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BYD’s win, Tesla’s defeat, Ford’s pivot: the widening gap in US

After years of competing head-to-head with China in electric vehicles, the United States is now widely seen as falling behind – a reality increasingly acknowledged even within Detroit. When asked about the topic recently on a podcast, US carmaker Ford’s own CEO said: “There’s no real competition from Tesla, GM or Ford with what we’ve seen from China. It is completely dominating the EV landscape globally and more outside China.” For much of the past decade, the global electric vehicle market was...


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