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An expansion of Tesla Inc.’s plant in Shanghai has been delayed over data concerns that risk putting a roadblock in the way of the U.S. EV maker’s ambition to keep growing in China.

Thanks primarily to Tesla and GM, U.S.-made EVs are dominating the U.S. market, Experian registration data shows. New tax incentives will accelerate the trend and bring an influx of battery plants to North America.

The move marks a strategy shift for Porsche, which had previously been reluctant to use Google software because Google asked for too much data to be shared.