A video: “Why EV Tariffs Won’t Stop Chinese Cars”

Today, China has the manufacturing capacity to supply half the world’s cars. And it has its eyes on the United States. While there are already Chinese-owned brands available in the states, including Volvo, Polestar and Lotus, no true Chinese brands have arrived in the U.S. as of yet. Insiders say it’s only a matter of time though. President Biden slapped Chinese automakers with stiff tariffs – effectively doubling the price of an imported EV May 2024. However, some insiders say tariffs may not be that effective in the long run, and may even do more harm than good.

Here are key timestamps linked to significant moments in the video:

  1. 00:00:00 – China’s EV Export Boom Begins

  2. 00:00:33 – Scale of China’s Auto Industry

  3. 00:01:04 – Tariffs Imposed by the U.S.

  4. 00:01:38 – Limited Effectiveness of Tariffs

  5. 00:02:10 – The Chinese Auto Challenge vs. Japan/Korea

  6. 00:02:43 – China’s Overcapacity and Export Surge

  7. 00:03:14 – China’s Policy of Subsidized Growth

  8. 00:03:49 – Quality Improvements in Chinese Cars

  9. 00:04:19 – New Business Models and Consumer Receptivity

  10. 00:04:51 – U.S. Tariffs and National Security Concerns

  11. 00:05:23 – American Industry Mixed Reactions

  12. 00:05:55 – Cost of Tariffs on U.S. Automakers

  13. 00:06:16 – Chinese Investment Beyond Borders

  14. 00:06:49 – Alternatives to Tariffs: Guided Market Entry

  15. 00:07:22 – Policy Recommendations and Industry Future


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