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this post was submitted on 20 Feb 2024
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The geopolitical calculus here is about manufacturing.
If China owns EV production lines, that gives them the drone advantage in the next war, as the Li-ion battery is the hard thing to make in a drone.
If USA has EV lines, even if it's more expensive, we have the resources to make drones as well. (Or Li-ion batteries in other useful weapons).
Ceeding the military advantage to the Chinese for some cheap consumer goods is a bad tradeoff, especially as China is building a Navy to fight us in Taiwan.