Global Scans · Canada · Weekly Summary

WHAT'S NEXT?: The U.S. and Canada's new governments will have their work cut out dealing with potential changes to their trade agreements while simultaneously Canada will be anxious to implement CETA with the EU.

• [New] A well-regulated digital asset ecosystem could position Canada not just as a participant in the global digital economy, but as a rule-shaper at the international table. Ivey Business School
• [New] Canadian automakers secured $5 B + in battery plant investments to strengthen supply chains amid U.S.-China geopolitical risks. Ainvest
• [New] Key opportunities include: - EV Charging Infrastructure: With $18 billion in projected investments for light-duty and $47 billion for medium-heavy-duty charging by 2040, infrastructure firms stand to benefit. / Canada Ainvest
• [New] The Canadian auto sector presents a paradox for investors: high potential in EV infrastructure and domestic production, juxtaposed with near-term risks from tariffs and policy uncertainty. Ainvest
• [New] European NATO allies and Canada are expected to spend $607 billion on defence in 2025, up from $516 billion in 2024 and $419 billion in 2023. Times Now
• [New] Strategic Partnerships: Collaborations between Canadian automakers and Chinese EV manufacturers could unlock cost efficiencies and technological synergies. Ainvest
• [New] Importers appear to be taking greater advantage of tariff-free authorities from certain countries, especially Canada, than expected. The Budget Lab at Yale
• [New] Global powers are already eyeing Canadian land and the resources that come with it - resources that could be used to economically benefit Canada's own northern communities. NAOC
• [New] A more meaningful and sustained defence commitment from Canada - whether it be to NORAD or other Arctic defence operations - could go further in dissuading potential international adversaries from encroaching upon Canada's Arctic region. NAOC
• [New] The Royal Canadian Navy is looking for a fleet of subs with under-ice capabilities as it eyes stepped up presence in the Arctic and the ability to track and deter threats, and if needed engage in combat. Global News
• [New] Canada is forecasted to supply over 15% of global nickel demand for EV batteries by 2025. Farmonaut
• [New] Canada will finance a $500 million aid package to purchase US military equipment for Ukraine through the Prioritized Ukrainian Requirements List initiative. Institute for the Study of War
• [New] Ukraine and Canada signed a joint defence production agreement that will simplify the establishment of Ukrainian defence industrial companies in Canada, facilitate technology exchanges, and help provide Ukrainian forces with modern weapons and military equipment in the long term. Institute for the Study of War

Last updated: 10 September 2025