Hello! Thank you for checking out this week’s EV North Newsletter!

Welcome to The EV North - a weekly newsletter that brings together some of the biggest EV news stories and delivers them to your inbox. There is a focus on Canada & North America but you’ll also find EV news from around the world!

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Apologies! This is a long one!
Lots happening in the world of EVs, especially in Canada!

In this issue:

• Do the US imposed tariffs offer an opportunity for Canada and global EV manufacturers?

• Li-Cycle Expands European Reach with New Exclusive Recycling Partnership in Germany.

• Kia Unveils the EV5: A Canada-Exclusive Electric SUV Set for 2026.

• Canada Announces 25% Tariff on U.S. EVs, Tesla Faces Potential 100% Tariff.

• Renault Filante Record 2025: A High-Efficiency EV Pushing the Limits of Aerodynamics and Range.

• IONNA Expands Nationwide, Bringing 1,000+ Fast Chargers to U.S. Roads by 2025.

• Ford Unveils Mustang Mach-E NASCAR Prototype: A High-Powered EV for the Track.

• Volkswagen Confirms Sub-$25,000 EV Lineup, Teases Likely ID.1 for Europe.

• + more!

Canada

Do the US imposed tariffs offer an opportunity for Canada and global EV manufacturers?

The EV) industry is rapidly evolving, driven by technological advancements, consumer demand, and geopolitical shifts. Two critical factors currently influencing this landscape are U.S.-imposed tariffs on Canadian goods and Canada's own tariff policies toward Chinese EV imports.

While tariffs are generally seen as trade barriers, the potential U.S.-imposed tariffs on Canadian products could have unexpected ripple effects that might benefit the Canadian EV sector. If Canadian EV manufacturers face higher costs when exporting to the U.S., they might shift focus toward serving domestic and other international markets, spurring local production and job creation. Perhaps the iZEV program gets revamped with a higher focus on EVs made in Canada - Dodge Charger Daytona anyone? (from the Windsor, Ontario plant).

Tariffs could also incentivize Canadian companies to source materials domestically, strengthening supply chains and reducing reliance on U.S. imports. Alternatively, Canadian companies may seek new markets beyond the U.S., such as Europe or Asia, encouraging diversification and reducing economic vulnerability tied to a single trade partner.

However, it's important to note that the overall economic strain from tariffs could outweigh these benefits, as higher costs and trade disruptions might hinder growth in the long term.

What about the 100% tariff on Chinese EVs? Should that be revisited?

Canada currently imposes tariffs on EVs imported from China, which affects market dynamics in several ways. Removing these tariffs could have both positive and negative implications pending the proposed tariffs from the US on Canadian products:

Chinese EV manufacturers, such as BYD and NIO, are known for producing cost-effective, high-tech vehicles. Removing tariffs could make these vehicles more affordable, accelerating EV adoption in Canada. Many Chinese EVs meet or exceed Transport Canada requirements and they meet or exceed the technologies that make Tesla fanpeople drool. North American’s just don’t know it yet. Chinese EV manufacturers such as Zeekr, Xpeng (which used xnpg) and Xiaomi have self driving functionalities such as Tesla’s FSD - and some say they actually work better!

Click here for Out of Spec Full 1-Hour self driving system drive in China.

With that said, domestic companies might struggle to compete with the lower production costs of Chinese EVs, potentially impacting local jobs and businesses. This would shift focus away from building local supply chains, potentially slowing the growth of Canada’s EV manufacturing ecosystem.

The interplay of tariffs and trade policies is complex. While U.S.-imposed tariffs might inadvertently stimulate certain sectors of Canada's EV industry, they could also create economic challenges. On the other hand, removing tariffs on Chinese EVs could boost consumer adoption and international collaboration but might put pressure on domestic manufacturers.

Are you on Reddit? Check out our subreddit at https://reddit.com/r/evcanada 

Li-Cycle Expands European Reach with New Exclusive Recycling Partnership in Germany.

Li-Cycle has signed an exclusive recycling agreement with a leading global EV manufacturer (yet to be named), further expanding its footprint in the European market. Under this partnership, lithium-ion battery materials from an EU-based electric vehicle production facility will be processed at Li-Cycle’s Germany Spoke. This deal strengthens the company’s role in supporting the circular economy by ensuring valuable battery materials are recovered and reused.

In Li-Cycle’s recycling process, a “Spoke” refers to one of their pre-processing facilities, where they collect and process lithium-ion battery materials, such as manufacturing scrap and end-of-life batteries. These facilities shred and separate the battery materials to produce "black mass," a powdery substance containing valuable metals like lithium, nickel, and cobalt.

The “Germany Spoke” specifically refers to Li-Cycle’s battery recycling facility in Germany, which serves as a key hub for collecting and processing battery materials from European electric vehicle manufacturers. This facility is part of their Spoke & Hub Technologies model, where Spokes handle the initial processing and send the black mass to future Hubs for further refining into usable battery-grade materials.

Ajay Kochhar, President and CEO of Li-Cycle, says that this agreement is important in enhancing the company’s ability to provide a localized and sustainable supply of critical battery materials. By recycling manufacturing scrap and end-of-life batteries, the Germany Spoke will contribute to the growing demand for responsibly sourced lithium, nickel, and cobalt.

Li-Cycle continues to expand its innovative Spoke & Hub Technologies across key markets, and becoming a trusted recycling partner for major EV manufacturers. With a focus on sustainability and high-quality service, the company remains committed to closing the battery supply loop and supporting the global transition to clean energy.

Kia Unveils the EV5: A Canada-Exclusive Electric SUV Set for 2026.

Kia has announced the EV5, a compact electric SUV designed exclusively for the Canadian market. Set to arrive in 2026, the EV5 aims to make electric vehicle ownership more accessible by offering an affordable yet stylish option in one of Canada’s most popular vehicle segments. The SUV features Kia’s “Opposites United” design philosophy, taking inspiration from nature with bold exterior lines, a tiger-face grille, and distinctive star map lighting. Available in eight colors, including the all-new Magma Red and Frost Blue, the EV5 balances a sporty look with modern functionality. It basically looks like a smaller version of the EV9.

Inside, the EV5 delivers a premium experience with soft-touch materials, a nearly 30-inch panoramic screen, and mood lighting. The cabin accommodates five passengers comfortably, offering generous storage and flat-folding rear seats for enhanced cargo space. Eco-conscious materials are incorporated throughout, aligning with Kia’s sustainability efforts.

The EV5 will be available with two battery options—a 60.3 kWh standard range and 81.4 kWh long range, with both front-wheel and all-wheel drive configurations. It will also support North American Charging Standard (NACS), giving drivers access to a growing network of fast-charging stations.

Making its public debut at the Canadian International Auto Show in Toronto from February 14-23, 2025, the EV5 represents Kia’s push to expand EV adoption in Canada. For more details, visit www.kia.ca/EV5.

Canada Announces 25% Tariff on U.S. EVs, Tesla Faces Potential 100% Tariff.

The Canadian government has confirmed plans to impose a 25% tariff on electric vehicles (EVs) imported from the U.S., as part of broader retaliatory measures against American tariffs on Canadian goods. The policy, set to take effect on February 4, 2025, applies to a range of products worth $30 billion, including EVs. This move could increase prices on U.S.-built EVs, potentially affecting Canadian EV adoption rates.

Additionally, former Canadian Finance Minister Chrystia Freeland has proposed a 100% tariff on Tesla vehicles, citing Elon Musk’s support for former U.S. President Donald Trump. Freeland suggests that targeting products associated with Trump-supporting businesses would be an effective response to the U.S. tariffs. If implemented, the tariff could make Tesla models significantly more expensive in Canada, impacting Tesla’s market position.

These tariffs mark a significant shift in trade policy, potentially reshaping the North American EV market. Higher import costs could encourage automakers to expand local manufacturing in Canada or seek alternative supply chains. Meanwhile, Canadian consumers may shift toward domestic or non-U.S. EV brands to avoid price increases.

The full impact of these tariffs remains to be seen, but they could slow EV adoption in Canada and create new challenges for automakers operating across the U.S.-Canada border.

👋 Hello, one quick thing. If you’re enjoying this, can you do me a favour and forward it to a friend? Thank you!

EV Around the World 🌏

Renault Filante Record 2025: A High-Efficiency EV Pushing the Limits of Aerodynamics and Range.

Renault has unveiled the Filante Record 2025, a cutting-edge electric demo car designed to maximize efficiency and set new benchmarks in power consumption and range. Featuring an 87 kWh battery—the same as the Scenic E-Tech—the 1,000 kg single-seater aims to establish a new efficiency record in 2025.

Inspired by Renault’s rich motorsport heritage, the Filante Record 2025 combines a streamlined body with aeronautical design cues, optimizing airflow for minimal drag. The exterior, finished in a unique Ultraviolet Blue, incorporates elements from past record-breaking Renault models, including separated wheels, wheel fairings, and a sculpted monolithic body that enhances aerodynamics.

Inside, the fighter jet-inspired cockpit is engineered for performance and weight savings. A hammock-style seat, lightweight carbon components, and a minimalist control system ensure an optimal driving experience. The steer-by-wire and brake-by-wire systems eliminate mechanical linkages, reducing weight and increasing responsiveness. A flexible panoramic digital display provides real-time driving data, enhancing visibility and ergonomics.

Renault has also integrated cell-to-pack battery technology, which optimizes weight distribution and energy efficiency. The custom Michelin tires, designed to minimize rolling resistance, further improve range and performance.

En Francais - Sylvia dos Santos, Head of Naming Strategy with Renault's Global Marketing Division, explains how this name (Filante) highlights the brand's pioneering spirit and capacity for innovation.

Making its debut at the Rétromobile motor show in Paris (February 5-9, 2025), the Filante Record 2025 is set to attempt an efficiency record in the first half of the year, serving as a testbed for future EV innovations.

IONNA Expands Nationwide, Bringing 1,000+ Fast Chargers to U.S. Roads by 2025.

IONNA, the joint venture backed by BMW, GM, Honda, Hyundai, Kia, Mercedes-Benz, Stellantis, and Toyota, has officially moved from public beta to a full-scale national rollout. Since launching in February 2024, the network has contracted over 100 sites and plans to deploy more than 1,000 charging bays by the end of 2025, enhancing EV road trip accessibility across the U.S.

Following extensive testing, IONNA refined its hardware and software to optimize reliability and ease of use. The first IONNA Rechargery opened in Apex, NC, alongside a new headquarters and Customer Experience Lab in Durham, NC, dedicated to ongoing development. Additional charging sites have launched in Houston, TX, and Abilene, KS, with more under construction, including Willcox, AZ.

Beyond expanding fast-charging infrastructure, IONNA is integrating AI-powered features for a seamless experience. Select locations will introduce Amazon’s Just Walk Out technology, allowing drivers to grab refreshments without checkout lines. The network is also advancing Plug & Charge capabilities, in-car payment options, and AI-powered reservation and route optimization.

With plans to build 30,000 charging bays over the next five years, IONNA is committed to scaling reliable EV charging while investing in American jobs and manufacturing.

Ford Unveils Mustang Mach-E NASCAR Prototype: A High-Powered EV for the Track.

Ford has introduced the Mustang Mach-E NASCAR prototype, an all-electric race car built for the iconic American racing series. This high-performance EV joins Ford’s growing electric motorsports lineup, which includes the F-150 Lightning SuperTruck and SuperVan 4.2, further advancing the brand’s push into electrified racing.

Designed with a lightweight carbon fiber chassis and utilizing Next-Gen NASCAR architecture, the Mach-E NASCAR prototype integrates Cup Series suspension, brakes, and wheels while adopting a sleek two-door design with a reinforced internal cage. A large rear wing enhances aerodynamics, giving the car a distinctive track-ready look.

Under the hood, a 78 kWh battery powers three electric motors, delivering an impressive 1,360 horsepower in qualifying mode and 816 horsepower in race mode. Weighing around 4,000 pounds, it significantly exceeds the weight of a standard Mustang Mach-E GT but maintains high-speed agility.

Ford’s extensive racing heritage, spanning NASCAR, Formula 1 (via its Red Bull partnership in 2026), and the 24 Hours of Le Mans return in 2027, plays a key role in shaping this electric prototype. Former NASCAR driver David Ragan has tested the vehicle at Martinsville Speedway and Carolina Motorsports Park, showcasing its potential for future racing applications.

While Ford has not announced an official competition debut, the Mustang Mach-E NASCAR prototype is set to appear in exhibitions, demonstrations, and special events worldwide.

Volkswagen Confirms Sub-$25,000 EV Lineup, Teases Likely ID.1 for Europe.

Volkswagen has confirmed plans for a new entry-level electric vehicle, expected to be called the ID.1, with a starting price under €20,000 (~$30,000 CAD). Set to debut publicly in March 2025 and launch in 2027, this small EV aims to bring affordability and quality to the European market.

The ID.1 will join Volkswagen’s expanding lineup, sitting alongside the ID.2all, a small electric hatchback expected in 2026 with a starting price below €25,000 (~$37,000 CAD). These models are part of VW’s strategy to introduce nine new EVs by 2027, including an electric Golf and an electric T-Roc crossover.

Volkswagen has not confirmed whether the ID.1 or ID.2all will be available in North America. While the company originally targeted 15 million EV sales globally by 2028, shifting market conditions, supply chain challenges, and growing competition—especially in China—have influenced its approach.

To strengthen its EV development, VW has invested $5.8 billion in a joint venture with Rivian, focusing on electrical architecture and software. Meanwhile, production for the ID.1 is likely to take place in Spain, with Wolfsburg remaining the core plant for Volkswagen’s electric transition.

Since launching the ID family in 2019, Volkswagen has sold over 1.35 million electric vehicles, including 383,100 in 2023.

QuickEV

• Ferrari is launching its first EV later this year: Here’s a sneak peek of the electric supercar.

• Hertz Is Selling Off Its Rare Shelby Mach-E Rentals.

• [VIDEO] Fastest Charging EV In The World! 0-100% Zeekr Golden Battery.

• Mercedes-Benz EVs can now charge on Tesla Superchargers.

• Angry Florida Dealers Sue Scout Over Direct Sales Plan.

• [VIDEO] The Electric Viking’s favourite EV in 2024 is much better than a Tesla Model Y - the Xpeng G6.

• Kia will officially launch its cheaper, smaller EV2 in January 2026.

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