How China is reshaping the global auto market
In 2020, China exported about a million cars a year. Now, it’s tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany. Yet this massive global shift feels nearly invisible in the U.S. A 100% tariff on Chinese vehicles, combined with strict rules keeping Chinese hardware and software off American roads, has effectively built a regulatory wall around the domestic market. But in virtually every other corner of the globe, Chinese automakers are dram...
Jun 11, 2026•34 min