With such a history of Fraud & low quality, most might think Chinese electric cars are banned because of poor safety & unreliability. This shocker might change people's minds Long story short, it looks like we are losing the race .
Big 3 maintain a moderately small but important number of middle class jobs, demand that keeps metal, mining, recycling, plastics at above sustainment levels so they aren’t totally lost and an investment vehicle for money with nowhere to go. Lots of critical domestic infrastructure type industries depend on the auto sector to exist, even if auto isn’t their primary buyer. If auto goes away we will slip down to an African level of finished parts and processed raw materials availability
I'm not sure which of the many races we're losing this one is, but if it's electric cars, I'd say the problem is more demand than supply, and lack of long term government commitment
I guess killing off financial EV encouragement becomes necessary, when a lot of the elements that batteries (& Manufacturing tech) are made out of - are currently (no pun intended) coming from China anyway. CATL powers a third of the world's EVs is now on US blacklist .
Most rare earths are used for everything else. The most critical materials today aren’t in your list dysprosium for example Cannot be extracted for commercial applications in the US by known methods. Certain rare earths are extremely regional and for all practical purposes don’t exist in other places to any meaningful extent. Extraordinarily expensive methods like Our coal ash sources thus far don’t even contain it in any adequate or meaningful volume. Helium is currently hard to source domestically get rid of diprosium and helium and our military shuts down. No chips either
