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Nissan Weighs Shipping China-Built Cars to Canada Under New EV Import Quota

The exploration signals a bid to tap lower-cost China production under Canada’s reduced-tariff pathway for electric cars.

Overview

  • Nissan Americas chief Christian Meunier said the company is evaluating exports from its Dongfeng joint venture in China to Canada, though he did not name models or a timetable.
  • Canada’s January deal with Beijing allows up to 49,000 Chinese-built EVs each year at a 6.1% tariff, with the first 24,500 import permits opened March 1 and early shipments already underway.
  • Tesla has shifted Canadian Model 3 supply to its Shanghai plant to cut prices, and Lotus has begun sending China-made Eletre SUVs, illustrating how rivals are using the quota in practice.
  • Nissan’s review fits CEO Ivan Espinosa’s plan to ramp Chinese exports to 100,000 vehicles at first and later to 300,000, after deep cost cuts and plant consolidations under the Re:Nissan recovery plan.
  • The quota has drawn sharp pushback from Canadian and U.S. figures, and Ottawa may split permits by brand to limit any single automaker’s share, while U.S. tariffs at 100% keep this route closed to American buyers.