Like a third of the charter of rights and freedoms is about language laws and french/english. Even as a west coaster, I highly doubt there's a scenario where Canada doesn't side with Quebec on this front.
So option 2 it is -- but that's their endgame anyway, they're just hunting for an excuse to do it anyhow. Thats been clear ever since he dredged up Fentanyl as a boogeyman. Just hurry up and diversify trade more -- I'm fairly sure we can find other markets for most goods. Any business that's just sitting there hoping this will blow over, and/or that the government will bail them out, and isn't taking direct actions to mitigate this issue that's been months and months in the making.... deserves to fail.
Saying we should have a Canadian made EV isn't saying we should priortize cars. It's a relatively marginal item, with low relative cost, that the guy is saying we shouldn't do. Saying we shouldn't do a low cost marginal thing, and should instead focus on spending huge amounts to re-orient city infrastructure so that bikes become the primary mode of transit, is a far bigger / more complex / more costly shift -- and one that he argues should be made at the cost of relatively small changes in the existing industry. If you aren't bothering to weed your garden (a low cost task to maintain your theoretical personal green space), because someone convinced you to build a trebuchet in your backyard because its a far more interesting thing to do than weed your garden, you've abandoned your garden. If in order to build that trebuchet, it needs to have large building materials strewn all over your yard, crushing your existing bushes, you've definitely given up on having that garden.
And if you get frustrated and abandon that trebuchet project part way, your garden is just toast. Prolly would've been better off just weeding it.