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Ontario pins hopes on storage batteries to sustain struggling EV supply chain

The auto industry in Ontario is further threatened, the premier believes, by a new deal between Canada and China that will see 100 per cent tariffs on Chinese EVs all but removed in exchange for China dropping tariffs on canola.

Published Jan 20, 2026 at 9:05pm

The Canadian Press
By
The Canadian Press
Ontario pins hopes on storage batteries to sustain struggling EV supply chain

Then-prime minister Justin Trudeau and Ontario Premier Doug Ford during a news conference to announce the construction of an electric vehicle battery production plant by Volkswagen Group’s battery company PowerCo SE in St. Thomas, Ont., Apr. 21, 2023. (Tara Walton/The Canadian Press)

Ontario's vision for an end-to-end electric vehicle supply chain, once an aggressive focus for Premier Doug Ford, has been sputtering as manufacturers delay or cancel plans, and the government is now looking to demands for batteries of a different sort to sustain it.

Ford and the federal government negotiated to bring three electric vehicle battery plants to Ontario — investments worth billions of dollars — and had hoped to not only see those batteries go into EVs made in the province but also to have them made with parts produced in Ontario and with minerals mined and refined in the province.

A few years after laying out the idea, though, its initial promise has waned.

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