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EV Cold War: Beijing Wary of US Access to Chinese EV Tech

KS

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Beijing is slowing approvals for Chinese automakers Geely and BYD to advance new production projects in Latin America, as concerns grow that US trade tensions could expose sensitive electric vehicle (EV) technologies to American rivals, according to sources familiar with the matter.

The delays come at a time when the US-China trade landscape faces renewed uncertainty, with tariffs once again emerging as a central flashpoint — particularly under the prospect of former President Donald Trump returning to office and reviving his hardline tariff policies.

People close to the discussions said China’s state planner, the National Development and Reform Commission (NDRC), has raised red flags over potential “technology transfer risks” linked to the projects, without offering detailed explanations.

The concerns appear to stem from the proximity of some planned facilities to the U.S. market, raising the possibility that proprietary EV innovations could leak across borders.

Industry association representatives have also warned Chinese carmakers in private that the shifting global trade climate — especially the risk of escalating U.S. tariffs — could erode the financial rationale for these overseas investments, particularly in Latin America, a region seen as strategically close to the United States.


The-first-phase-of-the-EV-assembly-plant-plans-to-have-a-capacity-of-20,000-units-per-annum.jpg


The scrutiny reflects Beijing’s growing sensitivity to the risks associated with exporting its EV expertise at a time when its homegrown brands — especially BYD, Geely, and Nio — are rapidly challenging legacy automakers on global markets.

In March, the Financial Times reported that China was holding back approval for BYD’s planned plant in Mexico over fears that its EV technologies could end up in U.S. hands.

Despite the regulatory caution, both Geely and BYD have pushed ahead with their international brand presence with Geely showcasing its EX5 for the Brazilian market, slated for launch in July.


Geely-EX5-TIME2024-(2).jpg


BYD, meanwhile, has been steadily expanding its overseas manufacturing network in Hungary, Thailand, Uzbekistan, Mexico and Brazil as it reduces reliance on exports from China, which remain vulnerable to European and American tariffs.

The unfolding situation highlights the geopolitical crosscurrents shaping the future of the global EV industry in the midst of the “tariff war” as overseas expansion is weighed against the strategic risks of allowing its core automotive technologies to slip beyond its control.


Source: FMT

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Written By

KS

More then half his life spend being obsessed with all thing go-fast, performance and automotive only to find out he's actually Captain Slow behind the wheels...oh well! https://www.linkedin.com/in/kumeran-sagathevan/

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JPJ Running Numbers

KUALA LUMPUR

VPM1071

SELANGOR

BSG6573

JOHOR

JYE3198

PULAU PINANG

PRS8950

PERAK

ANY5049

PAHANG

CFC9244

KEDAH

KGB5801

NEGERI SEMBILAN

NEG5976

KOTA KINABALU

SJL9999*

KUCHING

QAB7930L

Last updated 31 Jul, 2025

Fuel Price

Petrol

RON 95

RM 2.05

RON 97

RM 3.17

-0.04

RON 100

RM 5.00

VPR

RM 6.23

Diesel

EURO 5 B10

RM 2.91

EURO 5 B7

RM 3.11

Last updated 31 Jul, 2025

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