DETROIT (AP) — Chinese automakers have been making inroads around the world with growing sales of their high-tech, stylish and affordable electric vehicles. That has had competitors concerned even before Canada this week agreed to cut its tariffs on Chinese EVs in exchange for concessions on Canadian farm products.
Experts now say an easier path into Canada could be a big boost for Chinese carmakers looking to dominate the global market — particularly as their domestic market weakens. That poses a threat to other auto manufacturers, particularly American companies.
U.S. officials acknowledged that in remarks at an assembly plant for Jeep-maker Stellantis in Toledo, Ohio on Friday. Transportation Secretary Sean Duffy said the Chinese Communist Party invests in its auto industry to “control this industry.”
“Why? They want to take over the auto industry. They want to take away these jobs,” Duffy said. As far as the Canadian trade deal, he added: “They will live to regret the day they partner with China and bring in their vehicles.”
Others say the shift is inevitable.
“This is telling us that Chinese automakers continue to be really popular, and are doing better and better, and not just something that’s sold in global markets that are more marginal or less important to U.S. automakers,” said Ilaria Mazzocco, deputy director and senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies.
Chinese-made vehicles are high-quality, stylish and inexpensive, experts say.
“It’s clear that the vehicles made by Chinese brands come at a very competitive cost, but are also technologically quite desirable,” Mazzocco said. “They tend to be connected vehicles, so they have a lot of additional software capabilities that consumers seem to like. But the price point and the competitiveness are really big selling points.”
These vehicles can cost as little as $10,000 to $20,000; in the U.S., new vehicles are running close to $50,000 on average, and EVs even more so.
Chinese companies also have unique advantages as far as auto manufacturing and production, efficiency and making vehicles lighter, which helps extend an electrified vehicle's driving range.
“They’ve found a way to make small and mid-sized cars — cars that people want — at a reasonable price," said Sam Fiorani, vice president at AutoForecast Solutions. "These are the segments where GM and Ford and almost everybody else have abandoned.”
Many automakers have discontinued smaller vehicles in favor of higher-margin, large sport utility vehicles and pickup trucks that are far more profitable.
Much of the global auto market is electrifying, an ideal opportunity for advanced Chinese automakers to capitalize on. China saw 17% growth in plug-in hybrid and electric vehicles in 2025, according to data released by Benchmark Mineral Intelligence this week, and Europe saw a 33% increase.
Meanwhile, U.S. sales of electrified cars grew just 1% last year. As the rest of the world advances, U.S. automakers have weakened their once-ambitious, multibillion dollar electrification plans, instead opting for more efficient hybrid electric and gasoline vehicles amid the Trump administration's shift away from EV-friendly policy.
That shift threatens U.S. automakers’ competitive edge in the coming years. As is, Tesla lost its crown as the world’s bestselling electric vehicle maker last year, delivering only 1.64 million vehicles in 2025 to Chinese rival BYD’s 2.26 million.
Trump administration policy slashing emissions rules at a time when Chinese companies are advancing quickly has experts worried for the future of American car manufacturers.
Chinese automakers will have to meet standards required for the Canadian auto market for the latest trade arrangement to be successful — standards that are similar to those in the U.S. — which is likely to incentivize Chinese auto manufacturing investment in Canada.
They'll also have to establish which segment of the market they are targeting there: Higher-end vehicles, or less-expensive ones that sell at higher volumes.
Regardless, “It brings it home to what is needed to compete globally,” said Mark Wakefield, global automotive market lead at AlixPartners. The firm predicts Chinese brands will account for 30% of the global market by 2030.
“They’ve already started in Europe. They started in South America. Now Mexico and Canada," Wakefield said. American carmakers "don’t want to end up as a Brazil with your ethanol-based cars that aren’t sellable anywhere else in the world and ... like Britain or Australia that used to matter in the auto world, and no longer really matter.”
Countries have attempted to regulate Chinese EVs from entering their markets for several reasons.
“China has become this overwhelming machine making inexpensive vehicles. And the fear is that if you give them an inch, they’re going to take a mile,” Fiorani said. “The other issue is technology. These vehicles are data centers... and the idea that a state-owned company in China could have access to where a high portion of drivers are going gives them leverage for all kinds of outlets.”
The European Union hiked tariffs on Chinese EVs last year, though the two have been resolving that at the start of this year.
In 2024, former President Joe Biden set a 100% tariff on Chinese electric cars. Canada matched that import tax on the vehicles until this week. And even with an annual import cap, Canada cutting its tariffs this week means those companies are another step closer to U.S. soil. The Mexican auto market has welcomed Chinese EVs, with massive growth last year.
“The advance of Chinese manufacturers is inevitable. It will happen eventually. Everybody is negotiating to put up the roadblocks to figure out: What data is being processed, how much market share you’re going to allow Chinese manufacturers to have?" Fiorani added.
"There are a lot of guardrails that have to be put up, but eventually they’re going to make their way into all Western markets.”
Alexa St. John is an Associated Press climate reporter. Follow her on X: @alexa_stjohn. Reach her at ast.john@ap.org.
FILE - Tesla vehicles are displayed at the AutoMobility LA Auto Show, Thursday, Nov. 21, 2024, in Los Angeles. (AP Photo/Damian Dovarganes, File)
FILE - A BYD electric car is on display at the Essen Motor Show in Essen, Germany, Thursday Dec. 4, 2025. (AP Photo/Martin Meissner, File)
WASHINGTON (AP) — Sen. Thom Tillis isn't holding back during his final year in Washington.
“I'm sick of stupid,” the two-term Republican from North Carolina said from the Senate floor recently as he derided President Donald Trump 's advisers for stoking a potential U.S. military takeover in Greenland.
It was just one of several moments during the opening weeks of 2026 when Tillis, who isn't seeking reelection, seemed unconstrained by the anxieties that weigh down many of his GOP colleagues who are loath to cross the White House for fear of triggering a political backlash.
He's one of just two Republicans, along with Alaska Sen. Lisa Murkowski, who participated in a congressional delegation to Denmark this week while Trump threatens to seize Greenland. He was quick to criticize the Justice Department's investigation of Federal Reserve Chairman Jerome Powell. As Trump and his allies try to rewrite the history of the Jan. 6, 2021 riot, Tillis backed the eventual display of a plaque honoring police who defended the Capitol that day.
He has shown particular frustration with Trump's top aides, notably deputy White House chief of staff Stephen Miller.
“I don't want some staffer telling me what my position is on something,” he said after Miller gave a forceful interview on CNN saying Greenland “should be part of the United States.”
“He made comments out of his depth,” Tillis added.
The moves reflect the sense of freedom lawmakers often feel when they know they won't have to face voters again. They've helped attract swarms of reporters who follow Tillis through the halls of Congress as he offers candid thoughts on news of the day. And they've won support from the handful of other Republicans who sometimes cross Trump, including Murkowski, who called out “good speech!” as she passed him in the Capitol following his floor remarks on Greenland.
For the 65-year-old Tillis, who has won elections in one of the most politically competitive states, the approach is notable for the way in which he's pushing back against the White House. He's hardly staking out a position as a never-Trumper and repeatedly — often effusively — expresses support for the president.
Rather, he's targeting much of his criticism at senior White House aides, sometimes raising questions about whether Trump is receiving the best advice at a consequential moment in his presidency as the GOP enters a challenging election year.
“I really want this president to be very, very successful,” Tillis said this week. “And a part of his legacy is going to be based on picking and choosing the right advice from people in his administration.”
Heading into the midterms, Tillis said, “I want to create a better environment for Republicans to win.”
Tillis, who had a challenging childhood involving multiple moves, worked at an accounting and consulting firm before entering politics. He was the speaker of North Carolina's House of Representatives from 2011 to 2015. He said this week that he approaches his concerns from a business perspective.
“Sometimes there's just things that people need to say, ‘not a good idea, not in our best interest, hard to implement,” he said. “I probably should have started by saying that’s what I did in the private sector for about 25 years.”
Beyond Miller, Tillis has raised questions about Homeland Security Secretary Kristi Noem's immediate response to the fatal shooting of Renee Good by an ICE officer in Minneapolis. Hours after the shooting, while an FBI investigation was still unfolding, Noem defended the officer and said Good “attempted to run a law enforcement officer over.”
Speaking to reporters on Capitol Hill the next day, Tillis said he was “surprised by the level of certainty in her comments” and suggested such rhetoric influenced Trump, who was also quick to defend law enforcement.
“She's advising the president so the president's comments had to have come I assume through the advice of the secretary,” he said.
Tillis' balancing act was on particularly vivid display earlier this month on the fifth anniversary of Jan. 6, when he helped broker the deal to publicly show the plaque honoring officers that was held up by House Speaker Mike Johnson. Speaking from the Senate floor, he called the attack “one of the worst days in my 11 years in the U.S. Senate.”
He lauded the staff and U.S. Capitol police who defended lawmakers and helped ensure that Congress ultimately certified Joe Biden as the winner of the 2020 presidential election. But he also struck fiercely partisan tones, blaming Democrats for embracing a movement to defund the police and criticizing media coverage of protests that turned violent during the summer of 2020.
Tillis framed Jan. 6 as a “wonderful stress test for democracy” before arguing that the Biden administration went “overboard” by prosecuting “people who were dumb enough to walk into the building but they weren't the leaders.” He then pivoted to criticism of Trump's sweeping pardons of Jan. 6 defendants, including those who attacked police.
But even then, he didn't directly blame Trump, again focusing on his advisers.
“The president, on the advice of somebody in the White House — and I hope I find out the name of that person — also pardoned criminals who injured police officers and destroyed this building,” Tillis said. “If you had that happen to your office or your business, would you think well they were just a little hotheaded and let them go and not prosecute them? Or would you hold them accountable for destroying the citadel of democracy?”
The White House did not respond to a request for comment on Tillis' assessment of Trump's aides. The senator rejects any suggestion that he's stepped up his criticism because of his impeding retirement, calling the notion “hysterical.”
His relationship with Trump hit a low point last summer when he opposed the president's sweeping tax and spending cuts package. Trump accused Tillis of seeking publicity and said on social media that the senator was a “talker and complainer, NOT A DOER.” Tillis announced his retirement soon after voting against the measure, one of only two Senate Republicans to do so.
Trump has been more sanguine in response to Tillis' more recent comments. Asked this week about the senator's criticism of the Fed probe, Trump said, “That's why Thom's not going to be a senator any longer, I guess.”
“Look, I like Thom Tillis,” Trump said. “But he's not going to be a senator any longer because of views like that.”
Associated Press writer Stephen Groves in Washington contributed to this report.
FILE -Sen. Thom Tillis, R-N.C., speaks during a confirmation hearing for Supreme Court nominee Amy Coney Barrett before the Senate Judiciary Committee, Oct. 13, 2020, on Capitol Hill in Washington. (Sarah Silbiger/Pool via AP, File)
FILE - Wearing a beaded bolo around a pin that says "United States Senate," Sen. Thom Tillis, R-N.C., listens to thanks from members of the Lumbee Tribe of North Carolina, after the passage of a bill granting the tribe with federal recognition, on Capitol Hill, in Washington, Dec. 17, 2025. (AP Photo/Jacquelyn Martin, File)
