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The Race to Remake the U.S. Auto Market
The Wall Street Journal ^ | Nov. 8, 2026 1:35 pm ET | Andy Kessler

Posted on 11/08/2026 10:44:17 AM PST by E. Pluribus Unum

Will Chinese cars, autonomous cars or click-to-buy cars win in the next decade?

You know the 80/20 rule, but I prefer 20/80. I’ve noticed that in the consumer-technology world, if something gets to 20% market share, it will likely get to 80%—think of VHS players, CDs, PCs, smartphones. A lively lunchtime discussion with Quin Garcia from Autotech Ventures turned into a friendly bet over which would happen first: Chinese automakers capture 20% of U.S. car sales, or fully autonomous vehicles account for 20% of cars shipped each year.

Mr. Garcia makes the case for Chinese cars: “Almost 20% of cars sold in Mexico last year were built in China. In Israel and Hong Kong, Chinese brands are well past that.” In Europe, as of September, Chinese cars had a nearly 15% market share. He thought Americans traveling abroad, and those who lived near the border, would see Chinese-made BYD (Build Your Dream) and Chery cars and want one.

I’m skeptical. I’m all for free trade, including autos, but the politics are ugly. Both political parties love tariffs. Donald Trump 1.0 imposed 27.5% tariffs on Chinese electric vehicles. Joe Biden raised the Section 301 tariff to 100%, citing the need “to protect American workers and businesses.” More like to protect Detroit and the United Auto Workers, at the expense of every other American not being allowed to buy inexpensive cars. In China, an electric BYD Seagull with five-minute flash-charging costs $9,500. I’d buy one.

I suspect Donald Trump, who kept the 100% blocking auto tariffs for Trump 2.0, would encourage China to build factories in America. “If Chinese brands reach 20% here,” Mr. Garcia says, “most of those cars will be built in American plants.” But other rules would need to change. Data-security concerns stop China from selling connected “smart cars...”

(Excerpt) Read more at wsj.com ...


TOPICS: Business/Economy
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1 posted on 11/08/2026 10:44:17 AM PST by E. Pluribus Unum
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To: E. Pluribus Unum

Make China more powerful and economically the number one country in the world? Why would we do that.....or why do we continually do it for the past 30 plus years?


2 posted on 11/08/2026 10:54:27 AM PST by john drake (Lucius Accius-Roman,170 BC - "oderint dum metuant" translated "Let them hate so long as they fear")
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To: john drake

I expect the Democrats to subsidize exactly that effort.


3 posted on 11/08/2026 11:12:36 AM PST by ClearCase_guy (Some people want to control their own life, others want to control the lives of others. )
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To: E. Pluribus Unum
He thought Americans traveling abroad, and those who lived near the border, would see Chinese-made BYD (Build Your Dream) and Chery cars and want one.

Nope! Keep that junk out of the USA. Flimsy sub-standard steel. Rubber insulation that rots within a year. Suspension parts that crack and break within a year. They don't hold up in a crash. Lots of reports out of China about these cars failing.

4 posted on 11/08/2026 11:17:39 AM PST by roadcat ( )
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To: E. Pluribus Unum

How about this?

https://www.youtube.com/watch?v=e3TpLpDxaB0


5 posted on 11/08/2026 11:30:02 AM PST by alternatives?
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To: roadcat

I full intend to order a V-8 SUV in 2028. It will not have a turbo or the stupid start/stop “feature”. I will drive this car until it disintegrates. This car will probably be illegal to build in 2029.


6 posted on 11/08/2026 11:35:32 AM PST by gibsonguy
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To: All

They need to deregulate American auto industry to a certain degree . They put too much stuff into cars that a lot of people don’t want or need and I could do without the spyware
That could help with affordability…oh wait Dems don’t care


7 posted on 11/08/2026 11:36:11 AM PST by escapefromboston (Peace, commerce and honest friendship with all nations, entangling alliances with none.)
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To: E. Pluribus Unum

Democrats will force all tariffs to be rolled back, freeing up the market to be flooded with cheaper Chinese cars, further destroying our auto industry.


8 posted on 11/08/2026 11:40:37 AM PST by Aut Pax Aut Bellum (It is almost time for Good Men to do bad things. )
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To: E. Pluribus Unum

General Motors is now Islamic Controlled.


9 posted on 11/08/2026 11:44:38 AM PST by EC Washington
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To: EC Washington

Go backwards...no electric windows...a little side window....key hole to open trunk...


10 posted on 11/08/2026 12:00:16 PM PST by Sacajaweau
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To: E. Pluribus Unum

I will get a chinese car about the same time I am in the market for a UAW built pos.

IOW, never.


11 posted on 11/08/2026 12:02:24 PM PST by doorgunner69
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To: EC Washington

No problem, well never buy government motors junk.


12 posted on 11/08/2026 12:03:25 PM PST by doorgunner69
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To: E. Pluribus Unum

NO. Most of the Chinese auto industry is OWNED by the Chinese Government. The money from those cars goes directly to the CCP and the PLA. Plus all of the high tech components answer directly to Beijing. Not the same as Korea and Japan.


13 posted on 11/08/2026 12:08:35 PM PST by kaktuskid
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To: Sacajaweau

And STRAIGHT BENCH seats!


14 posted on 11/08/2026 12:14:02 PM PST by Dr. Sivana ("Whatsoever he shall say to you, do ye." (John 2:5))
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To: Dr. Sivana

Yes. Bench seats.


15 posted on 11/08/2026 12:16:48 PM PST by MayflowerMadam (In the end, we will remember not the words of our enemies, but the silence of our friends.)
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To: Sacajaweau

Classic muscle cars, please!


16 posted on 11/08/2026 12:18:14 PM PST by MayflowerMadam (In the end, we will remember not the words of our enemies, but the silence of our friends.)
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To: Dr. Sivana

Don’t need that auto brake thing either. I made them disconnect mine. Learn to drive...


17 posted on 11/08/2026 12:50:00 PM PST by Sacajaweau
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To: MayflowerMadam

How I wish I still had my Monte...


18 posted on 11/08/2026 12:50:55 PM PST by Sacajaweau
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To: E. Pluribus Unum

We rented a Chinese made van while in Costa Rica a while back. It was supposed to hold 9 passengers. There were 8 of us. It was dangerous to drive. During hard braking, the brakes would overheat and fade. It was grossly underpowered. It was a relief to turn the piece of junk in.


19 posted on 11/08/2026 1:17:50 PM PST by JeepersFreepers (The heart of the wise inclines to the right but the heart of the fool to the left. (Eccl 10:2 NIV))
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To: roadcat

Unfortunately current American cars are also utter garbage, and basically data collection machines for insurance companies, the feral government and the manufacturers. And don’t get me started on the mandated kill switch that is a full time surveillance system. All to keep us “safe” of course.


20 posted on 11/08/2026 3:28:55 PM PST by allblues
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