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I'm starting to be a little worried about how much progress Chinese EV companies are making. We'll probably end up regulating them out of having much of an impact in the U.S., but they could take a real bite out of U.S. manufacturers' global car sales. Based on sales trends outside the U.S., other countries don't seem to have as many aversions to EVs as U.S. consumers do (some of which makes sense given how much more spread apart people are here).
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