Summary
China, dominating 50% of the global EV market, is leveraging its rapid electric vehicle (EV) export expansion to reshape global geopolitics.
With Chinese EV brands like BYD spreading worldwide, this transition parallels how U.S. oil dominance defined the 20th century.
As EVs reduce reliance on oil, the U.S.’s geopolitical influence tied to oil diminishes, while China’s role grows.
Widespread adoption of Chinese EVs could shift global alliances, granting China greater economic and political sway as energy independence weakens traditional oil-powered systems of control.
TL;DR: US loves oil and China is sniping all the cheap EV markets.