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Ford Warns Stellantis: Block Chinese EVs or Windsor Plant Closes

Source: bloomberg.com

TL;DR

Ontario Premier Doug Ford warns Stellantis against factory closure amid tough talks on Chinese electric vehicle imports.
Canada probes Chinese EVs for dumping, with proposed tariffs up to 100% to protect local auto jobs.
Ford urges Ottawa to block Chinese vehicles using Windsor plant as backdoor entry, risking 5,000 jobs.
Failure could shutter the plant, devastating Ontario's auto sector and escalating trade tensions.

The story at a glance

Ontario Premier Doug Ford raised the alarm on Stellantis negotiations, fearing the automaker might close its Windsor plant unless Canada eases curbs on cheap Chinese EVs. This comes as Ottawa's anti-dumping probe nears a decision, spotlighting the clash between protecting jobs and global trade pressures.

Key moments & milestones

2024: Canada launches probe into Chinese EV subsidies and dumping after complaints from Stellantis and auto workers.
Early 2025: Ottawa proposes provisional duties up to 100% on Chinese EVs; Stellantis begins Windsor contract talks.
March 2026: Ford publicly intervenes, warning of plant closure without policy shift on Chinese imports.
April 1, 2026: Ford meets Stellantis executives; anti-dumping decision expected soon.

Signature highlights

Windsor plant employs 5,000 workers and produces key models like the Pacific minivan; closure would be a major blow to Ontario.
Chinese EVs dominate with prices 30-50% lower than rivals due to subsidies, prompting global tariffs from US, EU.
Ford's plea: Use Section 55 of customs act to block Chinese vehicles entering via Windsor, preserving North American supply chains.

Key quotes

"If they close that plant, it's game over for Windsor." - Doug Ford, Ontario Premier

"We're not building cars to compete with $10,000 Chinese EVs." - Unnamed Stellantis executive

Why it matters

This standoff pits auto jobs against affordable EVs, with Ontario's economy hanging in the balance amid rising global protectionism. A tough stance on Chinese imports could safeguard Canadian manufacturing but hike prices and slow EV adoption. Watch Ottawa's final tariff call and Stellantis' next move - a deal here could set precedent for North American auto survival.