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US Needs EV Industrial Policy to Counter China

May 6, 2026

2 min read

Key Takeaways

The US needs its own EV industrial policy.
This is to counter China's growing influence.
US dealerships are expanding used-vehicle focus.
New-car prices are averaging over $50,000.

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Strategic Implications

The US may need to develop its own EV industrial policy to remain competitive with China, which could have significant implications for the automotive industry. This suggests a shift in the global automotive landscape, with the US potentially losing ground to China if it does not adapt.

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What Happened

Automotive Industry Faces Growing Competition From China

The US automotive industry is facing growing competition from China, with the need for its own EV industrial policy becoming increasingly apparent. As new-car prices continue to rise, averaging over $50,000, dealerships are expanding their used-vehicle focus. According to Automotive News, the top dealership groups sold more used vehicles in 2025, with Van Horn Auto Group leading the way. This trend is expected to continue, with the US needing to develop a comprehensive EV industrial policy to counter China’s growing influence, as reported by Automotive News.

Source

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