Chinese EVs have been flooding into ports around the world for years, but is less visible is the global manufacturing footprint and supply chain. Chinese firms are building country by country. We're facing a situation where companies like BYD from China are becoming essentially the new GM's and Ford's of the EV era, and they're benefiting from scale from building out these global supply chains, from long term investments all around the world.And they will be increasingly difficult to dislodge. Competition a ...