You can see the political groundwork being laid here.
https://homeland.house.gov/2025/05/21/homeland-republicans-p...
If these concerns are so pressing, why do we allow any electronics at all from China?
It smells like air cover for a de-facto ban on BYD. To force US consumers to buy from politically blessed car makers instead of letting us choose the highest quality car available (at a given price point).
BYD keeps performing well in the rest of the world. If we hold US consumers hostage to prop up companies like Tesla, we risk allowing them to stagnate.
Today it’s “everyone can do this but we can’t”
And always used diplomacy and superpower status to push other countries into buying more american.
Let me tell you a highly stylized version of the American story.
In the beginning, there was a startup called the United States, which we’ll refer to by its stock-ticker symbol, USA. It was young, scrappy, and hungry and needed to figure out how to deliver value to its citizens users.
So it did a bunch of things: It created a central bank. It expanded its territory. It established mass communications (the postal service) and roads and public education. Eventually, it took the painful step of expunging slavery.
This startup grew in size and productivity and market cap. Its user base became enormous. After about 160 years, USA became the biggest company on the planet, at which point it achieved a bunch of important network effects. Because USA benefited from free trade, it developed a military that could enforce a globalized system of free trade. Capital—both human and financial—flowed into USA. People—both users and clients4—loved USA. And for another 70 years it delivered good results for both. Its stock couldn’t have been higher.
But then USA went down the road toward enshittification...
https://www.thebulwark.com/p/the-enshittified-states-of-amer...I don't think we get to be stagnant and fend off Chinese industrial hegemony. It's not a symmetric bet.
Chinese cars don't exist in the US because of laws specifically designed to prevent their sale here. The tariff for Chinese EVs was increased to 100% a couple of years ago when it was rumored that BYD was going to move to the US market. And currently, there is a bill circulating to ban them entirely.
Whatever the stated reasons are is one thing.
The biggest issue is that a network of BYDs in the US would be a massive intelligence coup.
It will never be permitted unless the intelligence aspect is addressed… if it can be.
The patterns of aggressively tariffing foreign automakers for protectionism in the US long pre-dates any sort electronics in cars.
Lobbying forces in the US care deeply about the latter, not so much the former.