Industry groups driving effort to build a truly national EV supply chain

The union representing Canada’s auto workers sees the push to build up the supply chain for electric vehicles as key to a renaissance for its members, as car and truck assembly gets retooled for a new era.

The transition to electric also brings big risks for the work force, however. One is the monumental task of retraining and redeploying workers who have assembled parts for cars and trucks powered by tried-and-true internal-combustion engines. Tens of billions of dollars are being spent on new plants to manufacture batteries and their components in Ontario and Quebec by General Motors Corp., Northvolt AB and others, all with significant taxpayer subsidies. That all provides a foothold for the industry, said Matthew Fortier, the chief executive officer of Accelerate.

In addition to unions, the group is seeking input from companies, First Nations, think tanks, academics and the public, with the aim of making the industry more national in scope, it said. “If we really want to be decoupling our supply chain from China, and clearly our U.S. friends want that, then we have to figure out how we’re going to source more North American materials throughout the supply chain,” Mr. Fortier said.

China has built up its battery industry over more than two decades, without having to deal with shifts in political winds, Mr. Burns said.

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