Senator: Trump May Open US to Chinese EVs in Xi Deal
Senator Elissa Slotkin warned publicly that the Trump administration may be offering to lift Section 301 tariffs on Chinese-made EVs as a concession in bilateral trade negotiations with President Xi — a move that would fundamentally alter the economics of the US auto market.
- No formal agreement announced; Slotkin cited intelligence briefings and trade officials' private communications as her basis
- Current tariffs make Chinese EVs non-competitive at US retail; BYD and SAIC have market-ready products waiting on policy clearance
- Any tariff removal would bypass Congress and take effect by executive action under existing Trade Act authority