r/electricvehicles 2d ago

News Billions In U.S. EV Projects Stalled As China Speeds Ahead

https://insideevs.com/news/755658/america-ev-boom-hits-a-wall/
439 Upvotes

60 comments sorted by

143

u/Vg_Ace135 2024 Mini Cooper SE 2d ago

China is going to zoom past us and we won't ever catch up. trump has assured that. Smh.

79

u/MaxAdolphus 2d ago

It's what voting for regressives does.

24

u/medhat20005 2d ago

Would love to provide evidence refuting this but can't. If the current administration has its way, we'll be back with land lines and corded phones pretty soon.

16

u/ciopobbi 2d ago

Bring back the Edsel, Jim Crow and the housewife waiting with slippers, pipe and martini for hubby wearing her dress and pearls!

13

u/medhat20005 2d ago

😂😂😂😂 don’t want to be the grammar cop, but, “hubby wearing her dress and pearls,” I think was unintentionally hilarious!

2

u/ciopobbi 2d ago

You know, I saw that I had the syntax wrong, but I’m on my phone and was too lazy to change it. But then again, who knows what went on in a mid-century suburban home?

1

u/SomeGuyNamedPaul HI5, MYLR, PacHy #2 1d ago

And only being able to afford a 1100 sqft house with a one car garage.

5

u/sweeter_than_saltine 2d ago

They won’t have much of a way with anything, because the House is the slimmest it’s ever been in terms of majority, and the courts are giving them L after L, with even their own side’s judges ruling against them.

Though that only helps us so much without any effort to beat them at the ballot box, and as Tuesday in WISC has proven, with enough energy and time spent we can accomplish miracles against these bastards. Them attempting to wreck our progress will only hurt them in the end, and adding to that electoral pain is getting more people in the know about their actions.

Who else is better at getting that message out than r/VoteDEM?

2

u/ShirBlackspots Future Ford F-150 Lightning or maybe Rivian R3 owner? 1d ago

Fiber optic is woke to some politicians on the right.

15

u/Receding_Hairline23 2d ago

haha they zoomed past us in EVs way, way back. They're far ahead now.

10

u/WaitingForReplies 2d ago

China is already past us. They will just get further ahead to where they will lap us.

15

u/chicagoredditer1 2d ago

Going to?

6

u/Zorboids Porsche Macan 4S 2d ago

China zoomed past the US over half a decade ago.

8

u/Ok_Hovercraft_1690 2d ago

~160M voters assured that. Trump could be gone in an instant if they grow a brain cell.

3

u/computerguy0-0 2d ago

The ones that sat out are just as much at fault as the ones that voted for.

2

u/RLewis8888 Bolt EUV 1d ago

US leads in schoolchildren not turning trans.

2

u/Boundish91 1d ago

They have been ahead for a while already.

2

u/RollingAlong25 19h ago

On the plus side, at least someone will keep advancing EV and battery technology!

1

u/slowwolfcat 2d ago

ah but batteries go out no

1

u/Honorable_Heathen 1d ago

They already have.

1

u/Honorable_Heathen 1d ago

We gave up our leadership position in this market already.

1. Production and Sales Volume:

  • Global Sales: In 2024, global EV sales surpassed 17 million units, with China contributing significantly to this figure. ​Reuters+2Rho Motion+2Visual Capitalist+2
  • China's Domestic Sales: China's EV sales grew by 40% in 2024 compared to 2023, with over 1.3 million units sold in December 2024 alone. Rho Motion
  • Comparison with the U.S.: While the U.S. recorded the next highest battery-electric vehicle (BEV) and plug-in hybrid electric vehicle (PHEV) volumes, it was still a distant second to China. China's PHEV total sat 351,392 units ahead of the U.S., while 328,868 BEV sales separated the two countries. Autovista24

1

u/Honorable_Heathen 1d ago

2. Market Share:

3. Leading Manufacturers:

  • BYD's Ascendancy: Chinese automaker BYD has seen a significant rise in sales and revenue, contrasting Tesla's recent struggles, particularly in the Chinese market. In 2024, BYD sold 4.27 million vehicles, substantially more than Tesla's 1.78 million, though BYD's total includes hybrids. Tesla narrowly retained its lead in pure EV sales, with BYD selling 1.76 million battery-electric vehicles. ​Business Insider
  • Tesla's Position: Tesla's sales in China have faced challenges, with a reported 11.5% year-over-year decrease in March 2025. ​Reuters+1Barron's+1

4. Export and Global Influence:

  • Overseas Expansion: Chinese EV manufacturers are aggressively expanding into international markets, with BYD aiming to sell over 800,000 EVs overseas in 2025, doubling its 2024 figures. ​Electrek

63

u/chronocapybara 2d ago

This is what happens when you elect politicians and a president that are vocally anti-EV.

31

u/nowyuseeme 2d ago

And stupid, like really, really stupid.

Any reasonably aware human can see the future is in renewables and electrification, so to back the dinosaur juice rather than putting huge investment into renewables is just mind blowing.

11

u/shares_inDeleware beep beep 2d ago

Not just stupid, but nasty and petty. The most miserable, obnoxious excuse for a human being.

2

u/eggybread70 1d ago

And anti-expert.

But who's going to tell trump what's what? "They say I could have been a (insert unlikely area of academic achievement here)" It's depressing that so many people voted in this complete charlatan.

14

u/ciopobbi 2d ago

Oh don’t worry. According to the Orange Buffoon, auto factories will be built and up and running in weeks employing thousands of workers making cars which run on “clean coal”!

2

u/RLewis8888 Bolt EUV 1d ago

If only there were people who could afford to buy new cars.

1

u/Lopsided_Quarter_931 1d ago

They will employ thousands of workers and also be fully robotic to compensate for higher wages.

11

u/Galacticwave98 2d ago

The benefits of a country that lives in reality and not some fabricated delusional world where fossil fuels will be relevant forever. 

0

u/[deleted] 1d ago

[deleted]

1

u/Galacticwave98 1d ago

Teslas are poorly built. EVs aren’t. I can tell you don’t actually know anything about EVs and have never driven one. They’re superior to ICE vehicles, fewer moving parts and just generally nicer to drive. Has your gas powered phone and computer working out for you? Electrification is just a natural step for technology. 

1

u/[deleted] 1d ago

[deleted]

1

u/Galacticwave98 1d ago

Okay, the used ones are ready for you and they are cheap. You can get Chevy Equinox EV for $28k, you don’t know these things because you don’t actually know anything about EVs. 

-2

u/oroechimaru 2d ago

Well China lives in delusion of many horrible atrocities, but Americans are choosing their delusion not being forced to forget tragedies.

8

u/saanity '23 Volkswagen ID4 2d ago

So much winning.  Thanks MAGA.

5

u/This_Is_The_End 2d ago

Autoline Network After Hours on YT today was not that optimistic. The industry needs at least a year to remodel supply lines and prices will go up. They talked about 5k to 10k

3

u/tech57 2d ago

DEFCON 1 on Trump's Tariffs; Preparing for the Nuclear Fallout - AAH 737

https://www.youtube.com/watch?v=8Si8rn7vZMM

The make '74 Duster great again episode?

2

u/ChipsAndSalsaWithBib 1d ago

Most efforts to bring production back to the US will take years, and there will be much more automation if that happens- and fewer humans required. Meanwhile, with significantly increased prices, and increased uncertainty, sales will drop and layoffs will follow.

This is not the way to strengthen the US in the short or long term.

5

u/Cat385CL 1d ago

The President could do something to spur domestic production. In fact, he already did it. Joe Biden did.

And now, thanks to Trump, that is all getting canceled or moved elsewhere.

8

u/Kooky_Dimension6316 2d ago

Glory to the CCP

6

u/Zorboids Porsche Macan 4S 2d ago

Its the Chinese century of prosperity.

2

u/oroechimaru 2d ago

Soon my reddit history will have me banned from China and the USA.

1

u/kongweeneverdie 1d ago

Glory to the CPC.

4

u/Key_Necessary_3329 2d ago

So much winning....

2

u/kongweeneverdie 1d ago

Even worst as China stop all new investment in US.

1

u/evilfungi 1d ago

Putting all your best EV hopes on Tesla was a bad mistake, especially when it is so dominated by a egotistical maniac, maybe if Musk can be forced to sell off Tesla. The Japanese and Europeans will eventually reach parity in a decade with copying, experimentation and market research. The Americans don't even seems to be trying at this stage.

1

u/Kandiruaku 1d ago

US politician agenda states "I am focused on energy", meaning fossil fuels and smoker cars, the ones that stuff his pockets. Civic consciousness and care for the future generations means nothing when you live for quarter to quarter profits. Thank you Big Oil!

1

u/Sea-Interaction-4552 1d ago

It’s almost like we were already trying to bring back manufacturing, was it just the wrong manufacturing?

Foreign auto plants that are already here are going to layoff American workers because of tariffs on parts

-1

u/MaxAdolphus 2d ago

And to quote myself last month of why I returned to a PHEV (Rav4 Prime) after 6 years of BEVs...

Sold the Tesla while it had at least some value (resale sucks, and I only see it getting worse). -Went plug-in hybrid because I think this administration is going to cut all EV charge network funding Biden put in place in his Infrastructure Act. I think charge network growth will be almost stagnant for the next 5 years. -Done with Tesla until they get rid of Musk.

5

u/wintertash 2d ago

We traded our 2018 Model 3 for a 2022 NiroEV because with the tax credit at point of sale, we were only out a few hundred on fees, no tax in our state. I’m blown away by the efficiency and comfort of the Niro, but we’ve also got a 1978 Mercedes 240D we’ve been bringing back to life, which may end up being our road trip car.

4

u/EnvironmentalBad1221 2d ago

Ohio was smart enough to get most of the nevi chargers in before trump took office. We had the first in the USA .ionna will be paying for their own with he car manufacturer pay for them . Pilot flying j is doing well . People put too much on what trump did. Chargers are still being installed every day by ChargePoint ev go ev connect shell bp pulse .

2

u/rdyoung 2d ago

Ionna is the one I'm watching closely. The closest one is 90 miles away so I can't use it regularly just to show support but I spend a few bucks there every chance I can.

I've been less than impressed with evgo in general and at pilot/flying j. Even in the middle of summer with no one else charging I can't break 65kwh while an EA at a sheetz or wmt has me hitting 150+ with others charging and 200+ with no one around. Unless others step up their game, this industry will be dominated by the tesla, EA and Ionna (assuming they can do even half of what they are aiming).

-3

u/MaxAdolphus 2d ago

I fear the non-Tesla chargers will become even more neglected than they are with less funding available.

I've said, I hope I'm wrong, but I see a best case scenario of stagnant development. Worse case a some of these companies go bankrupt with no funding and we're left with a fractured network. That's just my future prediction. If I was actually good a predicting the future, I'd be a multi-millionaire from the stock market, so there is that.

5

u/rdyoung 2d ago

You are wrong here. Yes, we should be funding this federally especially getting chargers at rest stops along highways, at state and federal parks, etc, but, we have Ionna (which is a joint venture among basically all legacy manufacturers) and they are pushing hard to have a probably unreachable number of plugs installed over the next few years. We also have EA finally taking this seriously and not treating it like it's a community service. Ionna already has at least 2 nacs plugs at each station and EA will probably start swapping some ccs out for nacs as they upgrade units. Evgo recently got a sizable loan from the feds to expand. Walmart and Costco are working on branded chargers at stores and I'm sure there are more e.

Trump and his handlers have definitely dampened the expansion and adoption of evs but this is a train that won't stop and will continue to gain speed. This industry isn't going anywhere and so long as the demand is there, new charging stations will be built. This is the upside of a free market. So long as demand is (or is projected to be) there, supply will be there to match it.

0

u/MaxAdolphus 2d ago

So a company that is dependent upon funding from automakers that are greatly impacted by Trump tariffs won't have their funding impacted? You know that Ionna did plan on using funds from the funds infrastructure bill, but scaled back to not use them while keeping the door open to that funding if it did become available. I again worry that all these big plans will change with tariffs and the impending Trump recession/depression.

I also see their introductory rate is $0.48/kwh, which makes that almost double what gasoline costs per mile.

2

u/rdyoung 2d ago

You said yourself you can't really read the market well or else you would be making bank trading stocks. Maybe you should listen to yourself and stop arguing. I'm not worried about Ionna going forward. Between the ?8? companies behind Ionna, that's a lot of resources and sources for loans if they want to stay liquid. They don't need the fed funds but obviously they would happily use them.

I also see their introductory rate is $0.48/kwh, which makes that almost double what gasoline costs per mile.

They just dropped rates at several chargers down to as low as 35¢. But your take on this makes nothing you have to say worth listening to. For fuel alone, yes, that is approximately twice what it cost when gas was around $2.5/gallon, but, what you are missing is what you aren't spending on other maintenance.

I'm done here because like usual, those who know the least have the most to say. If suggest you start paying closer attention to things and stop trying to swallow your feet.

Have a nice day now.

0

u/Tech_Philosophy 2d ago

No, thinking EVs are going to do anything but increase in popularity is just not looking at the big picture.

1

u/MaxAdolphus 1d ago

I was talking about the charging.

1

u/Honorable_Heathen 1d ago

We voluntarily took the loss in this market already.

Back to gas and coal so we can Make America Great Again! 😐

0

u/CaptainRAVE2 1d ago edited 1d ago

I suspect their push with EVs will eventually see them move past the US as the leading superpower. It’s a smart move.

1

u/Cat385CL 1d ago

The US is considered a superpower only because of its military. We’ve been running this country in the red since 2001, when 20 individuals wiped out the US economy. We’ve been voluntarily surrendering our freedoms and privacy ever since, and only by running a deficit do we continue to be a superpower.

The US, on the global stage, is laughable and should be ignored. Japan holds $1T in US securities. China has $800B.They should cash it in on Monday and watch us flop like fish out of water.