Your focus on the JVs missed the point that the Chinese JV partners are not the competitive ones in EV. These are state enterprises widely ridiculed in China fo

Your focus on the JVs missed the point that the Chinese JV partners are not the competitive ones in EV. These are state enterprises widely ridiculed in China for clinging to the fat margins of ice cars, getting played by their Western partners with false hopes of technology transfer and now begging for mercy from their ev competitors. They are just as threatened as their Western partners and funnily enough, any measure to protect them from extinction would in turn benefit their Western partners. Look up Byd's new hybrid dm5.0 tech. These, not pure EVs, will likely be the game enders for ice cars in China.