Protectionism vs practicality

While the US public is warming toward Chinese EVs, some US politicians want a complete ban on them.

On April 29, Republican Senator Bernie Moreno and Democratic Senator Elissa Slotkin introduced a bipartisan bill — the Connected Vehicle Security Act — that would ban vehicles, connected vehicle technologies such as software and data systems made by China or in partnership with China from the US. They cited national security and job protection as the primary reason for this bill.

The bill has been endorsed by the United Auto Workers union. "Our national and economic security relies on a strong US auto industry," said UAW President Shawn Fain.

"General Motors supports policies that protect and strengthen American manufacturing and the global competitiveness of US automakers," GM said in a statement.

Job security is sometimes at odds with innovation, some investment analysts said. New technology means disruption, and disruption means changes to existing orders.

Many experts agree that China's EV advance has been driven primarily by competition.

However, American consumers may not be able to get what they want, at least in the short term, the 2026 Market Outlook Report from Dave Cantin Group predicted.

"While a highly limited, regulated and negotiated entry remains a small possibility in 2026, we don't see this impacting the retail landscape for another three to five years in the US," the report said.