Why Detroit's 'Isolationism' Won't Stop China's EV Industry

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Here's the case for American automakers like Ford and General Motors to team up with Chinese EV automakers like BYD.

Stop me if you've heard this one before. A bunch of established car companies with advanced technology are seeking access to a new country that's extremely important because it means potentially millions of buyers. But first, that country's domestic automakers say they want something out of that too. A deal is struck: to allow an expansion into this car market, the new players have to team up with the old ones and teach them how to dance.

Maybe we're all less likely to get into a shooting war over Taiwan if BYD has 30,000 people here working side-by-side with Americans. Crafting such partnerships would require a sea change in American politics, however, and less knee-jerk blatant fear of China and its Communist Party leaders. That might be a much tougher ask, but if the alternative is for Ford and General Motors and the rest to become the next John Deere, maybe our politicians will find a way to make them all play nice.

 

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