It’s no secret that geopolitical tensions between the U.S. and China are not great. Arguably, they’ve only gotten worse within the past few weeks, as a possible TikTok ban comes into focus and U.S. pressure on Mexico is attempting to make it harder for Chinese EVs to make it to the US without a big tariff. Still, it’s unconscionable to have a conversation about EVs, without mentioning China. A brutal price war (albeit in response to a slowing Chinese economy) has put EVs within reach of more people than ever in that country. There are a lot of things at play here that have made the Chinese EV market the most interesting it’s ever been.
