The U.S. Commerce Department has proposed a new rule to ban some Chinese- and Russian-made automotive hardware and software from the U.S., citing national security concerns. The restrictions would focus on connected vehicle technologies, such as internet-connected cameras and GPS, which could be used by foreign adversaries to disrupt public safety. Commerce Secretary Gina Raimondo emphasized the risk posed by foreign access to sensitive car data. The rule, which would impact electric and traditional vehicles, is set to begin in 2026 and could be fully implemented by 2030. The rule could severely hinder Chinese automakers’ access to the U.S., making it unlikely for Chinese EVs to be sold in the U.S. within the next decade.
