Anyone out there remember the massive popularity of the Datsun B210 from the 1980s?

Demand was a complete response to the oil shock of the 1970s.

Same thing hold here. Only question is how long the American domestic moat can hold before the proverbial damn breaks.

https://www.reuters.com/world/asia-pacific/some-us-car-buyers-envy-what-they-cannot-have-affordable-chinese-evs-2026-03-23/