Missed this headline by a few months, but caught the story on Catalyst w/Shayle Kann podcast on 2025 trends (well worth a listen).
China has become an incredibly dominant exporter of light duty cars and trucks. This is absolutely insane industrial capacity and the electric and hybrid vehicle market share sure makes it seem like they've locked in a lot of carbon savings for the broader world.
With US policy getting knee-capped by the Trump Administration on EV's and related manufacturing, I don't see how US manufacturers will ever compete.
China's long-range PHEV products is not even a category I've seen on the US side. Essentially a 200 km range battery coupled with a small ICE engine to extend total range to 800-1000 km's (only sold in non-US markets).
Source: panthael
2 Comments
The US can’t compete with that. I don’t know if they even want to, but all manufacturers (except Tesla) are 10 years behind. They can’t catch up and that’s why they like Trump for letting them sell their crappy ICEs.
US has not tried to compete in car exports for decades. The political struggle has been just about the domestic market.