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China's EV Dominance Unstoppable Despite US Tariffs

China's EV industry now produces 70% of global electric cars, making it immune to US tariffs. Chinese automakers lead in technology and cost-competitiveness, challenging American firms like Rivian.

This development signals a fundamental shift in global automotive manufacturing that affects consumers, investors, and policymakers worldwide. For consumers, it means more affordable and technologically advanced electric vehicles will likely enter global markets, accelerating the transition away from fossil fuels. For investors, it highlights the need to reassess traditional automotive investments as Chinese manufacturers reshape competitive dynamics. For Western governments and automakers, it represents an urgent call to innovate and adapt manufacturing strategies to compete in the new EV landscape. The inability of tariffs to slow China's progress suggests that protectionist policies alone cannot preserve domestic industries without complementary innovation and investment in next-generation manufacturing capabilities.