Honda has selected Port Colborne, Ont., as the future site of a lithium ion separator plant, the first of its kind in Canada and a key part of the country's multibillion-dollar electric vehicle supply chain. The news coincides with the U.S. slapping heavy tariffs on Chinese electric cars, batteries, and minerals used to make those batteries. Mike Drolet explains what's behind the White House's decision, what it likely mean for Canada, and the broader ripple effects of a trade war.