Carney, gave a very important hint at the new China relationship & what he negotiated.
Everyone missed it.
It’s significantly bigger than the 49,000 Chinese-made EVs that will be allowed into the country.
He is going to allow China to invest in factories in Ontario.
And it’s going to be done through a partnership.
I believe that partnership will be through Hyundai.
It makes the most strategic sense: Hyundai will then license technology from BYD instead of BYD taking the risk of opening a factory in Canada that could be shut down with a change in government.
This will then provide the same opportunity for China to access the full North American market and bypass the US tariffs.
That’s the strategy behind it.
And the US will see right through it: They will not allow any of those vehicles in their country.
BREAKING: Carney, gave a very important hint at the new China relationship & what he negotiated.
— Mario Zelaya (@mario4thenorth)January 17, 2026
Everyone missed it.
It’s significantly bigger than the 49,000 Chinese-made EVs that will be allowed into the country.
He is going to allow China to invest in factories in… pic.twitter.com/B7DwPr1Yor