US Moves to 100% EV Tariffs: Pre-Emptive Containment of China’s Auto Competitiveness
A June 2024 analysis suggests the US decision to raise tariffs on Chinese EVs from 25% to 100% is largely pre-emptive, given China’s small share of US EV imports in 2022–2023. The measure may drive import diversion, invite retaliation, and sharpen tensions between industrial policy objectives and the pace of the green transition.