EV Tariffs and the WTO’s Stress Test: Diverging US, EU, and Canada Approaches to China
In 2024, the US, EU, and Canada imposed new tariffs on Chinese EVs, but differed sharply in how closely they tied measures to WTO subsidy rules. With the WTO Appellate Body still non-functional, the EU’s WTO-anchored approach and Canada’s more unilateral framing highlight a growing split that could drive retaliation, trade diversion, and new disputes in third markets.