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#10 | |
Sometimes it's black and white
Join Date: Nov 2004
Location: California
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Quote:
China already produces a lot of high quality parts. For instance batteries, which are a key part of the EV race. For geopolitical risk reasons, I think the US/West should generally try and decouple from China to the extent possible. Not something that is easy to do quickly. China may not make huge inroads into the US market, because they won't be allowed to compete. But I expect they will capture a sizable amount of the world wide EV market in the next 10 or 20 years. I mean a good chunk of the market is in China. |
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Posts: 6,288
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