Unironically giving the people what they want. EVs are still well within the realm of enthusiasts and rich people.
The infrastructure isn't there yet, and most blue collar families cannot afford an EV, nor the home electrical modifications needed. One-car households cannot abide the inflexibility. Oh, and forget about renters, they were never part of the equation. The EV mandate was one of the biggest ivory tower initiatives ever enacted by the government and it was objectively a failure.
No one said EVs are bad. But they are one small part of a larger picture that includes ICE and hybrid for many years to come. Purists will be upset, but they will never be satisfied with any reasonable compromise.
I'm not from the US, but here in Australia, the 2026 BYD atto EV is priced at 24k AUD. That's 16k USD. Also the infrastructure is there as most homes are connected to the electricity grid
The arguments against EVs in the U.S. are both weird and funny. Meanwhile, many other countries have figured out that promoting the switch from ICE to EVs, is the better option for the future of humanity. Not to mention, China will use America's temporary insanity against it, to become the dominate force in EVs for the next decade or more.
At current run rates, China sells more NEVs (EVs and plug in hybrids) domestically every year than total US light vehicle sales, while also exporting 6M NEV units globally. As of 2025, EVs are 1/4 (~20M units) of all light vehicles sold globally annually. EVs are expensive in the US because the US prioritizes profits for incumbents, not because it is expensive or we cannot do it. They would just rather fossil fuels, SUVs, and light pickup trucks be sold.
The best part is it doesn't matter what the US does: China will transform global light vehicle mobility for us as they continue to scale manufacturing both domestically and internationally. As this piece mentions, US vehicles are stagnant because new vehicles prices are near ~$50k; US automakers have no incentives to innovate or increase supply to push prices down when tariffs make imports of cheaper cars economically unviable. US consumers are trapped in an extraction box. You want a car? You must buy it from the oligopoly. It's not "EVs are too expensive" but instead "the US system is structured to extract dollars and profits from consumers for fossil fuel and auto industry interests" while China ruthlessly innovates and scales.
TLDR Short term profits will be taken from this arrangement, old people in power in the US will keep aging out, and China will keep scaling up. Observe trajectories and rate of change, think in systems.
Side quest: What happens to US automakers when their export market demand is diminished, perhaps entirely, by Chinese exports?
Unironically giving the people what they want. EVs are still well within the realm of enthusiasts and rich people.
The infrastructure isn't there yet, and most blue collar families cannot afford an EV, nor the home electrical modifications needed. One-car households cannot abide the inflexibility. Oh, and forget about renters, they were never part of the equation. The EV mandate was one of the biggest ivory tower initiatives ever enacted by the government and it was objectively a failure.
No one said EVs are bad. But they are one small part of a larger picture that includes ICE and hybrid for many years to come. Purists will be upset, but they will never be satisfied with any reasonable compromise.
I'm not from the US, but here in Australia, the 2026 BYD atto EV is priced at 24k AUD. That's 16k USD. Also the infrastructure is there as most homes are connected to the electricity grid
Maybe we should let China sell into the US? Their EV’s are pretty cheap.
> The infrastructure isn't there yet
I guess most building in US don't have electricity yet.
The city I'm in (Central Europe) has EV chargers every few street lights. What more infrastructure do you need?
The arguments against EVs in the U.S. are both weird and funny. Meanwhile, many other countries have figured out that promoting the switch from ICE to EVs, is the better option for the future of humanity. Not to mention, China will use America's temporary insanity against it, to become the dominate force in EVs for the next decade or more.
I'm not sure how it is in other countries, but here the US, gas cars and EVs are political statements.
At current run rates, China sells more NEVs (EVs and plug in hybrids) domestically every year than total US light vehicle sales, while also exporting 6M NEV units globally. As of 2025, EVs are 1/4 (~20M units) of all light vehicles sold globally annually. EVs are expensive in the US because the US prioritizes profits for incumbents, not because it is expensive or we cannot do it. They would just rather fossil fuels, SUVs, and light pickup trucks be sold.
The best part is it doesn't matter what the US does: China will transform global light vehicle mobility for us as they continue to scale manufacturing both domestically and internationally. As this piece mentions, US vehicles are stagnant because new vehicles prices are near ~$50k; US automakers have no incentives to innovate or increase supply to push prices down when tariffs make imports of cheaper cars economically unviable. US consumers are trapped in an extraction box. You want a car? You must buy it from the oligopoly. It's not "EVs are too expensive" but instead "the US system is structured to extract dollars and profits from consumers for fossil fuel and auto industry interests" while China ruthlessly innovates and scales.
TLDR Short term profits will be taken from this arrangement, old people in power in the US will keep aging out, and China will keep scaling up. Observe trajectories and rate of change, think in systems.
Side quest: What happens to US automakers when their export market demand is diminished, perhaps entirely, by Chinese exports?
Citations:
https://restofworld.org/2025/china-us-ev-race/
https://www.iea.org/reports/global-ev-outlook-2025/executive...
https://www.visualcapitalist.com/cp/electric-vehicle-sales-i...
https://cleantechnica.com/2025/07/21/53-ev-share-in-china-ju...
https://ourworldindata.org/electric-car-sales
https://en.wikipedia.org/wiki/Electric_vehicle_industry_in_C...
https://www.scmp.com/business/china-business/article/3334300...
https://insidechinaauto.com/2025/11/01/live-blog-china-octob...
https://www.byd.com/us/news-list/First-BYD-Electric-Vehicle-...
https://rhomotion.com/news/byd-announces-further-global-expa...
https://www.visualcapitalist.com/mapped-where-tesla-and-byd-...
(tangentially, China is 1/3rd of total global manufacturing capacity, as of this comment)
https://archive.today/uySI3