RE: Why America Hit the Brakes on Electric Cars

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The policy reversal creates an interesting market dynamics question. While China's vertical integration of battery supply chains gave them cost advantages regardless of subsidies, the US relied heavily on tax incentives to offset higher production costs. The real competitive gap isn't just policy—it's industrial infrastructure. Do you think state-level incentives can meaningfully fill this void, or is the manufacturing advantage already too entrenched elsewhere?



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