Minister, the group said the sales mandate is “more than a climate measure.”

“It leverages Canada’s clean energy, skilled workforce and innovation ecosystem. It lowers transportation costs for Canadians … strengthens domestic supply chains,” said the letter, to be released on Wednesday morning. “We understand that policies must evolve with changing realities. But evolution doesn’t mean retreat. Canada should stand firm on [sales mandates] and provide clear direction.”

The government considers an EV to be a car powered by a battery, fuel cell or plug-in hybrid system.

Zero-emission vehicles accounted for 8.6 per cent of total motor vehicles sales in the second quarter, according to Statistics Canada. This is a 29-per-cent drop from the same period a year earlier. Purchases of all types of motor vehicles rose by 6 per cent on an annual basis.

The decline in EV sales coincides with the loss of federal and provincial subsidies for such purchases. (The U.S. also recently withdrew programs that provided incentives to buy EVs.)

In the letter, the EV executives call for the reinstatement of the subsidies and for the installation of charging infrastructure to be accelerated. Signatories include executives from Rivian, ChargePoint and Alstom Transport Canada.

“Maintaining the standard with reasonable adjustments will allow Canada to build on its EV industrial leadership, attract long-term investment, and ensure affordability for Canadian drivers,” the group said.

Ottawa’s move to cancel the 2026 sales minimums was welcomed by the traditional car industry, which pointed to slipping

EV sales and the expense manufacturers faced to purchase credits if they failed to meet the threshold. The carmakers said the goals presented a burden at a time of uncertainty brought about by U.S. tariffs.

Canada has seen billions of dollars invested in the EV industry, from battery plants to charging networks. A handful of projects are moving ahead, including the $3.7-billion NextStar Energy plant in Windsor, Ont., a joint venture between Stellantis NV and LG Energy Solution.

But amid slowing demand for EVs, Honda Canada postponed its $15-billion EV and battery project in Ontario, and other carmakers have cancelled EV models.

Tesla’s car sales rose 7 per cent in third quarter, ahead of U.S. EV tax credit’s end

This article was written by Jack Ewing and was published in the Globe & Mail on October 3, 2025.

Tesla, Ford and General Motors all reported jumps as American buyers raced to buy vehicles before incentives ended

Tesla Inc. sales jumped from July to September, breaking a string of quarterly declines, as U.S. car buyers raced to collect federal tax credits of up to $7,500 before the incentives expired at the end of last month.

But other automakers, including Ford Motor Co., General Motors Co. and Hyundai Motor Co., reported much sharper jumps in U.S. electric-vehicle sales during the third quarter.

Analysts and industry executives expect sales of electric vehicles to slump in coming months because Congress ended the tax credits and other incentives.

Tesla said it delivered 497,000 vehicles worldwide in the third quarter, up 7 per cent from 463,000 a year earlier. Elon Musk, the company’s chief executive, has increasingly downplayed the importance to the company of selling cars, betting instead on self-driving taxis and humanoid robots that are still being developed and do not generate significant revenue.

The company also said Thursday that sales of large batteries rose more than 80 per cent. Storage batteries, which utilities are adding to the electric grid to smooth out the fluctuations of solar and wind energy, have become an increasingly important business for Tesla.

In July, U.S. President Donald Trump signed a law passed by Republicans in Congress that did away with a tax credit of up to US$7,500 available to people who buy or lease electric vehicles. The credit ended Sept. 30.

The impending demise of the credits prompted sales of electric vehicles in the United States to surge 22 per cent in the third quarter from a year earlier, to 410,000 vehicles, according to estimates by Cox Automotive Inc. Electric vehicles accounted for 10 per cent of the new car market, a record.

Tesla does not publish the number of cars it sold by country or region, unlike other automakers, which makes it hard to compare its performance to the rest of the industry. Analysts will eventually publish estimates of the company’s sales in the United States and other markets, but not right away.

Electric vehicles were the fastest-growing category for several major carmakers in the last quarter. Ford Motor said Monday that sales of electric vehicles such as the Mustang Mach-E rose 30 per cent in the U.S., compared with an 8-percent increase for all vehicles.

General Motors said Tuesday that sales of its electric vehicles such as the Chevrolet Equinox EV more than doubled, while overall sales rose 8 per cent. Hyundai said its electricvehicle sales doubled while overall retail sales in the U.S. rose 11 per cent. Volkswagen Group of America said sales of its electric vehicles more than tripled, while total sales fell 6 per cent.

Analysts expect electric-vehicle sales to flag in coming months, then recover gradually as the technology improves and prices fall closer to cars that run on gasoline.

Some carmakers are already lowering electric-vehicle prices. Hyundai said Monday that it would continue to offer US$7,500 incentives on 2025 models in October, and cut the suggested retail prices for its 2026 Ioniq 5 models by as much as US$9,800.

Jim Farley, the CEO of Ford, said he was optimistic about the long-term prospects for electric vehicles. “Because when people buy them they don’t trade out,” he said in an interview this week. “That’s what I watch. The loyalty. The loyalty of EV buyers is super high.”

Several versions of Tesla’s Model 3 sedan, Model Y sport utility vehicle and Cybertruck qualified for the credits. But any benefit for Tesla sales in the United States was partly offset by big declines in Europe, where Mr. Musk’s outspoken support for right-wing politicians has alienated many car buyers.

Registrations of new Teslas in the European Union slumped 43 per cent in the first eight months of the year from the same period in 2024 even as overall sales of electric vehicles rose 25 per cent, according to the European Automobile Manufacturers’ Association.

Tesla’s weak sales also reflect intense competition. Chinese carmakers such as BYD are pushing into Europe and taking customers who may have previously bought a Tesla. Volkswagen, Renault, BMW and other European automakers are offering electric vehicles that often sell for much less than Teslas. Some offer newer technology, such as a digital display in some BMWs that is embedded in the windshield.

Tesla’s newest vehicle, the Cybertruck, has sold poorly. And an upgraded Model Y, the company’s bestselling vehicle, has failed to stem the collapse in sales. The company has promised to begin producing a less expensive car by the end of the year, but has yet to show that vehicle.

Tesla has also struggled to compete in China, where dozens of automakers are slashing prices in a fierce battle for customers. Even BYD, which until recently was growing fast, has seen sales falter in its home market over the past few weeks.

But Tesla sales picked up in September, according to Chinese state media reports. The company delivered more than 66,251 vehicles over the month, based on insurance registrations. Tesla had particular success with the Model Y L, a sixseat version of the Model Y. Incentives also helped, including five-year interest-free loans and around $1,200 in insurance subsidies.

Tesla’s improved performance also reflects strong sales across the industry, as government subsidies, aggressive pricing and a surge of cheap models fuel consumer demand, according to Bill Russo, a Shanghai-based electric-car industry expert.

“Tesla is ending the third quarter on a strong note,” said Mr. Russo, a former Chrysler executive. “But the broader story remains the overwhelming scale and momentum of Chinese automakers.”

The terms of Mr. Musk’s proposed trillion-dollar pay package, announced last month, set ambitious goals for profit, deployment of robots and self-driving taxis, and for the stock price. But the targets for car sales are relatively modest – an average of 1.2 million cars a year through 2035. That is far fewer than the 1.8 million vehicles the company sold last year.

Robyn Denholm, the chair of Tesla’s board, said that the company has not given up on the car business.

Future shock

Char­gers are improv­ing as EV adop­tion falls dra­mat­ic­ally

Broken chargers can cause serious frustration, especially when a driver is on a low charge and in an unfamiliar area.

This article was written by Michael Bettencourt and was published in the Toronto Star on September 27, 2025.

Alex Rodi­onov often takes long dis­tance trips and he did enough research before buy­ing his 2024 Hyundai Ioniq 5 to real­ize how sig­ni­fic­ant pub­lic high­speed char­ging is to the exper­i­ence of own­ing an EV.

“I think the avail­ab­il­ity of DC (high­speed) char­ging is more import­ant than its cost com­pared to gas,” said the soft­ware engin­eer, who noticed on longer trips to Montreal that fuel­ling costs were roughly sim­ilar to what friends paid in gas cars.

It’s a dif­fer­ent story south of the bor­der, both on the avail­ab­il­ity of high­speed char­ging for his EV and the cost, he’s noticed.

“I’ve done a lot of trips to the U.S. in the past year, and I found the char­ging infra­struc­ture bet­ter, but the cost more expens­ive,” he said, with not­ably lower gas prices in most places in the U.S. com­pared to near his home in midtown Toronto.

“I went to Pitt­s­burgh in Novem­ber, and in my car, I spent $130 in total for char­ging, whereas in my friend’s Honda Civic, they spent about $80 on gas.”

The increased avail­ab­il­ity of DC quick char­gers in Canada is one of the bright spots for EV drivers so far in 2025.

Accord­ing to B2B site Elec­tric Autonomy.ca, the num­ber of quick char­gers across Canada has increased by 27.8 per cent as of March 2025.

While char­ging for EVs is improv­ing sig­ni­fic­antly, adop­tion of elec­tric vehicles has fallen dra­mat­ic­ally. EV sales dropped by 29.8 per cent in the first half of 2025, and that is in a car mar­ket that is up 5.8 per cent to the end of July.

Septem­ber brought lots of good DC char­ging news. Tim Hor­tons announced it plans to install DC char­gers at 13 loc­a­tions across the coun­try by the end of the year, 50 by the end of 2026, to 100 by late 2028. The province of New­found­land and Lab­rador announced 14 new addi­tional DC char­gers next year, after com­mit­ting to 11 to be com­pleted by the end of 2025.

Per­haps most sig­ni­fic­antly, Audi and Porsche EV own­ers received news in Septem­ber that their vehicles could finally be charged at most Tesla Super­char­gers. (If you drive an Audi Q4 e­tron, you won’t be able to access these Tesla DC char­gers in Canada yet.)

The Tesla char­ger exten­sion is a soft launch, which means these EV own­ers will need the Tesla app to activ­ate the charge at most V3 and newer Tesla Super­char­gers, but it does open up more than 23,500 reli­able char­ging ports across North Amer­ica.

In more good news on char­ging, Mer­cedes­Benz EV drivers may be get­ting access to Tesla Super­char­gers this fall. Brit­ish Columbia is slated to receive by the end of 2025 the first Cana­dian loc­a­tion of the Mer­cedes­Benz High­Power Char­ging net­work, a high­speed DC net­work that launched in Novem­ber 2024, which now offers more than 400 char­ging ports across the U.S.

But reli­ab­il­ity of the char­ging infra­struc­ture is an issue. Adding or updat­ing char­ging sites brings its own dif­fi­culties. It means down time and drivers get­ting frus­trated when they show up and can’t charge their EVs. Which is what happened to both Rodi­onov and Paul Mackin, a retired elec­trical engin­eer who showed up to an Ivy sta­tion in King City, Ont., only to find all char­gers out of com­mis­sion while Ivy expan­ded its three­year old net­works with faster and more reli­able DC char­gers.

“I’m root­ing for Ivy char­gers. I really want to use them,” said Mackin, who drives a Tesla Model Y, refer­ring to the net­work that runs many busy char­gers at ONroute high­way stops in Ontario. “They now have a Tesla adapter built in, so that’s use­ful, but I’ve never had a truly suc­cess­ful charge there.”

Launched in 2022, many of the ori­ginal Ivy DC char­gers placed at ONroute sta­tions have already been replaced, the com­pany says. Said a com­pany state­ment: “The decision to upgrade the units at 11 ONroute loc­a­tions was an invest­ment to enhance per­form­ance, improve the driver exper­i­ence and ensure the net­work can meet increas­ing demand — the upgrades also intro­duced dynamic power­shar­ing, expand­ing capa­city from four to six ports and allow­ing up to six vehicles to charge at once.”

The reli­ab­il­ity of DC char­gers in vari­ous net­works has been an issue, more so in some parts of the coun­try than oth­ers, said Daniel Bre­ton, pres­id­ent and CEO of Elec­tric Mobil­ity Canada rep­res­ent­ing elec­tric trans­port­a­tion. “Que­bec has reli­able char­gers, so every­one trusts them,” he said. “It’s partly because it’s so much more a planned and aligned effort over the past eight years in Que­bec for the (HydroQuébec owned) Elec­tric Cir­cuit net­work, and now we’re adding to it, while in Ontario (and other places), it has been much more frag­men­ted.”

Bre­ton notes that the sheer num­bers of char­gers in Ontario is higher than in its EV­lov­ing neigh­bour to the east, over­all and on a per­EV basis. Gran­ted, that includes reg­u­lar Level 2 char­ging, which encom­pass the much slim­mer pub­lic char­ging sta­tions found at many stores, park­ing gar­ages and work­places as well as in many EV owner gar­ages and drive­ways. These char­gers are most typ­ic­ally used to charge up EVs overnight at people’s homes, or else­where for hours at a time. (Pri­cier and bulkier DC char­ging is more suited to high­way rest stops or urban areas where few own gar­ages or drive­ways.)

The key value in DC char­ging is it enables own­ers of Bat­tery Elec­tric Vehicles (BEVs), that is to say EVs that run solely on bat­ter­ies, to under­take longer trips with con­fid­ence, includ­ing in more rural or remote loc­a­tions. Plug­in hybrid own­ers can just run on gas after their bat­tery charge runs out and not think about range or char­ging sta­tions.

DC sta­tions are also import­ant in urban areas for BEV drivers who do not have access to overnight, or long­term Level 2 char­ging at work.

Auto­makers cite lack of char­ging infra­struc­ture for the slow rate of EV adop­tion, but the main cul­prit this year seems to be the end of fed­eral EV rebates, which were “paused” early this year.

Since then, plug­in vehicles accoun­ted for 8.6 per cent of new vehicle sales in Canada for the first half of 2025, com­pared to 13 per cent in the same time period in 2024. That’s down from a high of 18.3 per cent in the last quarter of 2024, accord­ing to the latest Stat­Can fig­ures.

“The EV char­ging industry is invest­ing and expand­ing rap­idly, but (is) doing it on the assump­tion that Canada is fol­low­ing through on the gov­ern­ment’s EV Avail­ab­il­ity Stand­ard (EVAS),” said Travis Allan, pres­id­ent of the Cana­dian Char­ging Infra­struc­ture Coun­cil, an industry group of char­ging net­works formed earlier this year.

That con­tro­ver­sial EVAS legis­la­tion required 20 per cent of new vehicle sales to be zero emis­sions in 2026, then 60 per cent by 2030 and 100 per cent by 2035. But this year’s much lower EV sales num­bers led the fed­eral gov­ern­ment in early Septem­ber to scrap the 2026 sales rules. And it is now tak­ing a 60­day pause to re­eval­u­ate the other man­dated EV sales timelines.

Rodi­onov said he’s found roughly 20 per cent of new DC quick char­gers don’t work for him. This included two Petro­Canada char­gers he vis­ited so I could pho­to­graph him and his car, after the first DC char­ger we tried was already in use. Aggrav­ated at the two black screens of noth­ing­ness, he said this was unac­cept­able and he believed two gas pumps would not be left like this.

“The few bad ones (exper­i­ences) really make you street­wise.”

Of the three char­gers at two loc­a­tions I tried to pho­to­graph Alex Rodi­onov and his EV with, one DC char­ger was being used, and the dual higher­speed char­gers at Petro­Canada were both not work­ing (note the black screen), writes Michael Betten­court.
Reli­able DC quick char­ging is an import­ant part of a pos­it­ive EV own­er­ship exper­i­ence.

Chinese battery cars are the new threat to Tesla

This opinion was written by Eric Reguly and was published in the Globe & Mail on April 5, 2025.

Vehicles by Chinese EV manufacturer BYD, the country’s top maker of battery-powered cars, are seen in the Port of Guangzhou in China’s southern Guangdong province on Feb. 22.

The era of the EV from China is arriving, and all the Western automakers will suffer – as if they needed more bad news

Norway has no tariffs on Chinese-made electric vehicles, and look what’s happening. Five years ago, Chinese cars were a zero in the Norwegian market; today, they’re at 10 per cent – and rising. Tesla’s share is going in the opposite direction.

Norway, where most new cars are EVs, must fill Tesla investors and its boss, Elon Musk, with dread. EV sales are rising globally, and countries that apply low or no duties on imported EVs are seeing sales of Chinese cars surge. China is the world’s largest maker and exporter of EVs, with sales up 40 per cent, to 11 million vehicles, in 2024, according to the China Association of Automobile Manufacturers. Exports of EVs and plug-in hybrids, collectively known as new-energy vehicles, grew 24 per cent.

The era of the Chinese EV is arriving, and all the Western automakers will suffer, as if they needed more bad news.

Europe is selling almost three million fewer cars each year than it did before the pandemic hit in 2020. Car factories are closing or barely ticking over, perhaps waiting to be commandeered by weapons makers to make tanks and artillery pieces. European car companies’ sales in China, once their greatest growth market, are falling fast as Chinese brands go from cheapo rattletraps to highperformance machines whose EV versions can compete in quality with BMW, Mercedes and Volkswagen at far lower prices.

In the United States, the auto sector is getting bashed by Donald Trump’s savage tariffs, including a 25-per-cent levy on cars and auto parts not made in the United States (those compliant with the United States-MexicoCanada Agreement will be exempt).

Since about half of the 16 million cars and light trucks sold in the U.S. are imported, and the foreign content of the ones assembled domestically is about 50 per cent, showroom prices will rise US$5,000 to US$10,000, various analysts have said. Car sales will surely fall.

No wonder investors are fleeing. Shares of Stellantis (Jeep, Dodge, Chrysler, Fiat, Alfa Romeo) got slaughtered this week and are now down more than 60 per cent in the past year. Ford is down 29 per cent. General Motors is up slightly but well off its November peak, when Mr. Trump

Norway, where most new cars are EVs, must fill Tesla investors and its boss, Elon Musk, with dread. EV sales are rising globally, and countries that apply low or no duties on imported EVs are seeing sales of Chinese cars surge.

was elected and billed as the most business-friendly president since Ronald Reagan.

And Tesla? The No. 1 seller of EVs in North America by a long shot has shed 55 per cent of its value since its peak of US$488 a share in December

Tesla is largely insulated from Mr. Trump’s tariff blitz because the cars it sells in the United States are made there and use mostly American components. It is also protected by the 100-percent tariffs on Chinese-made EVs that were brought in by former U.S. president Joe Biden (Canada matched the Biden tariffs).

Working against Telsa is the boycott among haters of Mr. Musk and his MAGA crusade, which sees him doing Mr. Trump’s dirty work by firing tens of thousands of U.S. government employees. Tesla sales are falling everywhere, especially in Europe, where in February they were down 40 per cent year-over-year. Overall first-quarter sales were down 13 per cent. More than a few Tesla dealerships and charging stations have been vandalized or torched. Sales in the United States are sagging, too, even as Mr. Trump urges MAGA supporters to load up on Muskmobiles, not Ford pickup trucks. It’s far from certain they will. Teslas are expensive, and polling shows that Republican supporters are less well off than Democrats.

The bright spot in the global car market is Chinese EVs. BYD is the country’s top maker of battery-powered cars and the company is on fire. Its Hong Kong-listed shares are up 90 per cent in the past year. Sales in 2024 grew 29 per cent, to US$107-billion, easily surpassing Tesla’s US$98billion. BYD profits were up 34 per cent, and EV deliveries galloped past Tesla’s in the first three months of this year. Of course, the Chinese EV industry is heavily subsidized, allowing lower sticker prices. But so is Tesla, having received fortunes in government contracts, loans, subsidies and tax credits over the years.

Tesla is no slouch in the innovation game, but even here BYD is catching up to or surpassing its American rival. The Chinese company claims to have introduced an ultra-fast charger that can give its EVs 400 kilometres of range in five minutes – about the time it takes to fill the tank in a regular car. BYD is also pushing vertical integration by investing in some of the raw materials that go into batteries, such as lithium. Smart move – doing so hands the company security of supply and pricing power.

Mr. Trump’s auto tariffs, and Europe’s, will backfire on the Western auto companies. Insulating them from Chinese competition will only delay their own EV progress. Norway shows that, in a tariff-free playing field, the Chinese can win – are winning – at Tesla’s expense.

Tesla brand backlash pushes some owners to sell

This article was written by Mariya Postelnyak and was published in the Globe & Mail on March 27, 2025.

Vehicle resale platform sees 48-per-cent spike in Teslas up for sale in February and March

Tesla Inc. owners across Canada are hitting the accelerator to sell, with the share of drivers putting the car up for sale spiking by 48 per cent on the resale platform Clutch in the two months ended in March. That compares with a 10-per-cent decline during the same period last year.

Data provided to The Globe and Mail by the vehicle reseller shows that the share of Teslas being sold on the platform has climbed month to month, from 2.7 per cent in January to 4 per cent this month. It dropped during the same period in 2024.

Clutch chief executive officer Dan Park said part of the surge in listings could be attributed to the weakening economy. But he added, “There’s obviously some of the backlash against Tesla.”

Tesla CEO Elon Musk’s jabs at Canada’s sovereignty and his close ties to U.S. President Donald Trump, along with cuts to electricvehicle subsidies and federal rebates across Canada, have dealt a series of blows to the brand. Charging stations have been set ablaze and dealership lots vandalized, with a growing number of Tesla owners feeling enough heat to sell.

“I didn’t buy to make a political statement. I wanted a good sedan EV under $40,000 with good range,” said Daniel Ribero of Ontario. But just eight months after purchasing his used Tesla, he has felt mounting pressure to sell it.

“I’ve had co-workers ask me if I’m going to sell, if I’m going to buy a sticker, what I think about the protests, et cetera,” he said. “You can feel the hatred online and the confusion in local Tesla Facebook groups.”

Tesla owners who choose to cash in often face the prospect of significant losses. But it isn’t clear yet whether the political backlash against Mr. Musk is to blame – or even whether demand for the car on the resale market has fallen across the board.

Tesla inventory on AutoTrader.ca, a car resale platform, spiked by 26.1 per cent year over year in the week of March 16 to 22. The average selling price of Teslas on the platform has declined by about 22 per cent from $50,752 in February, 2024, to $39,654 last month, with the overall drop for used EVs hovering lower at 16.3 per cent.

But these drops are more or less in line with previous swings, said Baris Akyurek, AutoTrader’s vice-president of insights and intelligence.

“When we look at the prices going back to the beginning of 2023 and do the same year-over-year calculations, it has been pretty consistent,” he said. “Looking at data from early 2023 onward, Tesla prices have consistently dropped in the mid-20-per-cent range year over year.”

Citing Statistics Canada, Mr. Akyurek said that, excluding Quebec, battery EV sales were down by 0.5 per cent year over year across the country in the fourth quarter of 2024. (Battery EV sales jumped 124 per cent in Quebec ahead of a rebate reduction in that province.)

Mr. Akyurek attributes this to anxiety around vehicle range, lack of charging infrastructure, higher costs compared to gasoline-powered vehicles and the axing of EV rebates.

Even so, Mr. Akyurek said it may be too soon to see the full impact from any changes in consumer behaviour.

On the ground, however, the pain felt by Tesla owners is real and many attribute it to the backlash against the company’s leader.

Mr. Ribero recently found himself on the verge of selling his 2021 Model 3 Long Range, despite loving most things about it, and he was only dissuaded by the estimated losses.

“I bought it for $38,000 … after taxes and fees it came to [$44,023],” he said. Clutch offered him around $30,000 for his car and he estimated it could sell for around $32,000 to $33,000 on the private resale market.

“So that’s a $10,000 difference,” Mr. Ribero said. “Financially, it makes most sense to ride it out.”

Other Tesla owners are pushing to find buyers against the odds. Toronto-based Tariqule Khan initially wanted to sell his Tesla owing to glitches he found with the car’s software. But the final push came after someone apparently intentionally scratched his car.

“After what Elon Musk is doing, it’s been hard,” he said. “I’m not concerned about Elon Musk … I’m concerned about the car.”

Mr. Khan had previously sold another Tesla years ago, but selling on Facebook Marketplace this time was much more difficult. “Not many people are messaging like before,” he said.

Private dealers, however, said they continue to see rising demand, though the client profile has somewhat shifted.

“Tesla is the new Corolla,” said Serguei Kornooukhov, jokingly. The car dealer at Vaughan, Ont.based Corfex Trading said clients are looking for “the cheapest possible” option.

“It’s not about brand loyalty, not about the tax. It’s not about the environment,” he said. “It’s about simplicity and saving money … you can save $400 or $500 a month on gas.”

For drivers who keep their Teslas, many try to conceal the once iconic T logo. Mr. Ribero has been thinking about covering his with a sticker or a Canadian flag.

“I understand the frustration and I am in solidarity with protests to hurt back the U.S. for their attacks on our sovereignty,” he said. “But I hope that hatred is not directed at individual owners.”

I didn’t buy to make a political statement. I wanted a good sedan EV under $40,000 with good range.

DANIEL RIBERO, TESLA OWNER

Shifting political winds might be good for EVs as they gain appeal to buyers of all stripes

This opinion was written by David Berman and was published in the Globe & Mail on March 26, 2025.

Maybe that’s a good thing. In order for the vehicles to move toward wider adoption, they have to appeal to buyers of all political stripes

Isometimes wonder just how much my electric vehicle is a billboard for whatever values are rattling around my soul. Am I worried about climate change? Absolutely. Do I embrace innovation? I try. Am I motivated by cheap overnight electricity? You got that right.

Oh, and am I willing to take a $5,000 government handout to help finance a big purchase? Duh.

But the values that EVs are projecting have grown awfully murky in recent months.

It began when President Donald Trump signed an executive order to withdraw the United States from the Paris Agreement, a pledge among nations to fight climate change.

He has also ordered a review of policies that favour EV sales, including financial incentives that are examples of – according to an executive order – “ill-conceived government-imposed market distortions.”

EVs, in Mr. Trump’s view, are not solutions.

But the EV image makeover only starts there. What’s arguably more important is that Elon Musk, chief executive officer of Tesla Inc., the company that got the EV ball rolling in North America, has gone from quirky to disturbing.

He’s gutting the U.S. bureaucracy, which is making him a villain among many Americans. He offered full-throated support of

Germany’s hard-right political party, Alternative for Germany, in that country’s recent election. And he made that weird salute on Mr. Trump’s inauguration day

Now, many Tesla owners are left in an uncomfortable position of wondering if their EVs are tacit approval of Mr. Musk’s bizarre behaviour. Recent vandalism of Tesla vehicles in the United States and Canada may explain why some owners have tried to distance themselves with bumper stickers that declare, for example, “I bought this before Elon went crazy.”

I drive a Hyundai Ioniq 5, so I’ve been spared any direct association with Mr. Musk.

Nonetheless, I’m starting to wonder what image my EV is projecting. Environmentalism and progressive values have been tossed out the window. Perhaps my hazard lights are now blinking “libertarian, libertarian, libertarian” – or something worse.

Some car buyers may be wondering: Is an EV the sort of vehicle I want to own today, when a gas-powered Civic or RAV4 will get me through any political traffic jam?

I haven’t met an EV owner yet who regrets their purchase. Some wonder aloud why they waited so long to make the switch. I can’t think of a reason why I’d ever return to a gas-powered car other than, perhaps, a zombie apocalypse.

It’s a tough one to answer. But here’s what I’m hoping for: As EVs shed their virtue-signalling, they become nothing more – or less – than plain cars.

The upside? They will be more acceptable to more people.

I think that’s a good thing. For EVs to take the next step toward wider adoption, they have to appeal to car buyers regardless of where these consumers stand on the environment, or anything else.

EVs can make this important transition for one simple reason: They are great for most people most of the time.

I haven’t met an EV owner yet who regrets their purchase. Some wonder aloud why they waited so long to make the switch. I can’t think of a reason why I’d ever return to a gas-powered car other than, perhaps, a zombie apocalypse.

Sure, there’s the higher upfront cost and some inconveniences on long road trips, where frequent charging adds time.

But there’s also the thrill of cheap and convenient at-home charging, low maintenance issues and wickedly fast – and silent – acceleration. You don’t need to be a tree-hugging progressive to appreciate these advantages.

There is another reason why shifting political winds might be good for EVs. With incentives dying out, EVs will no longer be vulnerable to the criticism that they only exist because of lefty government subsidies.

In January, the Canadian government’s $5,000 incentive program ended. Among provinces, Ontario’s incentives are long gone and Quebec is now winding down its own. The U.S. government’s US$7,500 in federal tax credits are in Mr. Trump’s crosshairs.

The end of incentives could make EVs more expensive and weigh on sales in the near term. The development of low-cost EVs – the Holy Grail for wide adoption – might take longer.

But if there is a level playing field with gas-powered vehicles, much of the rhetoric lobbed against EVs should subside. That should make the transition from gas to electric as apolitical as, say, cutting a landline and embracing a smartphone.

What’s more, the complaint that EVs are being forced on consumers should also fade away under the new political climate.

Mr. Trump amplified this complaint in his inauguration speech in January when he said that, under his leadership, “You’ll be able to buy the car of your choice.”

Surprise surprise, Mr. Trump’s promise is based on a falsehood about car-buying choices, because today’s consumers have plenty of choice.

Despite long-term targets for zero-emission car sales, the current default is still gas-powered cars. They are cheaper than EVs based on the upfront cost, they are more readily available, and they enjoy a reliable and fully developed refuelling network.

Mr. Trump’s rhetoric should at least comfort car buyers in knowing that they aren’t facing an ultimatum. They are free to buy what they want, and for whatever reasons. So, if my EV is broadcasting anything about my values, it has been reduced to a very simple message: I like my car.

Ott­awa quietly loosens rebate rules

Trans­port Canada web­site now allows deal­er­ships to back file for cars that have already sold

This article was written by Marco Chown Oved and was published in the Toronto Star on March 25, 2025.

The rules for Canada’s defunct EV rebate pro­gram have been quietly changed in a way that would have allowed for the mass fil­ing that Tesla car­ried out as the pro­gram expired, the Star has dis­covered.

Four Tesla loc­a­tions claimed $43.1 mil­lion in rebates for sales of 8,653 elec­tric vehicles over a 72hour period in Janu­ary.

Until recently, the rules pub­lished on Trans­port Canada’s web­site stated that deal­er­ships “must” file for rebates “before the deliv­ery of the vehicle.” Tesla would have had to deliver two cars a minute, 24 hours a day for three days straight to abide by those rules and qual­ify for the rebates.

However, after the Star revealed this unpre­ced­en­ted surge in Tesla rebate claims, the word­ing of the rules on the Trans­port Canada web­site were altered so they now allow deal­er­ships to back file for cars that have already been sold.

Some­time after March 6, the lan­guage was changed to say that deal­ers “should” file for rebates before the deliv­ery of vehicles.

“I think it looks bad and makes it seem like they are try­ing to cover up the fact that some­body either: a) pos­ted the wrong thing in the first place; or b) decided to dis­cretely change the policy,” said Ian Sted­man, an asso­ciate pro­fessor of Cana­dian pub­lic law and gov­ernance at York Uni­versity.

Des­pite the recent change, the gov­ern­ment web­site still lists its “modi­fic­a­tion date” as July 5, 2024.

“What is the point of hav­ing that on the page if it is mean­ing­less?” Sted­man added.

Trans­port Canada and Trans­port Min­is­ter Chrys­tia Free­land did not respond to repeated requests for com­ment on this story.

The Tesla rebate surge, and the pro­spect of pay­ing out tens of mil­lions of dol­lars in tax­payer money, has taken on added geo­pol­it­ical sig­ni­fic­ance now that CEO Elon Musk holds a prom­in­ent pos­i­tion in the admin­is­tra­tion of U.S. Pres­id­ent Don­ald Trump as he launches a trade war against Canada.

Tesla cars and deal­er­ships have become tar­gets for van­dal­ism and protest on both sides of the bor­der as people take out their anger at Musk’s role in rad­ical cuts to U.S. gov­ern­ment pro­grams and mass lay­offs of civil ser­vants. In response, the com­pany’s products have been dis­qual­i­fied from rebate pro­grams in B.C., Man­itoba and Nova Sco­tia. Free­land, when she was run­ning for the Lib­eral lead­er­ship, prom­ised a 100 per cent tar­iff on Tesla vehicles.

The flurry of Tesla claims drained the gov­ern­ment fund, leav­ing hun­dreds of inde­pend­ent deal­er­ships with no way to recoup $10 mil­lion in rebates they had fron­ted to cus­tom­ers

It remains unclear whether the Cana­dian gov­ern­ment has paid out the $43 mil­lion to Tesla, or is hold­ing back the gov­ern­ment sub­sidy.

The fed­eral gov­ern­ment’s iZEV rebate pro­gram offered pur­chasers of cer­tain bat­tery elec­tric and plu­gin hybrid vehicles $2,500­$5,000 off the pur­chase price. Deal­ers fron­ted the rebate to cus­tom­ers and were later reim­bursed by the gov­ern­ment.

On a Fri­day in mid­Janu­ary, Trans­port Canada emailed deal­ers to tell them that the pro­gram was run­ning out of money and that they would have “a few weeks” before it was shut down. Imme­di­ately after the email was sent, four Tesla loc­a­tions in Toronto, Que­bec City and Van­couver star­ted fil­ing for rebates at a furi­ous pace, stak­ing claim to $43.1 mil­lion — or 60 per cent of the remain­ing funds — by the time the week­end was over.

That Fri­day and Sat­urday were the two biggest days for rebate claims in the five­year his­tory of the iZEV pro­gram. On the Fri­day, the four Tesla show­rooms accoun­ted for 1,552 of the 2,375 rebates claimed nation­wide. On the Sat­urday, those Tesla out­lets took 5,840 of the 6,144 rebates claimed across Canada.

The flurry of Tesla claims drained the gov­ern­ment fund more quickly than anti­cip­ated, leav­ing hun­dreds of inde­pend­ently owned deal­er­ships with no recourse to recoup $10 mil­lion in rebates they had fron­ted to cus­tom­ers.

“What you have is pro­gram mis­man­age­ment that led to some dis­pro­por­tion­ately neg­at­ive con­sequences for many deal­er­ships,” said Sted­man. “The gov­ern­ment clearly should have had bet­ter safe­guards in place if they knew the pro­gram was wind­ing down. This really is a bad out­come for those deal­er­ships that were rely­ing on the rebate.”

Three EV deal­ers who spoke to the Star said the rules weren’t being enforced and Trans­port Canada was allow­ing deal­er­ships to back file for rebates after EVs were sold even though the rules pro­hib­ited this.

The change to Trans­port Canada’s web­site makes it look like this prac­tice was always per­mit­ted and con­ceals the fact that the gov­ern­ment wasn’t enfor­cing the pos­ted rules, accord­ing to inter­views with three dif­fer­ent EV deal­ers.

“The eth­ics of what’s been done is ques­tion­able,” said Akolisa Ufodike, an assist­ant pro­fessor at York Uni­versity’s Schools of Admin­is­trat­ive Stud­ies and Pub­lic Policy.

However, leg­ally speak­ing, the min­is­ter has the power to over­rule or dis­reg­ard any rules regard­ing the dis­tri­bu­tion of gov­ern­ment money, he said.

When Tesla filed the massive surge of rebates over that final week­end, it caught other deal­er­ships flat footed, hav­ing thought they had more time to file for thou­sands of EVs they had sold.

Terry Budd, who owns eight car deal­er­ships in the Oak­ville and Hamilton areas, and is still owed about $175,000 in rebates, said it appeared that “Tesla’s done a very, very poor job of their paper­work.

“There’s no way they delivered or sold that many cars in a week­end. Clearly, the paper­work was so bad and some­body tuned them up and said, `Look, get your paper­work done.’

“Then all of a sud­den Tesla claimed the entire amount over the week­end and cleared every­one else out.”

A pro­tester attends a rally out­side an Ott­awa Telsa deal­er­ship last week­end. In Janu­ary, four Tesla deal­er­ships claimed $43.1 mil­lion in rebates under a now­defunct fed­eral pro­gram for 8,653 elec­tric vehicle sales in a 72­hour period.

China’s BYD unveils fast­char­ging sys­tem

Com­pany says five to eight minutes for a full charge

Chinese automaker BYD reported it made just over 4.3 million “new energy vehicles” last year, up 41 per cent from a year earlier.

This article was written by Elaine Kurtenbach and was published in the Toronto Star on March 19, 2025.

China’s energy and auto giant BYD has announced an ultra­fast EV char­ging sys­tem it says is nearly as quick as a fill up at the pumps.

BYD, China’s largest EV maker, said its flash­char­gers can provide a full charge for its latest EVs within five to eight minutes, sim­ilar to the amount of time needed to fill a fuel tank. It plans to build more than 4,000 of the new char­ging sta­tions across China.

Char­ging times and lim­ited ranges have been a major factor con­strain­ing the switch from gas and diesel vehicles to EVs, though Chinese drivers have embraced that change, with sales of bat­tery powered and hybrid vehicles jump­ing 40 per cent last year.

BYD, which stands for build your dreams, began pre­sales of its Han L and Tang L mod­els, which are upgraded ver­sions of earlier mod­els. The Chinese com­pany star­ted out mak­ing bat­ter­ies and has been refin­ing its bat­tery and energy stor­age tech­no­logy while build­ing an auto empire that is expand­ing out­side China. It says its one mega­watt flash char­gers can provide power for 400 kilo­metres in five minutes.

Ultra­high voltage and a large cur­rent are required to max­im­ize char­ging speeds, BYD’s founder Wang Chuanfu said in a state­ment.

“To com­pletely solve users’ anxi­ety over char­ging, our pur­suit is to make the char­ging time for EVs as short as the refuel­ling time for fuel vehicles,” Wang said.

The com­pany also said that its flash­char­ging sys­tem relies on sil­icon carbide power chips with voltage levels of up to 1,500V it developed on its own. Its Blade lith­i­umion phos­phate bat­tery is per­haps the world’s safest and most effi­cient EV bat­tery, with Tesla opt­ing to use it in some of its EVs, industry ana­lyst Michael Dunne said in a report.

BYD repor­ted it made just over 4.3 mil­lion “new energy vehicles” last year, up 41 per cent from a year earlier, includ­ing 1.8 mil­lion bat­tery elec­tric vehicles and 2.5 mil­lion plug in hybrids. The price of its shares traded on China’s smal­ler mar­ket in Shen­zhen has surged nearly 50 per cent in the past six months.

While BYD’s fan­ci­est, latest premium mod­els are expec­ted to sell for up to about $40,000 (U.S.), it also makes much less expens­ive EVs includ­ing the Seagull, which sells for around $12,000 in China.

BYD barely nudged ahead of Tesla in pro­duc­tion of bat­tery­ powered EVs in 2024, mak­ing 1,777,965 com­pared with Tesla’s 1,773,443. In Janu­ary, Tesla said its sales dropped in 2024, a first in more than a dozen years, as rivals such as BMW, Volk­swa­gen and BYD gained mar­ket shares with com­pet­it­ive EVs.

End of EV pro­gram led to spike in rebates

Car deal­er­ships claimed thou­sands of sales in days before fed­eral sub­sidies ran out

This article was written by Marco Chown Oved and was published in the Toronto Star on March 5, 2025.

Imme­di­ately after the fed­eral gov­ern­ment announced it was wind­ing down the EV rebate pro­gram in Janu­ary, a single Tesla deal­er­ship in Que­bec City claimed nearly $20 mil­lion in pub­lic sub­sidies by say­ing it sold more than 4,000 elec­tric vehicles over a single week­end, the Star has learned.

Records released by Trans­port Canada show a dra­matic spike in sales in the 72 hours after the gov­ern­ment announced the fund­ing for EV rebates was about to run out.

Four Tesla deal­er­ships stand out for their timely sales­man­ship — two in Toronto, one in Van­couver and one in Que­bec City. They went from selling sev­eral dozen cars per day to as many as 2,500 elec­tric vehicles on the Sat­urday before the pub­lic fund­ing ran dry, accord­ing to the data.

Together, the four Tesla deal­er­ships declared sales of 8,600 EVs and were able to claim more than $43 mil­lion in rebates over the week­end of Jan. 10­12 — gob­bling up more than half of the $71.8 mil­lion in pro­gram fund­ing that had been remain­ing on Fri­day morn­ing. By Monday, the gov­ern­ment informed all deal­er­ships nation­wide that its funds had been exhausted and the iZEV rebate pro­gram was over.

It’s unclear how these deal­er­ships were able to claim so many rebates in such a short period of time, given the rules of the gov­ern­ment pro­gram and the logist­ical dif­fi­culties of deliv­er­ing so many cars to cus­tom­ers so quickly.

Deal­er­ships “must” file a rebate applic­a­tion before the car is delivered to the cus­tomer, accord­ing to Trans­port Canada’s web­site, indic­at­ing the surge in claims should not have come from a back­log of paper­work for elec­tric cars that had already been sold.

After being con­tac­ted for this story, however, Trans­port Canada admit­ted this policy wasn’t being enforced and that some of the rebates dur­ing the last week­end were claimed on cars that had pre­vi­ously been sold — though it did not say how many.

Tesla did not respond to a request for com­ment. The Star could not reach the four Tesla deal­er­ships by phone for com­ment.

“I am not too sur­prised to see the surge in sales related to the end of the pro­gram,” said Nate Wal­lace, pro­gram man­ager for clean trans­port­a­tion at Envir­on­mental Defence, who called it a “Black Fri­day” phe­nomenon.

“People who were on the fence or were plan­ning to wait to poten­tially buy an EV at a later time will rush to make sure they can take advant­age of the rebate before it is gone.”

With this kind of rush in demand, car deal­ers who sell cars online, such as Tesla, have an advant­age over oth­ers who primar­ily place orders in per­son, he said.

The now­defunct iZEV pro­gram provided as much as $5,000 toward the pur­chase of an elec­tric or plu­gin hybrid vehicle with a max­imum price of $55,000, a limit that excluded some more expens­ive Tesla mod­els. Deal­er­ships provided the rebate to buy­ers upfront and were reim­bursed by the gov­ern­ment after­ward.

The pro­gram has been wildly pop­u­lar, sub­sid­iz­ing more than half a mil­lion zero­emis­sion vehicles and help­ing to drive uptake of EVs from 2.9 per cent of new­car sales in 2019 to 15.4 per cent in the final quarter of 2024. Many in the industry thought the pro­gram would be refin­anced and con­tin­ued, but as chaos engulfed the fed­eral gov­ern­ment in Janu­ary — with then fin­ance min­is­ter Chrys­tia Free­land resign­ing and Prime Min­is­ter Justin Trudeau announ­cing he would step down — the iZEV pro­gram appears to have fallen through the cracks. Its fund­ing was allowed to run out without any plans announced for its future.

Trans­port Canada still says the pro­gram has been “paused.”

The Fri­day and Sat­urday before the money ran out were the two biggest single days for EV rebates since the iZEV pro­gram was star­ted in 2019, accord­ing to a Star ana­lysis of rebate data.

With 6,144 eli­gible EVs sold, the Sat­urday more than tripled the pre­vi­ous record set in Decem­ber 2024.

While the Tesla deal­er­ship in Que­bec City topped the list with 2,558 EVs sold that day, the second most sales were made at a Tesla deal­er­ship on Dun­das Avenue West in Eto­bicoke, which sold 1,709 eli­gible vehicles. This deal­er­ship sold 2,528 EVs over the final week­end of the iZEV pro­gram, more than all the rebates it had pre­vi­ously claimed.

The gov­ern­ment paid out more than $12.5 mil­lion to this deal­er­ship for that week­end alone.

Employ­ees at the Eto­bicoke Tesla deal­er­ship declined to com­ment on the sales fig­ures, but did spe­cify that the iZEV rebate is applied only when a cus­tomer picks up their vehicle, not when they pur­chase it online.

There is a large park­ing lot sur­round­ing the deal­er­ship, but it can accom­mod­ate fewer than 200 vehicles, accord­ing to a count of park­ing spaces in an aer­ial view on Google Maps — mak­ing it hard to pic­ture how more than 1,700 vehicles could have been delivered to cus­tom­ers on a single day.

Asked about the surge in rebate claims, Trans­port Canada said deal­er­ships need to sub­mit an eli­gib­il­ity assess­ment before the vehicle is delivered to the cus­tomer to ensure “the vehicle and pur­chasers are eli­gible, and funds are still avail­able,” but that there is no rule to pre­vent them from sub­mit­ting the paper­work after the car is delivered.

“Between Jan. 10 and Jan. 12, the iZEV Pro­gram received claims for vehicles that had already been delivered or were about to be delivered,” wrote spokes­per­son Fla­vio Nienow in an email.

Trans­port Canada did answer a ques­tion about the dis­crep­ancy between the lan­guage on Trans­port Canada’s web­site and the prac­tice of fil­ing for rebates after an EV has been delivered.

Joanna Kyriazis, dir­ector of pub­lic affairs at Clean Energy Canada and a long­time observer of the elec­tric vehicle mar­ket, said she sus­pects Trans­port Canada had been wait­ing for the gov­ern­ment to announce more money to con­tinue the pro­gram but when it became clear the fund would run dry, the depart­ment rushed out a last­minute warn­ing to deal­er­ships.

“I don’t think Trans­port Canada wanted to put deal­ers in this situ­ation. This was a crummy out­come,” she said.

“I just won­der if there was a bit of sym­pathy for the abrupt pause of this pro­gram and all of the messi­ness that the deal­ers then had to deal with,” she said, spec­u­lat­ing that this was why late rebate applic­a­tions were allowed.

More than 500 deal­er­ships sub­mit­ted iZEV rebate applic­a­tions in the 72 hours between the announce­ment that the pro­gram was run­ning out of money and the final cut­off, said Trans­port Canada spokes­per­son Sau Sau Liu, who emphas­ized that there are sev­eral lay­ers of checks to pre­vent fraud and mis­ap­pro­pri­ation.

The gov­ern­ment uses “mul­tiple con­trols to ensure the pro­gram only deliv­ers incent­ives for eli­gible trans­ac­tions and is com­pli­ant with its prees­tab­lished terms and con­di­tions,” she added.

The iZEV pro­gram provided as much as $5,000 toward the pur­chase of an elec­tric or plug­in hybrid vehicle with a max­imum price of $55,000, and sub­sid­ized more than half a mil­lion zero­emis­sion vehicle pur­chases