Liam Denning, Columnist

Chinese Cars Are Coming to the US — Like It or Not

February 9, 2026 at 10:30 AM UTC

Liam Denning is a Bloomberg Opinion columnist covering energy. A former banker, he edited the Wall Street Journal’s Heard on the Street column and wrote the Financial Times’s Lex column.

Two for one.
Photographer: Qilai Shen/Bloomberg

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In a world being conquered by China’s auto companies, one redoubt stands out: The US. It deters Chinese companies with sky-high tariffs and a ban on auto software systems developed or controlled by them. It is also the biggest auto market in the world by revenue and one of the most profitable — China’s auto giants would love to find a way in.

Lately, there’s been a drip-drip of signals that they just might.