[shlant]

I think you may be confused about what you're responding to. As far as I understand, they are talking about ICE vehicles, not EVs:

"China has a much larger problem with unsellable ICE vehicles which don't meet the new emission standards they're about to introduce."

[jbarham]

Thanks, my mistake! I did misread it as China having a surplus of EV cars instead of ICE cars. Either way Africa is a tough market. But I think my point about a stable electric grid as a prerequisite for EV take-up still stands.