automakers with an existing presence in those countries will have to compete. Unless “traditional” automakers want these Chinese upstarts to eat their lunch, they will have to become more creative and dynamic. Think better range, improved interiors – all the things.


There is some danger of being stuck with a car without support, though, because there will be a wave of consolidation in the Chinese EV space soon. There are far too many players and a lot of them will fail. But anything from BYD, SAIC or Geely should be reasonably safe.