Chinese EVs leave other carmakers with only bad options

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Chinese EVs leave other carmakers with only bad options
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If you believe the auto transition must happen at some point, delaying simply puts you further behind

The expressway from Shenzhen to Dongguan and Guangzhou, through one of China’s industrial heartlands, boasts almost every vehicle the global market has to offer. Toyota sedans weave aggressively between industrial tankers; sleek Maybachs and Mercedes ferry executives; Teslas silently demand attention; and global staples like the Volkswagen Golf chug along, minding their own business. But they are only half the fleet.

In addition to all the usual economic reasons to dislike tariffs, they can only protect a domestic market, which might help net importers such as the US and the UK, but is no use to countries such as Germany, Japan and South Korea, which rely on their lucrative export trade, including the real jewels: markets such as Australia and Saudi Arabia that have considerable purchasing power but no domestic car industry at all.

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