As United States' EV tax credits have faded away into nothing, other regions such as the EU and China have doubled down on adoption because it’s what their consumers want. Domestics such as GM and Ford have failed to make compelling vehicles at appropriate price ranges with appropriate charging ranges.

Right now, domestic Chinese manufacturers such as BYD and Xiaomi are currently highly tarffied and unlikely to gain much traction in the United States market, however, since the ending of the $7,500 tax credits, more Americans are interested in these foreign auto companies.

More than half of American car buyers would consider a Chinese car brand for their next purchase, an increase of almost 25 percent compared to last year. - Ars Technica

When we think about it, the $7,500 credit was almost enough to cover BYD’s Seagull EV which cost roughly $10,000 USD and ranges 252 miles per charge. This is almost an embarrassment to American and Japanese makers as they can provide better range at a fifth of the cost.

Starting at $9,700 (69,80 yuan), BYD’s new Seagull EV is already stoking fear among rivals. Powered by BYD’s Blade batteries, the electric car is available in 30.08 kWh and 38.88 kWh models, which provide up to 190 miles (305 km) and 252 miles (405 km) CLTC range, respectively.

For now, there is a major setback in North American adoption of EVs as the tax credits end, and EVs now cost over $50,000 as a result, however, momentum cannot be stopped. Trends tend to go parabolic in the medium-term, yet this adoption is still in the very early innings in the west. This is true with all forms of renewables including solar and wind. The current US Administration is attempting to kill any of this momentum – but with little affect. These trends transcend policy.

There is worry about Chinese manufactures and privacy from a United States standpoint, but Tesla is no different. Musk has falsely marked Tesla as full self-driving (FSD) when it is not, and current owners are locked in a class action lawsuit with the company. Tik-Tok is included in a lot of these foreign vehicles, but we also consider the unstable xAI is becoming integrated into Tesla models. It’s all about what and where the consumer would like to offload their privacy to. China and American privacy policies are no different in this day in age.

It’s been shown that the American domestic automaker has been unable or unwilling to provide meaningful change, yet most foreign automakers have been all too keen on delivering these inexpensive, yet innovative vehicles to the rest of the world. In order to modernize the electric grid, these products must also implement bidirectional charging – that is, charging back to the grid during the peak in order to balance the loads within the electric system.

North American auto makers are having a hard time innovating and growing like their international counterparts, but there is some hope. Ford, for example, has announced an entirely new manufacturing platform which lowers costs and increases range on new models, especially for a new 2027 model pickup truck. Time will only tell whether this is too little, too late, or yet another paradigm shift in the industry.