

we’d have a more competitive and distributed market for these technologies and a lower future dependence on Chinese imports for said technologies.
I don’t see a future where at least one of the two largest populations of educated professionals doesn’t lead the way on electric vehicles. And that really only leaves you with China or India.
You might have a broader distribution or more regionalized production. But there’s no world in which a country with the manufacturing capacity plus the enormous population advantage doesn’t come out on top eventually.
Right now, I can see a chokehold forming on that sector
I don’t see a chokehold on EVs any more than Taiwan has a chokehold on CPUs.
There’s a building comparative advantage, but the global market is enormous. Plenty of room to catch up.
That’s why China has ten competitive major brands right now












Getting under $60/bbl has been a big deal. But a lot of that has just been the economy slowing.