If there is one race I would happily lose, it’s the grand EV race. Let China have it—root, stem, branches, and the whole sickly orchard. The niches where electric vehicles actually make sense have already been picked clean. They’re done. Saturated. There’s a glut of producers elbowing each other for a market that isn’t anywhere near as massive as the evangelists pretend.
Anything larger than a single-seater city zipper becomes an exercise in engineering self-harm. And we’ve all witnessed what happens when subsidies are merely trimmed—not even abolished. Sales don’t decline; they plummet with the grace of someone swan-diving off the Burj Khalifa without a parachute. Imagine what happens when EVs are treated like every other vehicle: no perks, no subsidies, no artificial privileges. Add in a proper accounting for the increased road wear from their ludicrous weight and the delightful little fire hazard they pose in densely packed cities. That should show up in insurance premiums, if we still lived in a world where actuarial math mattered.At that point it’s game over. Curtains. The illusion evaporates. Better to bow out now and leave the entire mess to China. They seem to enjoy collecting industrial dead ends; this one should fit nicely on the shelf next to the others.
https://thehill.com/opinion/technology/5589471-us-lags-china-evs/