End ‘wholesale restrictions’ on Chinese EVs in US, experts say
The United States should engage with Chinese carmakers and battery manufacturers “strategically”, using targeted safeguards instead of the current “wholesale restrictions”, which could lead US carmakers to lose global market share, according to experts. “We need to consider strategic partnerships,” said John Helveston, an associate professor at George Washington University, during a discussion on…
The United States should adopt a strategic approach when engaging with Chinese automakers and battery manufacturers, rather than implementing blanket restrictions, warn experts. John Helveston, an associate professor at George Washington University, suggested that partnerships and licensing agreements could be beneficial. Sourabh Gupta, a resident senior fellow at the Institute for China-America Studies, criticized protectionism as "an act of severe self-harm" in a highly competitive market.
Chinese carmakers face high tariffs and restrictions on China-linked software and hardware. Despite this, China remains the world leader in EV sales, with the BYD Seal having a 5% cost advantage over the Tesla Model 3. The US fact sheet still mentions the investment board, but the Chinese readout does not. Congress has introduced bills targeting China-linked electric vehicles, and Trump has previously expressed openness to allowing Chinese companies to set up US operations.
Experts argue that targeted rules can protect security while allowing market access, rather than banning Chinese EVs outright.
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