It’s been a huge few weeks for the electric vehicle industry — at least in North America.

After a major trade deal, Canada is set to import tens of thousands of new electric vehicles from China every year, and it could soon invite a Chinese automaker to build a domestic factory. General Motors has also already killed the Chevrolet Bolt, one of the most anticipated EV releases of 2026.

How big a deal is the China-Canada EV trade deal, really? Will we see BYD and Xiaomi cars in Toronto and Vancouver (and Detroit and Seattle) any time soon — or is the trade deal better for Western brands like Volkswagen or Tesla which have Chinese factories but a Canadian presence? On this week’s Shift Key, Rob talks to Greig Mordue, a former Toyota executive who is now an engineering professor at McMaster University in Hamilton, Ontario, about how the deal could shake out. Then he chats with Heatmap contributor Andrew Moseman about why the Bolt died — and the most exciting EVs we could see in 2026 anyway.

Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.

Mentioned:

Canada’s new "strategic partnership” with China

The Chevy Bolt Is Already Dead. Again.

The EVs Everyone Will Be Talking About in 2026

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Music for Shift Key is by Adam Kromelow.

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What the China-Canada EV Trade Deal Really Means

Shift Key with Robinson Meyer

What the China-Canada EV Trade Deal Really Means