Summary
China, dominating 50% of the global EV market, is leveraging its rapid electric vehicle (EV) export expansion to reshape global geopolitics.
With Chinese EV brands like BYD spreading worldwide, this transition parallels how U.S. oil dominance defined the 20th century.
As EVs reduce reliance on oil, the U.S.’s geopolitical influence tied to oil diminishes, while China’s role grows.
Widespread adoption of Chinese EVs could shift global alliances, granting China greater economic and political sway as energy independence weakens traditional oil-powered systems of control.
That conclusion is no surprise. It’s exactly what the Chinese said they were going to do and they’ve been loyally following the plan. They’ve been using the inherent weakness of market systems against itself. Of course other car makers and governments are terrified as they have to do the unthinkable and abandon shareholders and short term profits and strip more freedom from the free market.