

Are you under the impression that this new manufacturer will somehow capture the entire market?
To use Tesla as an example, since they’re the largest and fastest growing “new” auto manufacturer… In 2024, they sold about 50,000 cars in Canada, and manufactured 1.7 million. So we’re barely 3% of their market, and if their Canadian sales drop to zero (as they should), they would barely notice.
As you said, licensing could save a lot of R&D costs, but it would almost certainly come with a stipulation that we couldn’t sell the vehicles outside of Canada. If a new manufacturer were to take up the entire Tesla market in Canada (which would be incredibly ambitious), they’d need to be about a quarter (or less) of the size of the Oakville Ford plant. I don’t think that it can be profitable at that scale, but I’d love for someone to prove me wrong.


I don’t know about other provinces, but here in Ontario, the provincial government created the problem. Tuition has been frozen to 2019 levels and they reduced direct funding to universities and colleges. The “solution” was to massively ramp up international student enrollment, which came with a lot of other issues.