China's state-subsidized overproduction will bankrupt Western automakers and hollow out the US industrial base.
Pervasive Chinese cellular modules in vehicles create a critical vulnerability for mass surveillance and remote disabling of transportation.
The US is repeating its past mistakes (e.g., Huawei in telecom) by allowing a strategic adversary to become deeply embedded in critical infrastructure.
China may use Mexico as a 'back door' to circumvent tariffs and flood the North American market.
Opportunities Identified
Rebuild the US automotive industry and its supply chains through strategic investment and industrial policy.
Codify and expand connected vehicle regulations to create a secure market for trusted technology vendors.
Strengthen North American economic integration via the USMCA to create a resilient 'fortress' against Chinese economic coercion.
Lead in the development of next-generation autonomous and EV technology built on secure, American-made foundations.