While the EU continues high-level negotiations with China on EV tariffs, and the US braces for President Trump’s sweeping tariff agenda, two other Western countries have struck a very different note – Australia and the UK. In Australia’s case, the Chinese share of its EV market has risen from two-thirds in 2022, to over 80% for the past two years – coming to 200,000 units in 2023. We’re about to see a divergence sharpen between OECD countries – with US EV sales gutted by both tariffs and cuts to incentives such as the IRA’s sales tax credit, Canada also announcing a 100% tariff, while the EU’s tariffs, not yet implemented, may come in at a still steep 40%. In contrast,…