Canada and Mexico are both allowing Chinese EVs in. US automaker export TAM will only decrease over time, and eventually, they will be boutique automakers serving only the US market. BYD intends to be the world's largest automaker in five years, and China currently has the capacity to produce ~25M EVs per year (~25% of global annual light vehicle sales, as of this comment). The US built ~1M EVs last year, for comparison.

https://www.theguardian.com/business/2026/jun/10/china-byd-c...

> I hope the government stops this attempt dead in its tracks before it starts to hurt our car industry.

There is literally nothing the US gov can do to stop this. On the contrary, their actions have accelerated this. Masterful gambit.

https://www.reuters.com/business/autos-transportation/seekin...

https://financialpost.com/commodities/energy/electric-vehicl...

https://www.bloomberg.com/opinion/articles/2026-07-15/china-... | https://archive.today/CXhGr

The US killed its own auto industry by shielding it from Chinese competition and rolling back EV incentive policy, to protect its profits of large combustion SUVs and trucks.

https://www.nytimes.com/2026/07/15/magazine/electric-cars-am... | https://archive.today/sENe1

> “We’ve reached a genuinely existential moment,” Ezell told me. In a best-case scenario, Detroit manages to meet it by crafting a viable, long-term E.V. strategy while also servicing the still dependably lucrative existing market for ICE trucks. In the worst, it retreats onto what the economist Susan Helper calls a “shrinking island of ICE,” churning out outlandishly large trucks and not much else. At which point, the obsolescence of the mighty U.S. automobile industry — a sector once inextricably associated with American know-how and economic might — would be all but guaranteed. As Ford’s chief executive, Jim Farley, recently acknowledged in a statement that could apply to any member of the Big Three, “If we don’t put our chips on the right number and the right color, Ford could maybe not exist.”

How Olinia Turns Mexico's EV Ambition into Reality