[zhdc1]

> I expect the EU will introduce hefty tariffs on Chinese EVs when the local automakers will lobby for it to protect local jobs, but hardcore protectionism long term only ensure your domestic industry lags behind technologically and falls behind globally.

Not sure what the EU’s strategy is here. The impact of Chinese EVs is going to be the same as electrification would have been without them in the first place.

Think about it this way. The EU automotive supply chain was perfectly healthy when US owned manufacturers had a large chunk of market share. Throw on the tariffs, force local production, and everything is good.

Chinese manufacturers will eventually do the same thing. Tesla and Greely have already done it. There are plenty of recent examples of traditional manufacturers doing it as well (Suzuki comes to mind).

The EU automotive industry is still in bad shape. The level of production and employment across the entire supply chain simply isn’t needed for BEVs.