By the way, new tariffs hitting import of Chinese EVs to the US hardly would help Tesla or European manufacturers. What those hits are almost destined to do is to push China even closer to Russia in the Kissinger's triangle. Wet Trans-Eurasian dreams of Haushofer and Yosuke Matsuoka are to be made of this.

Sometimes it looks like deliberate provoking of such an outcome, similarly to how FDR had levied export of oil and scrap-metal to Japan in early 1940s, thus laying the greatest part of the yellow brick road to Pearl Harbor. I don’t think, however, that carbon copying his tactics will have brought identical results in the end of global conflict, just like carbon copying Reagan-era oil market policies failed spectacularly against Russia. To give one vital distinction, Germany hadn’t shared the land border with Japan, whereas the shared border of Russia and China, one of the longest in the Eurasia, provides luxury logistics. So new tariffs probably will amount only to quenching some dollars unleashed by the IRA, through absorbing them in the much higher prices of American, European, or Japanese EVs, and that’ll be that.

Here’s a useful tracker of the Green New Deal for current and further reality checks:

https://www.politico.com/interactives/2024/biden-trillion-dollar-spending-tracker/