Tell Congress to defend America’s vital EV and battery industries!

Sales of internal combustion engine cars in China, the world’s largest car market, peaked in 2017, driving the subsequent global peak in sales of internal combustion engine cars one year later in 2018. Fully electric and hybrid electric cars combined are projected to provide over 50% of all car sales in China in 2025 (this year!) and cross 90% by 2034.

China is exporting this technological revolution to the world. EV-related spending accounted for 24.6% of China’s foreign direct investment (FDI) in 2024, up from just 0.8% in 2017, with Chinese companies spending over $143 billion on EV FDI from 2014 through Q2 2025. That’s just “building EV factories in other countries” spending, not counting all the EV factories in China and the cars they export to much of the rest of the world!

Electric vehicle exports from China doubled from September 2024 to September 2025, reaching 222,000 cars per month. Leading Chinese carmaker BYD reported that its UK sales rose 880% year-on-year. And China’s EVs are becoming more technologically sophisticated as well as cheaper and more numerous.

China’s EV behemoths are increasingly making all-electric heavy-duty trucks. In the first half of 2025, electric vehicles accounted for 22% of the heavy-duty truck market in China (the world’s largest truck market), compared to 1% or less in the EU, USA, and India. EV trucks are now cheaper to operate than diesel models. Many use battery-swapping for fast power-ups on long haul routes. China’s XCMG makes all-electric mining hauler trucks that weigh 240-tons and have 2,550 horsepower, and they’re already exporting them to Australia’s mines by the hundreds.

Chinese company Neolix has deployed over 10,000 autonomous driverless freight-delivery RoboVans with 1,200 in the city of Qingdao alone. They’re now the first company ever to have 10K driverless vehicles on the road (America’s Waymo just crossed 2K). Neolix is rapidly deploying in more cities and countries, and the RoboVans are reportedly now 20-30% cheaper than most commercial vehicles! Neolix claims that their factory in Changzhou, Jiangsu Province is now the world’s first mass manufacturing line producing Level 4 autonomous vehicles, and that they can now build 2,000 units per month. Of course, these RoboVans are fully electric as well.

Electric motors are now economically competitive in every established field of land travel (and several emerging ones). China is building a technologically and economically dominant position at the lead of humanity’s transportation manufacturing industries.

Yet at this crucial moment, America is attacking its own innovation-supporting culture and industries. The disastrous OBBBA budget canceled demand-stimulating electric vehicle tax credits. The president’s legally dubious tariffs are deindustrializing America, with investments rolled back and layoffs multiplying. Out-of-control immigration agents literally put EV battery engineers in chains during a raid at the Hyundai EV factory in Georgia! Some U.S. battery companies are managing to survive, often with support at the state level, but what it amounts to is that America is slowing down and self-harming while China keeps speeding up. It’s as if we had responded to the USSR’s Sputnik launch by destroying our own rockets and deporting rocket scientists instead of founding NASA and building the Apollo Program. Congress must step in to forcibly restore a baseline level of sanity for strategically vital clean energy industries.

Tell Congress to defend America’s vital EV and battery industries!