7 Comments

The best western EVs of tomorrow will come from the parts of the west most open to Chinese EV exports today — that is fundamentally how knowledge transfer works.

Expand full comment

Depressing story.

Democracy's broken. Capitalism's broken. Americans don't have a clue what's going on in the rest of the world.

As a result, millions more will die from climate change.

Expand full comment

EV production, like any other industrial policy should be pursued with subsidies that do not distinguish between domestic and foreign sales.

Expand full comment

You are wrong on Trump's 200% tariff. The reason is if China invests in manufacturing in Mexico, their cars could be imported into the US for zero tariffs under USMCA so long as 75% of parts are from North America. Trump, of course, signed USMCA (the successor to NAFTA). Basically, Trump is threatening to not abide by USMCA which would cause Mexico, our largest trading partner, to retaliate. It would be a disaster.

Expand full comment

They have chance if they are turned into production subsidies so that domestic sales are not more profitable than export sales.

Expand full comment

Look man- BYD and CHinese EVs are ROLLING CHINESE SPY BALLOONS.

And the only way they are going to sell in the US is if they come with Tesla Smarts (cameras, computer, screens) and they have ZERO visibility into all the good stuff.

Stop crying about everything else- bc we're going to end up requiring all Chinese with CCP family in the West to DEFECT TO STAY. Denounce Xi and CCP or go back to China.

If you keep advocating letting CCP sensors into the US - you will end up on the wrong side of the next McCarthy trials.

Repeat after me: China doesn't get to sell anything network connected in the US.

Expand full comment
May 20·edited May 20

I don't know the future but I know I don't want an EV from anyone unless it goes 500 miles on a single charge or there are fast charging stations along the route and neither seems likely to happen anytime soon in the Midwest. Gallapagos cars it is as far as I'm concerned. Now a self-driving car; that is something I'm prepared to make significant sacrifices to buy. Don't want high speed rail either; it just costs too much in areas with low population density.

Expand full comment