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While the U.S. lags way behind, the rest of the world is buying electric cars - MarketWatch

1. Global EV sales reach 25%, U.S. lags at 6.8%. 2. China sold 11 million EVs, dominating the market. 3. U.S. EV growth slowed to 10% in 2024. 4. Government support for U.S. EVs is diminishing. 5. Industry executives expect Chinese automakers to enter the U.S. market.

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FAQ

Why Bearish?

Ford is at risk as EV market share declines and competition rises. Historical examples show how Tesla outperformed amid strong market presence.

How important is it?

Diminished government support and increased competition profoundly impact Ford's market strategy.

Why Long Term?

Long-term effects as regulation and market dynamics evolve. Past shifts in U.S. auto policies have lasting market impacts.

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