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Deep & Emerging Tech·July 4, 2026·1 min read

As auto costs rise, will the US miss the golden age of electric vehicles?

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If US EVs stay expensive while Chinese OEMs flood the world with cheap models, the real risk is not just lost unit sales but losing the software and data layer that rides on top of those vehicles. Auto and energy operators should scenario-plan for a world where the dominant EV platform in many markets is foreign and vertically integrated from hardware to app store.