Sign up for our daily briefing

Make your busy days simpler with Axios AM/PM. Catch up on what's new and why it matters in just 5 minutes.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

Catch up on coronavirus stories and special reports, curated by Mike Allen everyday

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Denver news in your inbox

Catch up on the most important stories affecting your hometown with Axios Denver

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Des Moines news in your inbox

Catch up on the most important stories affecting your hometown with Axios Des Moines

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Minneapolis-St. Paul news in your inbox

Catch up on the most important stories affecting your hometown with Axios Twin Cities

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Tampa Bay news in your inbox

Catch up on the most important stories affecting your hometown with Axios Tampa Bay

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Charlotte news in your inbox

Catch up on the most important stories affecting your hometown with Axios Charlotte

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!

Illustration: Aïda Amer/Axios

Many experts say China could be first to deploy autonomous vehicles at scale — and one indicator is how they've already taken the global lead in electric vehicles thanks to government policies and consumer attitudes.

The big picture: Sales of electric cars are growing quickly in China, where consumers are also open to innovations like car-sharing. By loosening regulatory guidelines and swinging open the door to autonomous vehicle testing, China is pulling away from other countries on disruptive new mobility initiatives, a recent study finds.

The details, from German consultancy Roland Berger, which tracks and scores countries on 26 indicators of auto industry disruption:

  • The global shift toward electric vehicles is happening mostly in China, which sold more than 750,000 EVs through October — more than half of EVs sold worldwide.
  • China doubled its EV charging infrastructure over the past year, while putting limits on registrations for gasoline-powered vehicles.
  • It also ended a ban on foreign ownership of EV manufacturers in the country and granted permission for Daimler and BMW to test AVs in Beijing and Shanghai.
  • Meanwhile, Chinese tech companies like Baidu and Huawei are teaming up on new ventures with Western automakers.

Why it matters: If China pursues autonomous vehicle technology as intently as it sought and achieved leadership in electrics, it could be first to see widespread adoption of AVs.

"China will be the first to commercialize at scale simply because the regulators will pave the way with pro-autonomous policies."
— Michael Dunne, president of China automotive consultancy ZoZo Go

It's not just government hands at work. Chinese consumers are also driving the shift in mobility.

  • 75% of Chinese consumers use an app to plan a trip once a week, and 65% said they are interested in buying an electric car — more than three times as many as in the U.S., Roland Berger found.
  • "No other country is as advanced and as open," says Roland Berger.

The results dovetail with other research on global mobility trends. While Americans and Europeans are growing more skeptical about AVs, people in China are more open-minded, according to a new mobility study from Continental, a leading supplier of AV technology.

"Consumers in China are far quicker to accept autonomous vehicles because the car ownership culture in China is a short and shallow 25 years compared with more than a century in the West."  
— Dunne

Yes, but:

  • China's growth is sputtering as trade tensions escalate, which could crush its dreams of dominating AV development.
  • Automakers in the country still need to source some fundamental components from outside of China, such as semiconductor chips and drivetrains, and China lacks cutting-edge battery technology, despite laws that favor domestic producers.
  • The West has a blind spot when it comes to China’s breakneck technological advances, writes Axios' Kaveh Waddell.

Go deeper

Biden unveils "wartime" COVID strategy

Biden signs executive orders on Jan. 21. Photo: Mandel Ngan/AFP via Getty Images

President Biden on Thursday signed a slew of executive orders to address the coronavirus pandemic, including an interstate face mask mandate and an order to renew supplies of PPE, testing materials and vaccines through the Defense Production Act.

Why it matters: The stakes are highest for Biden’s vaccination effort. Several states cannot keep up with demand.

3 hours ago - Politics & Policy

Stalemate over filibuster freezes Congress

Illustration: Sarah Grillo/Axios

Senate Majority Leader Chuck Schumer and Mitch McConnell's inability to quickly strike a deal on a power-sharing agreement in the new 50-50 Congress is slowing down everything from the confirmation of President Biden's nominees to Donald Trump's impeachment trial.

Why it matters: Whatever final stance Schumer takes on the stalemate, which largely comes down to Democrats wanting to use the legislative filibuster as leverage over Republicans, will be a signal of the level of hardball we should expect Democrats to play with Republicans in the new Senate.

Dave Lawler, author of World
3 hours ago - World

Biden opts for five-year extension of New START nuclear treaty with Russia

Putin at a military parade. Photo: Valya Egorshin/NurPhoto via Getty

President Biden will seek a five-year extension of the New START nuclear arms control pact with Russia before it expires on Feb. 5, senior officials told the Washington Post.

Why it matters: The 2010 treaty is the last remaining constraint on the arsenals of the world's two nuclear superpowers, limiting the number of deployed nuclear warheads and the bombers, missiles and submarines which can deliver them.

You’ve caught up. Now what?

Sign up for Mike Allen’s daily Axios AM and PM newsletters to get smarter, faster on the news that matters.

Please enter a valid email.

Please enter a valid email.

Subscription failed
Thank you for subscribing!