Chinese EV maker Geely deployed 2.2-megawatt ultra-fast chargers in five Chinese cities within a week of unveiling them, as China\'s industry shifts from peak output competition to rapid commercialization and rollout. Geely plans 15,000 charging sites by end-2027 and says its system splits power between two heads. In the United States, ultra-fast charging rollout is slower, with EVgo\'s 750-kW system delayed to 2027 and Tesla\'s high-output deployments taking years.

Chinese-made cars could enter the U.S. market faster than expected, driven by inflows via Mexico and Canada, Waymo’s adoption of China-built vehicles and price competitiveness. Waymo is importing Zeekr Ohai minivans made in China and fitting autonomous systems in Arizona despite 127.5 percent tariffs. Canada has begun importing up to 50,000 Chinese EVs a year under a new agreement. Executives and analysts cite persistent price gaps as a key factor.