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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In this issue:

• Trump’s imposed tariff impacts on the North American electric vehicle industry and are Chinese EVs the solution?

• Top Affordable EVs in Canada - Take a closer look!

• Workhorse W56 and W750 Electric Step Vans Approved for Sale in Canada.

• Volvo ES90 Revealed: A New Era of Electric Mobility for Volvo.

• Hyundai IONIQ 9: Long-Range Electric SUV with Premium Comfort and Cutting-Edge Technology.

• Aptera Advances Real-World Testing of Its Solar Electric Vehicle.

• + more!

Canada

Trump’s imposed tariff impacts on the North American electric vehicle industry and are Chinese EVs the solution?

The U.S. auto industry, particularly electric vehicle manufacturers, faces a major challenge as steep tariffs on Canada, Mexico, and China take effect. These tariffs are expected to increase EV prices, disrupt supply chains, and slow down the industry’s transition to electric mobility.

The 25% tariffs on Canadian and Mexican imports will significantly impact Ford and General Motors, as many of their top-selling EVs are manufactured in Mexico. These include: Ford Mustang Mach-E, Chevrolet Equinox EV, Chevrolet Blazer EV, & Honda Prologue (built at GM’s plant).

Tesla is less affected due to its high percentage of U.S.-made components, while foreign automakers like Volkswagen, Hyundai, and Mercedes will also avoid heavy costs since they manufacture EVs in the U.S. or import them from Europe, Japan, or Korea, which are not currently targeted by the tariffs.

Additionally, Chinese battery components and raw materials face a further 10% tariff increase, adding further costs to U.S. EV production. Since many automakers still rely on Chinese-made batteries or battery components, this could drive up prices across the market.

The following are impacts on EVs directly could realize:

• Higher EV Prices: Tariffs on essential components will make EVs more expensive, discouraging adoption.

• Supply Chain Disruptions: Many EV parts cross North American borders multiple times before final assembly, meaning each step of production will increase costs.

• Slower Battery Investment Recovery: Automakers have spent billions on new battery plants, and higher costs could slow their return on investment.

• Policy Uncertainty: The possible rollback of EV incentives under the current administration adds further uncertainty for automakers planning future EV investments.

Beyond EVs, tariffs on steel, aluminum, and electrical equipment could slow the buildout of charging stations and the electric grid. Many North American electrical transformers—critical for grid upgrades are imported from Mexico, and tariffs could increase costs and delay projects. Also, higher tariffs on steel and refined materials could impact charging station development, making the expansion of EV charging networks more expensive.

The U.S. EV industry is at a critical point, with manufacturers balancing high production costs, supply chain adjustments, and evolving policies. If tariffs remain, automakers may shift production, increase EV prices, or slow expansion plans, potentially affecting EV adoption goals and carbon reduction targets.

Top Affordable EVs in Canada - Take a closer look!

The Car Guide has put together a list of the top 10 most affordable EVs available in Canada. Here’s a highlight of the top 3. However, as you’ll see - price is not the only thing to consider when purchasing an EV, the associated range may play a bigger role in your purchasing decisions.

3. Chevrolet Equinox EV – MSRP of $44,999
Range: 513 km
Cost per km of range: $87.72/km

2. Nissan Leaf – MSRP of $41,748
Range: 240 km
Cost per km of range: $173.95/km

1. Fiat 500e – MSRP of $39,995
Range: 227 km
Cost per km of range: $176.19/km

So although the Fiat500e, may be the most affordable option, it also has the highest cost per km of range even when compared to all 10 of the EVs on the list.

The lowest cost per km of range based on the list is the Chevrolet Equinox EV.

The other EVs on the list:

• 10. VinFast VF8 $130.10/km

• 9. Hyundai Ioniq 5 $142.09/km

• 8. Nissan Ariya $143.67/km

• 7. Volkswagen ID.4 $146.07/km

• 6. Toyota bZ4X $114.57/km

• 5. Hyundai Kona EV $110.71/km

• 4. Kia Niro EV $112.02/km

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

Workhorse W56 and W750 Electric Step Vans Approved for Sale in Canada.

Workhorse Group Inc. has received Transport Canada approval for its W56 and W750 all-electric step vans, making them eligible for importation and nationwide sales. This approval, granted through Canada’s Appendix G Pre-clearance Program, confirms compliance with Canadian Motor Vehicle Safety Standards (CMVSS) for commercial vehicles.

With Canada's commitment to net-zero emissions, demand for zero-emission last-mile delivery solutions is rising. Workhorse’s W56 and W750 electric step vans offer businesses an efficient option for commercial fleet electrification.

Next steps include Workhorse on-road testing of demo trucks with Canadian last-mile delivery fleets is set to begin by Q2 2025, Workhorse will be expanding its dealer network to support its entry into the Canadian market and cross-border fleet operators can now integrate Workhorse EVs into their operations.

Workhorse continues to focus on scaling its presence in North America, offering sustainable, high-performance commercial EVs to support fleet operators in their transition to electric mobility.

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EV Around the World 🌏

Volvo ES90 Revealed: A New Era of Electric Mobility for Volvo.

As mentioned in last weeks’ issue the Volvo ES90 Electric Sedan with 700 km Range and Rapid Charging was set to be revealed on March 5th, here’s the latest:

Volvo has unveiled the ES90, a fully electric vehicle that seamlessly blends the elegance of a sedan, the versatility of a fastback, and the spaciousness of an SUV. Designed with next-generation 800V architecture, the ES90 offers an impressive 700 km WLTP range and supports ultra-fast charging, adding 300 km in just 10 minutes at 350 kW charging stations. With a drag coefficient of 0.25, the ES90 is Volvo’s most aerodynamic vehicle to date, ensuring greater efficiency and extended driving range.

Inside, the ES90 prioritizes space, comfort, and smart technology. Its 3.1-meter wheelbase provides generous legroom, making long journeys more comfortable for all passengers. The foldable rear seats expand cargo capacity from 424 liters to 733 liters, complemented by a 22-liter frunk for additional storage. A panoramic roof with UV protection enhances the driving experience, while an electrochromic glass option allows drivers to adjust transparency for reduced glare. The cabin is further elevated by a Bowers & Wilkins sound system with Dolby Atmos®, featuring headrest-integrated speakers for an immersive audio experience. Volvo’s Google-powered infotainment system, accessible via a 14.5-inch center display, integrates 5G connectivity and offers seamless navigation, entertainment, and driver assistance. A 360-degree camera aids with parking in tight spaces, adding another layer of convenience.

Safety remains at the core of Volvo’s design philosophy, with the ES90 featuring an advanced lidar-based driver assistance system. A combination of radar, cameras, and ultrasonic sensors enhances hazard detection, while a driver monitoring system ensures focus on the road, stepping in when necessary. Volvo’s Safe Space Technology further protects passengers and pedestrians, with door opening alerts to prevent accidents with cyclists and occupant sensing to detect any passengers left inside the vehicle.

Built on SPA2 architecture, the ES90 is powered by a dual NVIDIA computing platform, enabling continuous software improvements through over-the-air updates. This ensures that the vehicle’s performance, safety, and user experience evolve over time. The ES90 is now available for order in select European markets, with additional regions expected to follow through 2026.

Hyundai IONIQ 9: Long-Range Electric SUV with Premium Comfort and Cutting-Edge Technology.

Hyundai has expanded its IONIQ lineup with the introduction of the IONIQ 9, a three-row electric SUV designed for long-range capability, fast charging, and an advanced interior experience. Built on Hyundai’s E-GMP platform, the IONIQ 9 features an 800V architecture, allowing it to recharge from 10% to 80% in just 24 minutes using a 350 kW fast charger. With a WLTP-estimated range of up to 620 km, the IONIQ 9 is built for both daily commutes and long road trips. Its active air flap system enhances aerodynamics, contributing to an efficient driving experience.

Inside, the spacious and flexible cabin is designed to maximize comfort and usability. The lounge-like interior includes Relaxation Seats in the first and second rows with leg rests, allowing passengers to recline and unwind. Swiveling Seats in the second row (available in select markets) allow passengers to face each other for a more interactive experience when parked. A slidable Universal Island console enhances accessibility and storage, while a panoramic sunroof brings in natural light. The flat floor design ensures ample space, accommodating up to 1,323 liters of cargo with the third row folded. A front trunk (frunk) provides additional storage, with 88 liters in RWD models and 52 liters in AWD versions.

The advanced HVAC system is engineered for optimal efficiency, especially in cold weather conditions. A heat pump recycles waste heat to maintain cabin temperature without draining the battery, while climate pre-conditioning allows drivers to warm the cabin before starting their journey. Hyundai’s rear-row HVAC system operates independently, optimizing energy use when fewer passengers are onboard. The EV route planner further enhances efficiency by automatically adjusting routes and charging schedules based on real-time conditions.

The IONIQ 9 is powered by a 110.3 kWh lithium-ion battery, offering multiple drivetrain configurations. The Long-Range RWD model delivers 160 kW, while the AWD version adds a 70 kW front motor for enhanced performance. The Performance AWD variant, equipped with 160 kW motors on both axles, accelerates from 0-100 km/h in just 5.2 seconds. The active noise control system ensures a quiet ride, while acoustic glass and noise-reducing tires provide a luxury-level driving experience. The BOSE 14-speaker audio system with Dolby Atmos further enhances in-cabin entertainment.

Hyundai has equipped the IONIQ 9 with an array of advanced safety and driver assistance features, including Forward Collision-Avoidance Assist (FCA), Blind-Spot Collision-Avoidance Assist (BCA), Lane Keeping Assist (LKA), and Highway Driving Assist (HDA). The intelligent front-lighting system (IFS) improves nighttime visibility, while digital side mirrors enhance aerodynamics. Additional features like Remote Smart Parking Assist (RSPA) allow for effortless parking with autonomous maneuvering.

For added convenience, the IONIQ 9 includes wireless over-the-air (OTA) software updates, a Digital Key for smartphone-based access, and six high-output USB-C ports for fast device charging. The EV-focused AI Assistant provides voice-controlled functionality, while Hyundai’s Features on Demand (FoD) service enables customers to purchase digital upgrades, such as customizable lighting patterns and entertainment options.

The Hyundai IONIQ 9 is currently available in Korea, with U.S. and Canadian sales expected in the first half of 2025, followed by a phased rollout in Europe and additional markets. With its combination of long-range capability, premium comfort, and next-level technology, the IONIQ 9 sets a new benchmark in the electric SUV segment.

Here’s a great in-depth overview of the Ioniq 9 provided by Redline Reviews:

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Aptera Advances Real-World Testing of Its Solar Electric Vehicle.

Aptera has announced that they have successfully completed the first round of real-world validation testing for its solar electric vehicle (sEV) at a premier proving ground in the Mojave Desert. This testing phase brings Aptera closer to full-scale production, ensuring that its ultra-efficient design meets expectations for nearly 50,000 pre-order holders.

Key updates:

Coastdown Testing: Aptera’s sEV took over three minutes to slow from 60 mph to a full stop, even uphill, highlighting its exceptional aerodynamic performance.

Tuft Testing: Engineers applied aerodynamic tufts to key areas, confirming that real-world airflow matches computer simulations, allowing for further optimization.

Highway Efficiency Testing: Extended highway tests validated Aptera’s target energy consumption of ~100 Wh/mile, aligning closely with simulation models.

Aptera’s next test vehicle will feature refinements to fit, finish, and weight optimization. Engineers will conduct full-range testing from 100% to 0% charge and validate real-world solar charging capabilities, further proving its ability to deliver daily solar-powered mobility.

As Aptera moves closer to mass production, these tests reinforce its mission to build the most aerodynamically efficient vehicle and redefine solar-powered transportation.

QuickEV

• Collision claims rise for electric vehicles in Canada.

• The case for and against selling Chinese EVs in Canada.

• Rivian teams up with Ben & Jerry’s on an electric ice cream truck.

• Vehicle to Home (V2H) Charging Technology Arrives for Eligible Kia EV9 Drivers.

• Xiaomi plans to sell electric cars outside China from 2027.

• The all-electric Mercedes-Benz GLC undergoes winter testing in Sweden.

• Velotric Nomad 2 launched as an ultra-comfortable fat tire adventure e-bike.

• Polestar gets a $450M boost as it delays Q4 earnings.

EV Tweet of the Week

The possibilities are endless!