And written by an American:
If the U.S. and Europe get what they want—a crackdown on Chinese imports—it doesn’t feel like it would result in better cars. It feels like it would keep buyers of those markets locked to cars that aren’t executed as well. It’s nakedly protectionist because deep down, all of the Western auto executives and some hawkish China pundits understand that Chinese EV and PHEV models are more compelling than what European, other Asian, and American brands have come up with.
I’ve seen it with my own two eyes. We’re cooked.
..and Western car makers (in EV 'retreat' (aka delaying)) are in denial, not wanting to meet the challenge and seeking to hide under protection instead- means EV growth over the next 2-3 years at least would largely be driven by Chinese EV makers using Chinese sourced lithium mines.
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