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The IEA states 45 million EVs are needed by 2030 to meet climate goals. China's 2024 EV output is 10 million, just 22 percent of the target. Even with rapid growth, "overcapacity" by 2030 seems unlikely.
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It's very, very hard for Western companies to catch up with Chinese companies. That's why they push their governments or they lobby their governments to place trade barriers, restrictions, sanctions on Chinese companies.
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