U.S. Carmakers Are Facing Major Competition | Stephen Ezell

Chinese automakers are gaining ground in markets from Europe to Southeast Asia and Latin America. Meanwhile, the Big Three are leaning harder into the large trucks and SUVs that remain highly profitable at home, while reducing their exposure in some overseas markets. The next decade will test how well that home-market strategy holds up.

From inside the U.S. market, the logic makes sense: build what sells and stick with the vehicles that make the most money. But the competitive gap with China runs on more than the price of any single car, making the global contest harder to read from the U.S. market alone.

Stephen Ezell, Executive Vice President for Global Innovation Policy at ITIF, has studied how the global auto industry reached this point. He joins us to explain how far a U.S.-focused strategy can carry the Big Three as Chinese automakers keep gaining ground abroad.
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00:00 – Intro
03:53 – The U.S. “Fortress America” Strategy
06:16 – How China Built Its EV Advantage
10:19 – EV Growth in Developing Markets
12:23 – U.S. and European EV Tariffs
16:29 – China’s Subsidies and Auto Overcapacity
20:56 – Are Chinese EVs Undervalued?
23:38 – Which Automakers Face the Biggest Risk?
24:46 – The Future of the Global Auto Industry
26:24 – Will EVs Replace Gas-Powered Cars?
27:52 – How U.S. Automakers Can Compete
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