alt Hacker NewsThe announced limit doesn't seem like enough volume for BYD to roll out a dealership network, but maybe they do it in anticipation of higher limits in the future.
Volvo could be an immediate beneficiary. The Canadian EX30 was going to be cheaper because they could make them in China, but after the 100% US/Canada tariff was announced they had to switch to ones produced in Belgium iirc.
edit: Something I just read that I haven't seen reported elsewhere is that the imported EVs have to cost $33,000 or less. The EX30 currently starts at about $54,000, so... maybe not.
Ironically one of the biggest beneficiary will likely be Tesla. Before the 100% tarriffs were instated Tesla-Canada imported most of their vehicles from China's Shanghai gigafactory. After the Chinese EV tarriffs they began importing from Germany and some from the US.
They already have the footprint and sales depth to take advantage of the low tarriffs rate quickly.