Chinese technology companies are paving the way for a world that will be powered by electric motors rather than gas-guzzling engines. It is a decisively 21st-century approach not just to solve its own energy problems, but also to sell batteries and other electric products to everyone else. Canada is its newest buyer of EVs; in a rebuke of Mr. Trump, its prime minister, Mark Carney, lowered tariffs on the cars as part of a new trade deal.
Though Americans have been slow to embrace electric vehicles, Chinese households have learned to love them. In 2025, 54 percent of new cars sold in China were either battery-powered or plug-in hybrids. That is a big reason that the country’s oil consumption is on track to peak in 2027, according to forecasts from the International Energy Agency. And Chinese E.V makers are setting records — whether it’s BYD’s sales (besting Tesla by battery-powered vehicles sold for the first time last year) or Xiaomi’s speed (its cars are setting records at major racetracks like Nürburgring in Germany).
What would “stopping them” have even looked like?
Competing. No one really even tried.
Tesla is definitely “trying” by number of units produced. Volkswagen is also taking EVs very seriously, at least by current and projected manufacturing numbers.
Yeah, it means giving up the current cash cow and they’ll only do that when it’s visibly dying. And then the competition has too much of a headed start so it’s already to late.
Facing reality and evaluating technologies through the crucial era of the 2010s with an eye on efficiency and pollutant reduction in the overall energy sector. From there, having the empirical justifications to your nation that focusing on energy storage and further electrification would be more beneficial than fossil fuels.
Rather than doubling down on the existing status quo due to lobbying and sunk cost beliefs from prior consumption rates.
Sure. But that doesn’t change China’s economic growth path. You aren’t changing their behavior
Oh, certainly. However, if enough nations had their heads out of their asses and spoke with engineers rather than oil tycoons, we’d have a more competitive and distributed market for these technologies and a lower future dependence on Chinese imports for said technologies.
Right now, I can see a chokehold forming on that sector, and it’s a completely self-inflicted circumstance for those deadset on oil.
I don’t see a future where at least one of the two largest populations of educated professionals doesn’t lead the way on electric vehicles. And that really only leaves you with China or India.
You might have a broader distribution or more regionalized production. But there’s no world in which a country with the manufacturing capacity plus the enormous population advantage doesn’t come out on top eventually.
I don’t see a chokehold on EVs any more than Taiwan has a chokehold on CPUs.
There’s a building comparative advantage, but the global market is enormous. Plenty of room to catch up.
That’s why China has ten competitive major brands right now