as we say, there is never giving up every weekend on d w. the for american comic is chinese competition in the globally, the market is a growing concerned and chinese electric vehicles in the us. that's the worst nightmare. detroit and wants to want to keep china out periods. if this protectionism is, it may be all politics. the land of the free and home of the brave is not the market for chinese. maybe these heavy terrace are supposed to keep them off.

american roads and highways. why just the us not want any chinese vehicles in this country. and in this market, the us in the market is in a bit of a mess right now, or at the very least in a bit of a slump. the craze haven't really taken off and the electric vehicle uptake already seems to have passed since peak of the united states. that puts us legacy automakers in a bit of a bind. they're investing billions into new e b line ups because well, that's the future. but they also need to keep that guess gotten their offerings fresh for the time being. that's the internal combustion engine, s u, v 's pickup trucks and muscle costs which make them a lot of money. however, red flags of weakening demand for the ease of popping up all across the country. and that's a real problem except perhaps in california, the one long beach los angeles. this is

cage's, the california roommate, something like the holy land in terms of easy acceptance and tv adoption rates of the us, the golden state for m through z as in environmental, the conscious drivers. california not only both robustly increasing the states, but also a solid and ever expanding charging infrastructure, at least compared to the rest of the country. california tops other states with $44000.00 public charging stations today, that's out of a total of just $61000.00 public charge points. nationwide, towns not too bad, but according to the states projections kind of phone, you will lead around 1000000 public charging stations by 2030. that's a tall order. and then there's los angeles, l a is an el dorado when it comes to the adoption rates. the city takes the top

spots for the highest number of registered tvs in california and the entire nation . so it's no surprise that california also takes the crown nationwide with $1200000.00 registered electric vehicles. that's 5 to 15 times more than any other state in the us. the tvs are everywhere in and around delay, and the entire states getting stuck in a tories like traffic with your internal combustion engine. gas guzzler is sol yesterday nowadays. more and more los angeles and california is go, i'll put the bumper in the auto pilot at full soft driving test. the hello from california. i brought my electric vehicle. um it's a rental, of course. this is a chevy silverado, but um, the red the company didn't have anything else available. no test allows or anything

else? absolutely no chinese alternatives. chinese electric vehicles are a no go here in the us. why is america maybe so afraid? or at least of post for letting chinese vehicles into the country off to detroit, michigan. if you could buy a car, new car tomorrow, tv or gas tv. so i would probably go with gas. why has it's more friendly to the environment? the electric gas white, even though i don't even drive a car, i don't know why said that this is motors iconic. home of us, legacy automakers like for general motors and still empties. formerly chrysler, it's a sacred ground. this neighborhood called the milwaukee junction,

3 and half square miles over 14 different car companies were in this 3 and half square miles for 2000 an automobile suppliers. this was ground 0 for the automobile industry in detroit. once representing american industrial, trowers, and innovative manufacturing might 40 m and chrysler steel. from the back phone of the us, auto industry. today. however, the form of glory and power of america's com, i can royalty aside these days, the big 3 are shaking in their bows. rabble by fear of what the ceo of select discounts, the china offensive. detroit claims signed as affordable electric vehicles. suppose an x has tensional threats like dinosaurs getting wiped over scenarios for gm and price lives. it's a situation in which the big 3 found themselves once before, almost just a few decades of the meat

station much you're welcome to detroit in detroit historical society. the venue that we're about to step into now is called america's motor city, which was the, which would, was detroit was and, and really still is. dave had a successful engineering, korea, spending decades in the automotive industry. now he's looking at what is and what will be in the us auto market through the lenses of a story or the threat cheap chinese tvs post us automakers reminds them of a time with japanese comic as calls have for the us automotive industry. the so in the sixties and seventies, you know, we had toyotas and, but they weren't really what we, what detroit automakers consider. competitor you ask for your money for them on a toyota celica. if you can find the front of the toyota, and we bet you can, as those cars got better in the eighty's and ninety's, it became much more of a threat. good look at the 1st nissan maxima, s find a lot of car,

the new nissan maxima, se a car built to perform. and a truck is a lot of car for the road. and i, i don't think it was in this is just me talking about a school, but i don't think it was taken seriously until it was almost too late. that's not a mistake for gm and still and to slash chrysler content to make you guess chinese if he produces pushing for entry into the us market. but detroit knows right now it can compete with china. so overwhelming strength and the low cost electrically, you called 2nd for now us call make us have nothing to offer that could compete against is like this one here. be why the see go with the starting price of under $11000.00. time for an expert to chime in on why and how china became so powerful in the fields of phoebe's, and how it's managed to become such a threat to us comic lottie. i myself, who is a senior fellow with a trustee, chair and chinese business and economics at the center for strategic and

international studies, or c s i s in washington dc. well, we've seen this remarkable growth of the industry in china. chinese, these, you know, they, they have been developing for quite a while. the industry has been growing in china for quite a while, but i think outside of china it's been quite a surprise over in the past couple of years. and we've just seen, you know, the rapid growth of exports from china. the quality is quite good. the prices are very low. mm hm. and so there is a sense that uh, that you know that, that the competition is going to be very step in addition to all that there's a lot of concerns that the competition may not be fair because of many of these in the companies in china, i have received a significant state support not long ago. the csr has published a new study on chinese e. d investments and developments causing jo dropping and head scratching in detroit. and most of the seats. china spent $230800000000.00 over more than

a decades to develop its electric car industry. one more time. that's $230800000000.00 worth of investments and incentives for a chinese. if the manufacturer is between 292023, that scale of this government support represents 18.8 percent of total electric call sales during that time frame. no wonder china is now not only the world's largest and fastest growing automobile market, but has also become the undisputed globally the superpower. and with that, an extension level. threat to the us. automobile industry tends. detroit's s o s 2 losses. a world in which the united states let's it's all the industry collapse or feel, or even a significant market share domestically is just not realistic. right? this is obviously, this is the work of politicians has to maintain the industries that they think are

strategic. and i think the, the automotive industry falls under that as rarely as this ever happens, which is virtually never, in this case, the white house and congress, democrats and republicans are unified and in agreement, hope price, chinese eas, could potentially wipe out the us auto industry. and that can not be allowed to happen once a once more electric vehicles on america's road spots, preferably ones that are made in the usa, president buying enough tvs and owning significantly the market share. instead, they are in dire need of protect them from potential chinese competition on their own turf. washington to answer closing the door to the chinese imports with terrace, knew how higher tires that now stand at a whopping 100 percent. yes, 100 percent. many countries are introducing terrace right now and chinese exports of electric vehicles, brazil, turkey, european union, united states,

etc. if you take the european union, it is clear that a tariff of between 17 to 48 percent is not going to stop the existing flow of exports from china. but it may slow it down and it may provide more incentives for those companies to actually start producing in europe. does a very different objective compared to us and add the on 100 percent tariff is sort of signal. i don't even try, don't even come here. right? fi, a factor shines that can detroit the so called china offensive has yet to arrive in america. but the mere threat is whipping us automakers into a frenzy despite washington's punitive terrace fort in g m. r. almost having a nervous breakdown in anticipation of what is about to hit them, not only already on the international market, but perhaps sewage domestically to here in the us. ongoing of the good old days of american commented fracturing. what nowadays appears as

a simpler yet golden era of american industrial might and invincible of the all that is, well, just the u. s. legacy automakers of being forced to yet again to re evaluate the mit and long term strategies when it comes to electric vehicles. that's on top of trying to stay nimble in their approach to internal combustion engine vehicles, which are still the all important money makers for the, the if history teaches it in the, you know, to be too far ahead or too far behind. you want to be moving right at the front of the middle of the pack if you really want to add a sweet spot. so it's a small spot and it's a tough one to find. but it is definitely the sweet spot for that kind of technology. standards and does this inherently means to aim for an occupied that's sweet spot. easier said than done. there's a lot of wiggling and readjusting going on by us. automakers, cost cutting, we focusing reviving independently, all for a future in the international and domestic electric vehicle marketplace.

washington's ambitious, if you targets a huge terrace on chinese cities, the white house and says they are the best way the all the way forward economically and for the us all the industry as well as environmentally and for the country. of course, this same president donald trump, who is waiting for another spring in the white house in november 2024 sees all that quite different harwell and the electric vehicle mandate on day one, the nearby saving the us auto industry for complete obliteration, which is happening right now and saving us customers thousands and thousands of dollars per car. and right now, as we speak, large factories just started being built across the border and mexico. so with all

the other things happening, our border, and it being built by china to make cars and to sell them into our country, no tax, no anything. most of the former president statement is an extra stretch us com acres and not facing complete obliteration by investing in t v technology. and by building electric vehicles and chinese e v. manufacturers like b y d are not building any factories in mexico, at least not yet. we haven't actually seen any chinese, the companies set up a factory. there have been rumors that the way he has been looking into this. i must say the way he has now made announcements and committed to building so real new factories globally. so this would be, you know, quite a stretch to add another factory to their list, but they are quite them vicious harvard chinese tvs eventually being built in mexico for the us market. that's quite possible and could pose

a big problem down the line. we're back in california, so welcome to the trenches in the trade war between the us and china. why is this a thing when we talk about electric vehicles? the us is really concerned about the chinese companies like b, y, d, for example, setting up shop in mexico, all of the into one or anywhere else in mexico. and then using the us, canada, mexico trade agreement as a way to import their products, their costs into the us would be, may be good for the consumers, but then okay, is about the consumers. it's good morning. good morning. nice. are you too bye. thank you. you're speaking of american consumers, we're meeting with keith, mike, his president of the association of san diego. keith is a manager at legal and california and the, the lover. he and his wife on 3 electric vehicles as a consumer, he has

a few thoughts on the so called chinese invasion issue. americans are very price concepts. we, we love our sales. we love our present his day, memorial day end of the year. it's always a sale, it's always a promotion. it's always that. and i think, you know, with china, you know, i think it's, it's flash back to 4050 years ago when the japanese 1st came here in savannah, is this the, by the gods and for them? so the mazda of g, l. c, just 30 is 95. i've only seen chinese eaves from outside the car. i've never been in one, but they seem like they're there. they're good cars or style. i think they're cars and americans will enjoy. and that's exactly what american automakers feel most, keith, it's as he needs to get to work hundreds of thousands, if not millions of american consumers would probably flock to affordable chinese

electric vehicles just as quickly as several us cities and communities did a few years ago. when b y be offered and sold the buses for the public transportation networks, low price chinese electric vehicle, tech and buses manufactured in california. it worked for a while until it didn't anymore. b y d will shut down kind of well, guess what? it's not real children, see what it is right here. lancaster, california, what, what are they doing here? they build coach and buses. now in 2019 to from administration decided that this can happen anymore be why they shouldn't produce any buses for the american market anymore. and also should produce here. so trump decided to put a combustion. what is be, why do doing now? they're actually just working off the auto volume they received on to 2019. that's what they can still do here. after that. who knows what's become of v y,

the coaching busts off to our last stop in california, 0 labs here we meet at him. row, c, e. o. and founder of the small but unique company temperament is t r in the conversion business. thanks for having us. and yourself, yes, nice for you to be here. quite impressive. yeah, there's a lot going on right now. yeah. how many cars are you working on right now? i think there's about 13 or 14 in the shop. usually when anyone moment 0 left has made a name for itself as one of if not the top address, full height and v code conversions. meaning if you have around $200000.00 to spare and once your beloved classic ford bronco or land rover defender to be electrified with the added specials, the relapse feeling, touch, edinburgh, is your man the serial enter printer invested $11000000.00 of his own money into 0

laps and made it a success. it's not enough to just convert the old car and make it. we power it. we have to go an extra step and also show what's possible. adam is completely immersed in all things, tvs and the us in the market. he knows the players, the latest trends and all to with centers. the american e v market is at the moment actually shrinking. the demand is less because the cars are not cheap. yeah, i wouldn't say it's the demand is less, it's just not growing at the same rate, but the rate of adoption is still very much gronk. the reason us automakers missed the boat on so on after affordable e v says that even as an entrepreneur in the still under funded and i'm the utilized multi $1000000000.00 e conversion market, ada is being him in the opposed to closing of us to chinese importance i think it's a mistake to prevent chinese entry of the vehicle. i think that we're not doing the

service to the american consumer by denying them the right to buy something that they would gladly purchase if they had the opportunity for, you know, blocking chinese made products coming in the united states is only going to put the united states 4 years behind the rest of the world, the rest of the world is, is recognizing that china is a manufacturing culture. the united states is not a manufacturing culture. we're a consumer culture where a technology culture, we're not an automotive manufacturing culture, not like we used to be. and so i think that the idea that we're somehow saving jobs and, and doing a service for the american consumer is, is, is incorrect. washington and detroit disagree with that, and i'm pretty much everything every point he makes the ultimate argument for keeping chinese competition out of the us national security. there's a lot of concerns. yes. over the connected vehicles and data security,

which is an ongoing investigation business national security consideration because the chinese use everything for spying on. correct. yeah. and that's, that is correct. couldn't allow them to build in telecommunication systems into their cars, cars that would 100 percent be a problem, but they know got but you know, their batteries, their motors, their control systems are world class and they work very hard at it. and ford use this chinese batteries tests. they use the chinese batteries. they might not tell you that. but it's very much built in, you know, just because you import it into mexico and then incorporate it into your battery. doesn't mean it's in mexico product. look, if the united states is going to win this war, it's not gonna be, it's not gonna be one by denying entry of a competitor. you know, the consumer american consumer is very resilient, they're going to buy what they want to buy, really easy relapse and that them with one final thought. one of the most important questions of course, is how will this all shake out?

how would the future look like for legacy us automakers like ford g and how fast are they really able to adapt to the demand for affordable electric beat? no doubt us comment because they're trying to catch up the big 3 are cutting budgets in some areas and doubling investments and others vitals for them all spending ownership of the materials and supply chain for the project. so here we are at the factory 0. that's a general motors plant and here is where the future happens for general motors or so they say why? because here they produce tv. some batteries. very important for g. m to be some walks independent from china. news dominance in batteries for the materials needed to make batteries one way or another. all the money get makes a lot. a lot of money of what g m makes with gas guzzlers, right?

internal combustion engine costs goes into the legacy. automotive industry is trying to be and to get where maybe others internationally the chinese, the korean. so japanese already r g m just recently analysis was delay electric vehicle built out and wants to instead launch plug in hybrid vehicles to meet emissions. targets was fully electric. say, as hopefully ramp up. it is also cutting costs by some $2000000000.00 for it also announced it is cutting $2000000000.00 in spending. and that it will shift focus from emphasizing electric su, reese in favor of smaller, more affordable eaves. even tesla is feeding the heat dealer mosque is also scrambling to keep pace with low cost chinese manufacturers test. i said it will be slashing prices and doubling efforts to develop a cheaper e. v. by 2025. all debt plus washington's terrace on chinese east.

just to buy time for us all to make us that protection comes at a cost. i think there, the, the interesting question is you have these big trade offs, right? policy tradeoffs. one is, you know, national security. you can nomics security, then you have the comic development and jobs and then you have climate policy and objectives. a lot of different countries are trying to balance all of this. so there's been a lot of concern that there may be a lot back tracking on climate prior imperative. even though the, at the time in which we're seeing that climate is happening, climate change is having very big effects on economy, on security, and people's livelihoods, concerns and concessions. tradeoffs and priorities in politics tend to cannot make the change all the time. and often times, quick end with that, it seems the story of how the us is and should be dealing with chinese tv

competition. nothing on the store is far from all the more automotive tales. next time on rev the

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