Headlines claimed China's EV sales were slumping, but SCSP's analysis found the real drop was closer to 10%, not the dramatic declines being reported. And even at that, China's EV sales still outpace the next biggest competitor to the US by 10x. The real story: as China's domestic EV market shows early signs of saturation, manufacturers are shifting overcapacity overseas — and Chinese EV exports are exploding as a result. The "nothing to see here" messaging may be buying time while Chinese EV makers penetrate foreign markets. #EVs #China #NationalSecurity #Shorts