Friday 18 September 2026
Dual-speed future for the automotive industry between innovation and nationalism
The global automotive landscape reveals a China advancing decisively, while Europe seems confined to a strategic slowdown, more focused on defense than offense. Beijing is considering sending giants like BYD, Catl, and Xiaomi to Washington not only to assert its industrial power, but to negotiate on tariffs and trade barriers, suggesting that the real approval for electric vehicles lies in political negotiations. Meanwhile, Thailand is putting a spoke in the wheel of imports, discouraging the arrival of foreign EVs with a 30% duty. An obvious signal: the interest is no …
