Amazon Battery Stakes and Chinese EVs Test Canadian Industry
July 27, 2026
Amazon's multi-million dollar equity stake in Ontario-based Electrovaya and the influx of Chinese electric vehicles are colliding with Mark Carney's national industrial strategy, forcing a reckoning over who controls the material infrastructure of the energy transition. As Big Tech and foreign automakers vie for dominance over North American supply chains, Canadian battery makers and transport networks are being drawn directly into the geopolitical crossfire between US protectionism and grid modernization.
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I Set Out to Test-Drive a Chinese EV. Here’s What It Taught Me about Carney’s New Deal
49,000 imported cars may remake our entire auto industry I Set Out to Test-Drive a Chinese EV. Here’s What It Taught Me about Carney’s New Deal first appeared on The Walrus.
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Electrovaya soars on Amazon deal. Could Big Tech energize Canada’s battery sector?
Amazon’s US$280-million purchase of a 20 per cent stake in Electrovaya energized the Canadian battery maker’s stock price. What's next for Canadian firms as Big Tech searches for power?
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AI, China, ‘dark factories’ and the future of the US auto industry
Economist Mary Lovely dismisses the claims that getting automakers to produce more cars in America proves tariffs work.
- geopolitics
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The Solution to the Power Grid's Woes Might Just Be Sitting in Your Driveway
More electric vehicles are becoming capable of providing backup power at a time when the US is increasingly in need of more electrons.
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The resilience case for Canadian transport electrification
Governments should not simply promote EV adoption; they should also strengthen public understanding of the broader resilience benefits associated with electrification.
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Electrovaya stock soars after lithium-ion battery maker announces Amazon deal - The Globe and Mail
U.S. tech giant could own more than 20% of the Canadian company after striking warrants and commercial deal
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Amazon inks battery partnership with Electrovaya
Amazon will buy more batteries and receive a warrant package.
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Electrovaya Announces Commercial Relationship with Amazon - Electrovaya
Relationship expected to support continued deployment of Infinity Battery Technology across material handling operations and potential for expanded engagement around Electrovaya’s battery platforms for robotics and energy storage Electrovaya Inc. (“Electrovaya” or the “Company”) (Nasdaq: ...