I’d data analysts is good enough to fire people and close departments it’s good enough to stop payments to an enemy.
The most-charitable formulation I can can come up with is something like:
"We know Musk already possesses a personal staff of unscrupulous geeks and likes to illegally stop payments. Therefore it is likely they were engaged in payment fraud here too, where the "enemy" Canadian government is hurt by stolen funds, and "enemy" car-competitors are hurt by the rebate pool being suddenly empty."