359 Canadians a month search 'byd seal canada' on Google. The car ships in the UK, Australia, and across Europe. The only thing stopping it from sitting in a Canadian driveway is a 100% federal tariff, and that's an editorial choice, not an engineering one.
NIO's stock volatility tracks policy risk across six jurisdictions more closely than it tracks delivery counts. A structured look at the regulatory map embedded in the ADR discount.
Home charging infrastructure access, not range anxiety, is the unspoken precondition baked into every major EV incentive program. The housing data shows where the policy stack breaks.
Tesla now sells the Shanghai-made Model 3 in Canada at C$39,490 under the 6.1% Chinese EV tariff. First stress test of the Carney-Beijing quota framework.