
22nd June 2025
In a stunning move, Ontario has redirected its critical nickel and cobalt exports from the U.S. to Europe — cutting Detroit out of the equation and rewriting the global EV supply map.
Triggered by rising tariffs, U.S. protectionism, and policy instability, Canada signed a $20 billion Green Transition Agreement with Brussels, shattering the long-standing North American battery alliance. With Bill 142, Ontario froze vital exports to the U.S., prompting European giants like Volkswagen and Renault to secure exclusive access.
In this video, we uncover:
The collapse of the Detroit-Windsor battery axis
How Ottawa leveraged resource policy to reshape geopolitics
The ripple effects in Michigan, Tennessee, and global nickel markets
The quiet emergence of a Canada–EU battery alliance
How the U.S. response is faltering in the face of swift European coordination
This is more than a trade dispute — it's the front line of a new economic order.