this post was submitted on 25 Feb 2024
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Electric Vehicles

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Tesla-beating BYD and other Chinese carmakers using Mexico as back door poses ‘extinction-level’ threat to U.S. auto sector, warns trade group (fortune.com)
submitted 8 months ago* (last edited 8 months ago) by [email protected] to c/[email protected]
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China has become a powerhouse in electric vehicles. Its automaker BYD recently topped Tesla in global EV sales, with Elon Musk warning of Chinese carmakers, “If there are no trade barriers established, they will pretty much demolish most other car companies in the world. They’re extremely good.”

On Friday, the Alliance for American Manufacturing sounded the alarm, issuing a report entitled: “On a Collision Course: China’s Existential Threat to America’s Auto Industry and its Route Through Mexico.”

The report, which lists policy recommendations to combat overcapacity and unfair trade practices, notes that BYD is building factories in Thailand and Hungary designed to be regional export hubs. It then adds:

“More alarming, however, are Chinese firms’ heavy spending on plants in Mexico, through which they can access the United States by way of the more favorable tariffs under the United States-Mexico-Canada Agreement (USMCA). This strategy is, in effect, an effort to gain backdoor access to American consumers by circumventing existing policies that are keeping China’s autos out of the U.S. market.”

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[–] [email protected] 6 points 8 months ago (3 children)

I wonder if Range Anxiety is just another flavour of the way we tend to overbuy cars.

"I bought a F150 when a Mirage is better suited because 3 days a year I carry a sheet of plywood" turns into "I paid for a 500km battery pack even though my regular errands are 75km or less because once a year I go on a 400km road trip." Avis exists, you know?

State intervention might have helped-- a standardized, modular battery pack and bootstrapping an exchange network might have given us 10-minute exchanges until charging tech advanced. I notice that people don't seem moved by the newest "charges 75km in 10 minutes" stories, which might also be a failure of marketing-- thry still want the needle on F.

[–] [email protected] 2 points 8 months ago

What are you supposed to do if you need to make like 7 or 8 longer trips a year?

[–] [email protected] 1 points 8 months ago

I went through this a little bit myself. My car has absolutely no utility whatsoever, which makes it a bit awkward as I get into woodworking and other physical hobbies. But the reality is, it costs me less than $100 including gas to rent a uhaul for a day. It's a bit inconvenient that I can't go buy stuff on a whim, but with a little bit of planning it's ridiculously cheaper for me to just rent a uhaul every once in a while rather than buy a new car.

[–] [email protected] -1 points 8 months ago (2 children)

Nobody wants to rent a car when they need to travel long distances. It's a pain in the ass.

[–] [email protected] 4 points 8 months ago* (last edited 8 months ago)

If you get say a Volvo it has about 275 mile range. DC charge time at a fast charger while on a trip takes 26 minutes. So every 200-220 miles you could take a 30 minute lunch / dinner or hotel /etc stop. Car comes in at ~35k. So a 6.5 hour drive would require you to stop half way. Which you would do to get gas either way. Aka driving from Orlando to Atlanta I would stop for lunch and charge, and then get dinner while I was there. Costs to recharge on the road still being slightly less than gas. Then the rest of the year when I need to charge you can plug up at home once a week or so and pay ~$11 dollars to fill up instead of ~$33 dollars.

[–] [email protected] 1 points 8 months ago

I can decall my family doing ut regularly when growing up. The regular family car was a strangely immortal old Toyota with no A/C, and we didn't trust it would make any trip much out of town, so if we wanted to go on a big outing every year or two we'd rent something for a day.

All I recall was how the new Dodge Neons would overheat in fairly short order.