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Notes -
One aspect worth considering is the extent to which Chinese companies want to compete in the US (and other Western car markets).
And by "compete" I mean really go for the jugular and sell their 10k electric car for 10k (+ the extra you probably have to pay to dealers and the like compared to third-world markets).
I buy a lot of Chinese tech, because their extremely lax attitude towards copyright means you'll generally get all the bells and whistles of the good Western stuff but at a fraction of the cost. Except that this is only true if you buy in China or ship through AliExpress. As soon as Chinese manufacturers enter into Western markets directly, they immediately slap a big premium onto their products, far more than could be explained by local regulation or supply chain costs. BYD have started selling cars in Europe, and when I saw I immediately went to their website to see how competitive their cars would be... and the prices aren't competitive at all, coming in 2-3x the local Chinese price and offering little over Western EV prices.
As long as Chinese producers see the West as just a cash cow rather than a market to really dominate, Western manufacturers will be ok.
That might be the goal. Make a good profit, but don’t damage/humiliate western car makers to the extent that they kick you out or slap on tariffs.
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