The Cost of Pulling Back from China in the EV Transition

China has rapidly become the center of global EV innovation, producing cars that are cheaper, faster to develop, and increasingly competitive in international markets. The United States, by contrast, is pulling back, eliminating incentives and pursuing policies that distance the country from China just as the global EV transition accelerates.

George Washington University’s John Helveston, whose work focuses on global EV markets and China’s manufacturing system, argues that this course risks sidelining the U.S. from the technologies and supply chains shaping the automotive future. On the podcast, he explains why a more pragmatic approach that protects national security and workers while engaging with China’s central role in the EV ecosystem may be essential for America’s long-term position in the global auto industry.

guest

John Helveston

Associated Professor, George Washington University

John Helveston is an associate professor in the department of engineering management and systems engineering at George Washington University.

host

Andy Stone

Energy Policy Now Host and Producer

Andy Stone is producer and host of Energy Policy Now, the Kleinman Center’s podcast series. He previously worked in business planning with PJM Interconnection and was a senior energy reporter at Forbes Magazine.