Alliance for Automotive Innovation

So if a Chinese entity owns even 15% of the company providing the tech, it's banned.

And if you look at the lobbying efforts, Detroit's own trade group, the Alliance for Automotive Innovation, actually lobbied Congress in September 2026 to pass this permanent ban before they adjourned.

They want the wall.

They are actively begging the federal government to bolt the backdoor shut.

More registrations don't necessarily mean EVs are taking a larger slice of the car market.

The Alliance for Automotive Innovation's latest Get Connected report put EVs at a 7.9% share.

in Q2 in the United States.

California's EV share, well, that's 21%.

But the administration said that statutes do not allow it to take into account the availability of alternate fuel technology, such as lithium batteries, in setting those standards.

The Alliance for Automotive Innovation, a lobbying group representing the full auto industry, including General Motors, Ford, Stellantis, Toyota, and others, said it was reviewing the rules but that the NHTSA made the right call noting the new rule will better align fuel economy standards with the law and current market conditions.

Ford Motor Company spokesman Robin Jackson said the company also appreciated Duffy and the administration's work to align regulations with market realities.

And now in the money issue, we can look at the 50 states and their highlights for this week.

There's talk from the administration, "Well, hey, if they build f- plants here and build the vehicles here, then perhaps we should let them in." Um-

I mean, look at this other article that's in Automotive News today, "Why Chinese brands could capture 14% of U.S. market share in five years," and you can see here the CEO and president of the Alliance for Automotive Innovation sent a letter to lawmakers urging a permanent ban of Chinese cars from the American market.

That would be the way to actually solve the affordability crisis in America.

I'm not saying that's not without potential implications-

But the industry is broadly opposed to it.

The Alliance for Automotive Innovation, the National Automobile Dealers Association and other trade groups have jointly sent a letter to the White House beseeching the administration to keep out Chinese cars and even Chinese factories.

Martin, is the best scenario for this meeting that nothing gets said about the auto industry?

I think it's almost impossible to avoid.

California started its My First EV rebate program in August, and 13 major automakers confirmed plans to participate in California's new $3,500 instant rebate program for new EV buyers in the state.

California accounted for nearly 20% of all those sales in the first half of this year, according to the Alliance for Automotive Innovation, which lobbies in Washington for most major carmakers.

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