China’s EV export era is a bigger geopolitical move than we usually realize

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This is clear to anyone who follows the global EV market. China’s EV market is much larger than any other EV market (it alone accounts for about 50% of the global EV market), and Chinese EV manufacturers now completely dominate their home market, and these Chinese Some EV manufacturers are currently expanding their business rapidly and are trying to increase sales not only through domestic sales but also through exports. This makes basic business sense. There is a significant technology transition and you have the opportunity to lead it, and we will do our best to grow and expand geographically.

However, that’s not all.

The 1900s was the century of oil and coal. Fossil fuels enabled a new kind of growth, a new era of development that built the modern world. However, they didn’t just physically shape our world. They shaped our world geopolitically.

The United States became the world’s largest economy for a variety of reasons. There was unparalleled innovation and invention. There were several “world wars” in which we played an important role. There was Hollywood, and it’s probably still underappreciated in terms of how much of an impact it had on the world. And we played a leading role in the extraction, use and export of oil. But that’s not all. Our military has spread around the world to protect our oil interests, to protect the oil interests of others, and to impress others with our authority and dominance in a variety of ways.

Chinese EV makers are increasingly exporting their electric vehicles around the world, but this is just a business move to grab market share everywhere from Ethiopia to Panama to Colombia to New Zealand to Indonesia. It’s not a movement. Yes, that is certainly what drives individual companies. But from the perspective of the country’s leaders, there is much more at play. As U.S. control over the oil industry and the oil-powered automobile industry weakens, or should we say the oil industry becomes less important and influential around the world, there will be far less respect for U.S. wishes, and the U.S. Respect for the wishes of the people will also be further diminished. Moreover, they don’t even care or listen to the intentions of the United States. Chinese companies will become increasingly popular and important, and people will become increasingly energy independent. When the time comes to look to economic and political giants for guidance, favor, and alliances of all kinds, the United States is more forgotten than before, and China is more top of mind and priority than before. will be done. past. China will increasingly dominate the world geopolitically by 2020, as US oil becomes less and less important.

With BYD outlets in cities all over the world, from Nairobi to São Paulo to Santiago to Chiang Mai to Wellington to Perth to Paris to London, if no one cares what the price of oil is, China is expected to play an even greater role. all over the world than today. The 1900s may have been the era of the United States, but the 2000s will certainly be the era of China.