Canada:
Electrification Manufacturers
Canada is a core pillar of North America’s electrification ecosystem, supplying critical minerals, cathode/anode materials, and a growing base of cell, pack, and module manufacturing.
With abundant clean power, strong industrial policy, and proximity to U.S. markets under USMCA, Canada anchors upstream battery value chains and supports EV assembly across the region.
Canada’s Role in North American Electrification
Canada complements the United States and Mexico with upstream and midstream strengths, while building select final assembly capacity. Federal programs such as the Clean Technology ITC, Clean Manufacturing ITC, and the Strategic Innovation Fund (SIF), alongside provincial incentives in Quebec and Ontario, are catalyzing large-scale battery and materials projects.
- Abundant low-carbon electricity and established heavy-industry workforce.
- Critical minerals and midstream refining for nickel, cobalt, graphite, and lithium derivatives.
- Rapid build-out of CAM/precursor plants and integrated cell manufacturing.
- Tight integration with U.S. EV programs via USMCA and IRA-adjacent sourcing pathways.
Major Manufacturers and Suppliers (A–Z)
Canadian-headquartered entities and foreign groups with significant Canadian electrification facilities (materials, cells, packs, components, vehicles). Entries emphasize operations that feed the North American EV and energy storage supply chain.
| Manufacturer / Group | Facility / Province | Sector | Status | Summary |
|---|---|---|---|---|
| BASF | Bécancour, QC | CAM / precursor | Under construction | Cathode active materials hub supporting North American cell producers. |
| Ballard Power Systems | Burnaby, BC | fuel cells, power modules | Operational | PEM fuel cell stacks and systems for buses, trucks, rail, and stationary. |
| BRP (Bombardier Recreational Products) | Valcourt, QC (HQ) / QC & MX operations | powersports electrification | Phased rollout | Electrifying Ski-Doo, Sea-Doo, and Can-Am lineups with battery integration. |
| Dana Canada | ON (multi-site) | e-axles, thermal systems | Operational | Electric drive systems and thermal management for EV platforms. |
| Electra Battery Materials | Cobalt / Temiskaming Shores, ON | cobalt refining, recycling | Commissioning / ramp | North America’s first dedicated cobalt sulfate refinery with recycling pilot. |
| GM–POSCO Future M (Ultium CAM) | Bécancour, QC | CAM / precursor | Under construction | Cathode materials for Ultium-platform EV cells across North America. |
| Hydro-Québec (TES & R&D) | Montréal, QC | battery R&D, grid storage | Operational | Battery materials research and utility-scale storage projects. |
| Linamar | Guelph, ON | e-axles, driveline, structures | Operational | Tier-1 systems for electrified powertrains and lightweight subassemblies. |
| Lion Electric Company | Saint-Jérôme / Mirabel, QC | electric buses, packs | Operational | School and municipal e-buses; in-house pack manufacturing and integration. |
| Magna International | ON / QC (multi-site) | contract mfg, ADAS, eDrive | Operational | Global Tier-1 with Canadian base; electrified propulsion, ADAS, and body systems. |
| Molicel (E-One Moli Energy) | Greater Vancouver, BC | li-ion cells | Operational / expansion | High-performance cylindrical cells with mobility and storage applications. |
| Nemaska Lithium | Shawinigan, QC (conversion) | lithium hydroxide | Under construction | Lithium chemicals supporting CAM plants in the Quebec–Ontario corridor. |
| Northvolt | McMasterville & Saint-Basile-le-Grand, QC | cells, cathode materials | Under construction | Large-scale cell manufacturing with integrated cathode production in Quebec. |
| Stellantis–LG Energy Solution (NextStar Energy) | Windsor, ON | cell manufacturing | Under construction | Gigafactory supplying multiple Stellantis EV nameplates in North America. |
| Umicore | Loyalist Township, ON | CAM / precursor | Under construction | Integrated cathode and precursor plant to supply North American cell makers. |
| Vale | ON / NL (multi-site) | nickel, cobalt supply | Operational | Nickel and cobalt feedstock for EV batteries with low-carbon power inputs. |
Investment and Policy Context
Canada’s industrial policy targets upstream and midstream battery value chains while fostering local cell production. Programs prioritize clean power use, advanced manufacturing, and regional supply chain integration with the U.S. and Mexico.
- USMCA: North America–wide rules of origin enabling integrated EV and battery supply chains.
- Clean Technology Investment Tax Credit (ITC): Federal incentives for clean tech manufacturing and equipment.
- Clean Manufacturing ITC: Support for net-zero aligned industrial projects, including battery materials and components.
- Strategic Innovation Fund (SIF): Large-project financing for advanced manufacturing and battery value chain investments.
- Canada Growth Fund: Catalyzes private capital into large decarbonization and electrification projects.
- Critical Minerals Strategy: Federal and provincial initiatives for responsible mining/refining of battery minerals.
- Provincial Incentives (QC/ON): Quebec and Ontario programs for CAM, cell plants, and EV supplier localization.