Atlantic Trade Realignment Is Reshaping EV Supply Chains and Bypassing the United States
Chinese EV makers and their suppliers are deliberately localizing production across Europe, Latin America and parts of Africa, knitting shorter, Atlantic-centered supply corridors that cut logistics costs and expand regional manufacturing. That reorientation compounds China’s upstream scale advantages and poses a policy challenge for the U.S., which risks losing leverage in clean-technology standards and high-value production unless it coordinates industrial policy, skills investment and targeted incentives.
