Senators Slotkin and Moreno introduced the Connected Vehicle Security Act last week. Bipartisan, backed by GM and the UAW, Honda expressing support. On the surface this is a big deal. In practice I have seen a lot of legislative energy around Chinese vehicles that never actually closes the door. The real test is what happens with Stellantis and Leapmotor expanding their European manufacturing partnership, because that is the workaround. Chinese-designed, European-assembled, imported without the tariff exposure. If the legislation only covers direct Chinese imports and not Chinese-designed vehicles built offshore, the protection is a lot narrower than the press release suggests. That detail matters a lot for what we are actually protecting.
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