Decoding China’s tech world.

Brief

Tesla halts Canadian orders for Shanghai-built Model 3 as China EV quota runs dry

Tesla has a banner across the top of its order page for Tesla 3s declaring: "Model 3 Premium orders paused after high demand exhausted Tesla’s import quota. Ordering resumes if Govt of Canada issues more quota, expected March 2027."

Tesla has a banner across the top of its order page for Tesla 3s declaring: “Model 3 Premium orders paused after high demand exhausted Tesla’s import quota. Ordering resumes if Govt of Canada issues more quota, expected March 2027.”

Tesla has stopped taking Canadian orders for its Shanghai-built Model 3, saying high demand exhausted its share of Canada’s low-tariff quota for Chinese-made electric vehicles. The US carmaker is believed to be the biggest user of a quota that Ottawa opened in March as part of its trade deal with Beijing.

Imports under the quota fell to 603 vehicles in September from 5,982 in July, according to Global Affairs Canada data updated on November 6 and reported by Electric Autonomy Canada. Only seven were electric cars valued at $35,000 or less. Another 443 were non-plug-in hybrid SUVs and passenger vans valued above $35,000.

1

Chinese-made car imports fell to 603 in September

Vehicles entering Canada each month under the 49,000-vehicle low-tariff quota, which opened March 1.

0
Mar
0
Apr
3,510
May
621
Jun
5,982
Jul
5,490
Aug
603
Sep
Tesla is believed to be the biggest user of the quota. It stopped taking orders for its Shanghai-built Model 3 on Oct. 12, saying its quota was used up, and expects to resume in March 2027. BYD, Geely and Dongfeng are not yet on sale in Canada.
2

The electric cars stopped coming

Share of Chinese-made imports by type. Electric cars, including Tesla’s Model 3, were almost all of the first period. By September they were about a quarter.

March to August (15,603 vehicles)
98%
were electric cars
Electric cars: 15,300
Hybrid SUVs, vans: 259
Electric SUVs, vans: 44
September (603 vehicles)
27%
were electric cars
Electric cars: 160
Hybrid SUVs, vans: 443

Only seven of September’s electric cars were valued at $35,000 or less. Values are customs value for duty, not sticker price. Hybrids are non-plug-in hybrids valued above $35,000. Global Affairs Canada does not publish imports by company.

Sources: Global Affairs Canada · Electric Autonomy Canada · Infographic: China Factor · November 2026

Canada lets up to 49,000 Chinese-made EVs a year in at a 6.1% tariff, in two six-month periods. Importers used 15,603 of the first period’s 24,500 spots, and 32,794 remained available in the second as of the latest report. Global Affairs Canada does not publish imports by company.

AI generated illustration of Chinese-made EVs arriving at the Port of Vancouver. Image: Gemini

Related story

China’s EV rush into Canada is arriving more slowly than promised

Tesla stopped taking Model 3 orders on October 12 and expects to resume when new quota is issued in March 2027. The only Model 3 still on order in Canada is the US-built Performance version. Chinese brands BYD, Geely and Dongfeng have said they plan to enter the Canadian market at the end of 2026 or early in 2027.

As of November 12, 2026, Tesla has a banner across the top of its order page for Tesla 3s declaring: “Model 3 Premium orders paused after high demand exhausted Tesla’s import quota. Ordering resumes if Govt of Canada issues more quota, expected March 2027.”

Source: Electric Autonomy Canada