The new rules, which prohibit the use of Chinese-made battery components in electric vehicles in the United States, limit the position of Chinese companies in the electric vehicle chain in the United States. However, the U.S. EV industry's heavy reliance on China for critical minerals and components makes it difficult for the new rules to achieve their goal of excluding China. Will this move backfire?First of all, China occupies a dominant position in the global electric vehicle industry, and its important position in the ** chain cannot be ignored.
Second, the aggressive policies of the United States may lead to electric vehicles*** not conducive to the development of the domestic electric vehicle ** chain in the United States. Moreover, the move may be part of a complex interaction in the U.S.-China relationship, and the U.S. move may be a response to China's export control measures. So, what impact will this new rule have on the relationship between China and the United States and the development of the electric vehicle industry?We'll see.
The United States has always regarded China as a "threat", not only containing China by means of war against China and decoupling of the first chain, but also anxious when China controls the export of key materials. Yellen, speaking at a lithium plant in North Carolina, even said that the U.S. is vulnerable to disruptions in critical materials, as most of the raw materials are concentrated in China.
She also accused China of over-centralizing key chains in areas such as clean energy, citing the country's so-called "unfair non-market" behavior as part of the blame. However, China has made it clear that it has optimized graphite export controls, canceled temporary controls on some low-sensitive graphite items, and is committed to maintaining the safety and stability of the global industrial chain and chain.
Therefore, the United States' accusation that China may "sabotage" the global ** chain is pure speculation, and if the US takes "retaliatory" measures in response, it will be the culprit of the destruction of the global ** chain. It can be seen that the United States has mixed too many political factors in the development of the new energy vehicle industry, and it is forcibly linked to the best strategic competition.