Automotive
Biden’s Climate Agenda Is Running Headfirst Into A Wall Of His Own Making

From the Daily Caller News Foundation
By WILL KESSLER
President Joe Biden’s administration unveiled tariffs this week aimed at boosting domestic production of green energy technology, but the move could end up hamstringing his larger climate goals.
The tariffs announced on Tuesday quadruple levies for Chinese electric vehicles (EVs) to 100% and raise rates for certain Chinese green energy and EV components like minerals and batteries. Biden has made the transition to green energy and EVs a key part of his climate agenda, but hiking tariffs on those products to help U.S. manufacturing could jack up prices on the already costly products, slowing adoption by struggling Americans, according to experts who spoke to the DCNF.
The risks posed by hiking levies on green technology expose the inherent tension between Biden’s climate agenda and his efforts to protect American industry, which often struggles to compete with cheap foreign labor. Items on his climate agenda typically raise costs, and requiring companies to comply could make them uncompetitive on the world stage.
“These tariffs are a classic example of the Biden administration’s left hand not knowing what the right hand is doing,” E.J. Antoni, a research fellow at the Heritage Foundation’s Grover M. Hermann Center for the Federal Budget, told the DCNF. “The inability to import Chinese-made EVs due to prohibitively high costs will necessitate importing raw materials and parts for EVs from China. Since automakers can’t afford to build and assemble the vehicles here, prices will have to rise. In other words, American consumers will pay the cost of this tariff, not the Chinese.”
The White House, in its fact sheet, pointed to China artificially lowering its prices and dumping goods on the global market as the justification for the new tariffs in an effort to help protect American businesses. China has pumped huge subsidies into its own EV industry and supply lines over the past few years, spawning a European Union investigation into vehicles from the country.
“Tariffs on Chinese EVs won’t just make Chinese EVs more expensive, they will also make American EVs more expensive,” Ryan Young, senior economist at the Competitive Enterprise Institute, told the DCNF. “This is because domestic producers can now raise their prices without fear of being undercut by competitors. Good for them but bad for consumers — and for the Biden administration’s policy goal of increased EV adoption.”
Several American manufacturers are already struggling to sell EVs at a profit, with Ford losing $4.7 billion on its electric line in 2023 while selling over 72,000 of the vehicles. To ease price concerns and increase EV adoption, the Biden administration created an EV tax credit of $7,500 per vehicle, depending on where its parts are made.
The market share of EVs out of all vehicles fell in the first quarter of 2024 from 7.6% to 7.1% as consumers opted to buy cheaper traditional vehicles instead. Growth in EV sales increased by just 2.7% in the quarter, far slower than the 47% growth that the industry saw in all of 2023.
The Biden administration has also sought to use regulations to push automakers toward electrifying their offerings as consumers refuse to voluntarily adopt EVs, finalizing rules in March that effectively require around 67% of all light-duty vehicles sold after 2032 to be electric or hybrids.
“By raising the price — and thereby stunting the deployment — of EVs, the tariffs undermine the Biden administration’s stated goals of reducing carbon emissions (as many U.S. environmentalists and EV fans have recently lamented),” Clark Packard, research fellow in the Herbert A. Stiefel Center for Trade Policy Studies at the Cato Institute, wrote following the announcement. “The EV tariffs (and also-announced solar tariffs) would continue the administration’s habit of choosing politics and protectionism over their environmental agenda.”
Despite the subsidies, the 25% tariff that is currently in place for Chinese EVs already prices the product out of the U.S. market, resulting in no Chinese-branded EVs being sold in the country, according to Barron’s. Only a handful of the more than 100 EV models being sold in China appeal to American consumers, and none of them can compete under current levies.
“Something like this happened just a few years ago when former president Donald Trump enacted 25% steel tariffs in 2018,” Young told the DCNF. “Domestic steel producers raised their prices by almost exactly the amount of the tariff, and America soon had the world’s highest steel prices. As a result, car prices went up by about $200 to $300 on average. Larger trucks with more steel content increased even more. Now Biden is going to do the same thing to EVs.”
I won’t allow American towns and workers to be hurt by China’s unfair trade practices that flood our markets with cheap products.
That’s what these new tariffs are all about. pic.twitter.com/GGApGqtg7O
— President Biden (@POTUS) May 15, 2024
In the year following the increase in steel tariffs under the Trump administration, U.S. Steel’s operating profit rose 38%, prices were hiked 5 to 10% and revenue was up 15% due to reduced competition, according to CNN.
Despite the massive tariff hike on EVs, Biden only raised the tariff rate on Chinese lithium-ion EV batteries and battery parts to 25%, according to the White House. The tariff rate on certain essential minerals, like natural graphite, was also hiked to just 25%.
“Despite rapid and recent progress in U.S. onshoring, China currently controls over 80% of certain segments of the EV battery supply chain, particularly upstream nodes such as critical minerals mining, processing, and refining,” the White House wrote in its fact sheet. “Concentration of critical minerals mining and refining capacity in China leaves our supply chains vulnerable and our national security and clean energy goals at risk.”
China has broad control over the majority of minerals necessary to construct EVs, possessing nearly 90% of the world’s mineral refining capacity. Sources of the required minerals often also have serious human rights concerns, such as the world’s supply of cobalt, which has widespread ties to child labor.
Biden attacked former President Donald Trump during the 2020 election for the broad tariffs that he put on Chinese goods, noting that “any freshman econ student” could point out that the costs of the tariffs would be passed on to American consumers.
EV makers have increasingly struggled over the past year to maintain profits amid stalling demand, with the largest American EV manufacturer, Tesla, reporting a 10% drop in year-over-year revenue in the first quarter of 2024. Tesla is one of several EV makers that have announced layoffs in recent months.
“Fortunately, the EV market is still small in the U.S. and Chinese EVs are an even smaller slice of that small pie,” Antoni told the DCNF. “Even if the EV market in the U.S. were large, these tariffs would not help the domestic EV industry. While consumer demand for EVs would shift to domestic models, an increase in domestic production would rely on very expensive inputs from China, cutting into profits.”
The White House did not respond to a request to comment from the DCNF.
Automotive
$15 Billion, Zero Assurances: Stellantis Abandons Brampton as Trudeau-Era Green Deal Collapses

Carney issues memos, Joly writes letters, and Freeland hides abroad—while 3,000 Canadian workers pay the price for a green gamble built on denial and delusion.
Stellantis has announced they’re leaving Brampton. That’s it. End of story.
Three thousand workers. Gone. A manufacturing base gutted. A city thrown into economic chaos. And a federal government left holding a $15 billion bag it handed over like a drunk tourist at a rigged poker table.
The Jeep Compass—the very vehicle they promised would anchor Ontario’s role in the so-called “EV transition”—will no longer be built in Canada. Production is moving to Belvidere, Illinois. The same company that cashed billions of your tax dollars under the banner of “green jobs” and “economic transformation” has slammed the door and walked out. And no, this isn’t a surprise. This was baked into the cake from day one.
Let’s rewind.
In April 2023, under Justin Trudeau’s government, Chrystia Freeland—then Finance Minister—and François-Philippe Champagne, the Industry Minister, announced what they called a “historic” agreement: a multi-billion-dollar subsidy package to Stellantis and LG Energy Solution to build an EV battery plant in Windsor, Ontario.
It was sold as a turning point. The future. A Green Revolution. Thousands of jobs. A new industrial strategy for Canada. But in reality? It was a Hail Mary pass by a government that had already crippled Canada’s energy sector and needed a shiny new narrative heading into an election cycle.
And here’s what they didn’t tell you: the deal had no enforceable commitment to keep auto production in Brampton. There were performance-based incentives—yes—but only for the battery plant. Not for the Brampton assembly line. Not for the existing workforce. And certainly not for ensuring the long-term health of Canada’s domestic auto industry.
They tied this country’s future to a globalist fantasy. A fantasy that assumed the United States would remain under the control of climate-obsessed technocrats like Joe Biden. A fantasy that required a compliant America pushing carbon neutrality, electric vehicle mandates, and billions in matching subsidies for green infrastructure.
But in November 2024, Americans said no.
Donald Trump was elected president. And just as he promised, he tore Biden’s green agenda to shreds. He pulled out of the Paris Climate Accord—again. He dismantled the EV mandates. He unleashed American oil and gas. But he didn’t stop there. Trump imposed a sweeping America First manufacturing policy, pairing 25% tariffs on imported goods with aggressive incentives to bring factories, jobs, and supply chains back onto U.S. soil.
And it’s working—because the United States doesn’t strangle its industries with the kind of red tape, carbon taxes, and bureaucratic self-sabotage that Canada does. Energy is cheaper, regulations are lighter, and capital actually wants to stay. So when companies like Stellantis look at the map, it’s no contest.
Now Stellantis, like any rational corporation, is doing what any business does under pressure: protecting its bottom line. They’re shifting production to a country that rewards investment instead of punishing it, a country that actually wants to build things again. That’s Trump’s America—competitive, unapologetic, and open for business—while Canada clings to a collapsing green fantasy and wonders why the factories keep leaving.

So what does Canada do in response? Our Prime Minister, Mark Carney, issues a carefully scripted memo on social media—not action, not legislation, not binding commitments—just a memo—reassuring workers he “stands by” the auto sector while offering vague promises about future budgets and long-term resilience. Lets be clear Carney isn’t saving jobs; he’s eulogizing them. Those 3,000 positions aren’t “paused” or “in transition.” They’re gone. Finished. Packed up and heading south. No memo, no committee, no press conference is bringing them back.
Chrystia Freeland, the architect of this mess, isn’t around to answer for any of it. She’s been conveniently shipped off to Kyiv, far from the consequences of the green boondoggles she helped engineer

And Industry Minister Mélanie Joly? She’s doing what this government does best: issuing strongly worded letters, drafted by lawyers, polished by comms teams, and lobbed into the void like they carry any real weight. She’s threatening legal action against Stellantis—vague, undefined, and almost certainly toothless. As if a global automaker backed by EU investors and billions in international capital is going to flinch because Ottawa wrote them a nasty note.
But let’s be absolutely clear here—what legal action? What’s the actual mechanism Ottawa is threatening to use? This wasn’t a blank cheque handed to Stellantis. According to public records, The $15 billion deal was built around performance-based incentives, structured to release funding only if Stellantis delivered on agreed milestones: production output, sales volume, battery module manufacturing at the Windsor facility. If they didn’t meet those metrics, they wouldn’t get paid. That’s the public line. That’s the defense.
Opposition Calls for Accountability
Conservatives, led by Raquel Dancho, are demanding real accountability, a formal investigation, a full reopening of the House of Commons Standing Committee on Industry and Technology (INDU) under Standing Order 106(4).
This isn’t a symbolic gesture. It’s a procedural weapon. When invoked, 106(4) forces Parliament to reconvene the committee, even if the government doesn’t want to, and compels ministers and officials to testify under oath. That’s what Dancho and her colleagues, Ted Falk, Michael Guglielmin, and Kathy Borrelli, have done. Their letter, dated October 15, 2025, demands that INDU immediately examine the Stellantis debacle — the $15 billion taxpayer-funded subsidy that failed to secure a single guarantee for Canadian auto jobs.
The letter is explicit. It references Stellantis’ decision to move Jeep Compass production from Brampton, Ontario to Illinois, a move that puts 3,000 Canadian jobs at risk despite the billions handed to the automaker under the Trudeau-Freeland-Carney green industrial strategy. It details how the federal and Ontario governments offered over $15 billion to secure battery plant investments, but with no enforceable job protection clauses to safeguard workers at Stellantis’s Canadian operations.
It doesn’t stop there. The letter points directly at Mark Carney, accusing him of breaking his promise to “put elbows up” and negotiate a fair deal with President Trump. It notes that Carney’s October 7th White House visit yielded nothing but new U.S. tariffs on Canadian autos and lumber, while Stellantis and GM expanded their operations south of the border. “Mark Carney broke his promise,” the MPs write, “and his weakness abroad is costing Canadian jobs at home.”

Dancho’s accompanying tweet lays out the message clearly and without spin:
“Stellantis received up to $15 billion in taxpayer subsidies—with no assurances of job retention in Canada. Yesterday, Stellantis announced that they were moving production to the U.S. and investing $13 billion in their economy. Conservatives are calling to reconvene the Industry Committee to study this decision and learn how such a failure happened. While the Liberals pat themselves on the back for announcements and rhetoric, auto workers are being told that their jobs are on the chopping block. They deserve clarity.”
Dancho’s move changes the game. With the NDP gutted and no longer shielding the government in committee, the opposition finally has the numbers and the mandate to dig. Ministers like Mélanie Joly and François-Philippe Champagne will now have to answer, under oath, for the deals they signed. Officials from Innovation, Finance, and Employment Canada will be subpoenaed to explain what oversight, if any, was built into the Stellantis agreements.
Final thoughts
I wrote about this when the deal was signed, and I wasn’t guessing. I said it plainly: this $15 billion green industrial experiment was a reckless, ideological bet that depended entirely on Donald Trump not winning the presidency.
Now here we are. Trump’s back in office — and he’s gone even further than I predicted. He didn’t just rip up Biden’s climate agenda; he imposed broad “America First” tariffs across the board to drag manufacturing back onto U.S. soil. Twenty-five percent duties on Canadian and Mexican goods, combined with tax breaks and energy policies that make it cheaper to produce in America than anywhere else. That single move detonated the fragile logic behind Trudeau and Freeland’s so-called industrial strategy.
So Stellantis did what any corporation would do when faced with a government that punishes production and a neighbour that rewards it: it packed up and left. The company took billions in Canadian subsidies, thanked Ottawa for the free money, then announced a $13 billion expansion in the United States—under Trump’s protectionist umbrella.
Let’s be clear: when I bet, I bet smart. I hedge. I read the table. I make damn sure I’m holding something real. These people—the Liberal government—went all in with a high card and a hollow narrative, betting your tax dollars on a political fantasy. They thought they could bluff their way into an industrial renaissance while ignoring the shift happening just across the border.
And you want final thoughts? Here they are: I am absolutely sickened by the people responsible for this disaster and you know exactly who I mean. Chrystia Freeland, who vanished from Cabinet and failed up into some made up ambassador’s post, her entire political career a string of bailouts, virtue signals, and globalist pageantry. And François-Philippe Champagne, the man who handed out our tax dollars like Monopoly money and couldn’t negotiate a cup of coffee without being outplayed.
They won an election based on this. Based on lies. Based on phony climate promises and fake job projections and polls manipulated by the same Mainstream Media that cashes federal subsidy cheques while calling themselves journalists. Do you think they’re going to hold Champagne accountable? Do you think they’re going to track Freeland down between photo ops in Kyiv and ask how 3,000 Canadian families are supposed to pay their mortgage now?
Of course not. They’re all on the same payroll.
Well guess what, I’m not. I don’t take their money. I don’t need their approval. And I am not shutting up. Not now. Not until that committee gets answers. Not until those ministers are dragged before Parliament. And not until Chrystia Freeland and François-Philippe Champagne are fired for the betrayal they’ve inflicted on Canadian workers.
This isn’t over. Not by a long shot. I’m going to bang this drum until it splits. And every time they try to bury this story, I’ll be there digging it back up. You’ve been lied to. Robbed. Betrayed. And someone is finally going to answer for it.
So stay tuned. Stay loud. And for God’s sake, stay angry.
Automotive
Governments continue to support irrational ‘electric vehicle’ policies

From the Fraser Institute
Another day, another electric vehicle (EV) fantasy failure. The Quebec government is “pulling the plug” on its relationship with the Northvolt EV battery company (which is now bankrupt), and will try to recoup some of its $270 million loss on the project. Quebec’s “investment” was in support of a planned $7 billion “megaproject” battery manufacturing facility on Montreal’s South Shore. (As an aside, what normal people would call gambling with taxpayer money, governments call “investments.” But that’s another story.)
Anyway, for those who have not followed this latest EV-burn out, back in September 2023, the Legault government announced plans to “invest” $510 million in the project, which was to be located in Saint-Basile-le-Grand and McMasterville. The government subsequently granted Northvolt a $240 million loan guarantee to buy the land for the plant, then injected another $270 million directly into Northvolt. According to the Financial Post, “Quebec has lost $270 million on its equity investment… but still had a senior secured loan tied to the land acquired to build the plant, which totals nearly $260 million with interest and fees.” In other words, Quebec taxpayers lost big.
But Northvolt is just the latest in a litany of failure by Canadian governments and their dreams of an EV future free of dreaded fossil fuels. I know, politicians say that it’s a battle against climate change, but that’s silly. Canada is such a small emitter of greenhouse gases that nothing it could do, including shutting down the entire national economy, would significantly alter the trajectory of the climate. Anything Canada might achieve would be cancelled out by economic growth in China in a matter of weeks.
So back to the litany of failed or failing EV-dream projects. To date (from about 2020) it goes like this: Ford (2024), Umicore battery (2024), Honda (2025),General Motors CAMI (2025), Lion Electric (2025), Northvolt (2025). And this does not count projects still limping along after major setbacks such as Stellantis and Volkswagen.
One has to wonder how many tombstones of dead EV fantasy projects will be needed before Canada’s climate-obsessed governments get a clue: people are not playing. Car buyers are not snapping up these vehicles as government predicted; the technologies and manufacturing ability are not showing up as government predicted; declining cost curves are not showing up as government predicted; taxpayer-subsidized projects keep dying; the U.S. market for Canada’s EV tech that government predicted has been Trumped out of existence (e.g. the Trump administration has scrapped EV mandates and federal subsidies for EV purchases); and government is taking the money for all these failed predictions from Canadian workers who can’t afford EVs. It really is a policy travesty.
And yet, like a bad dream, Canada’s governments (including the Carney government) are still backing an irrational policy to force EVs into the marketplace. For example, Ottawa stills mandates that all new light-duty vehicle sales be EVs by 2035. This despite Canadian automakers earnest pleas for the government to scrap the mandate.
Canada’s EV policy is quickly coming to resemble something out of dysfunctional-heroic fiction. We are the Don Quixotes, tilting futilely at EV windmills, and Captain Ahabs, trying to slay the dreaded white whale of fossil-fuelled transportation with our EV harpoons. Really, isn’t it time governments took a look at reality and cut their losses? Canada’s taxpayers would surely appreciate the break.
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