The main point is that BYD is an existential threat to Germany and Japan. Per Wikipedia (List of countries by exports + List of countries by vehicle exports, latest available data):

- US: ~$144B vehicle exports / ~$3.23T total exports → ~4.5% - Germany: ~$280B / ~$1.99T → ~14% - Japan: ~$151B / ~$922B → ~16%

Even if you treat US states as separate 'countries' and balloon the US export denominator further, the ratio doesn't move into the same league. Autos are roughly 3x more important to Germany and ~3.5x more important to Japan as a share of foreign-earned revenue than they are to the US.

BYD taking the US auto export share is an inconvenience for a few states. BYD taking Germany's or Japan's is regime-altering for the whole national economy.

https://en.wikipedia.org/wiki/List_of_countries_by_vehicle_e... https://en.wikipedia.org/wiki/List_of_countries_by_exports