Chinese and American Electric Vehicles in 2025: A tale of two Differing Futures

By Douglas McIntyre  •  December 18, 2024

Douglas McIntyre and David Callaway discuss the future of electric vehicles in the United States and China heading into 2025. They predict challenges for U.S. EVs, including potential rollbacks on subsidies and stricter emission standards, but note that Elon Musk and Tesla might still benefit from infrastructure investments. Meanwhile, they believe China’s EV industry will remain resilient, leveraging its global markets despite limited U.S. engagement.

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