As an American, I'm going to be really sad when we miss this transition. Maybe there's still time?
Any long terms Europe BYD owners? How is the build quality of their export vehicles?
Anyone know if it's NACS or a proprietary connector?
> The automaker has built over 5,700 Flash Charging stations in China in about a year, and as we reported earlier today, it is now deploying 2.4 times more charging power per month than Tesla adds to its Supercharger network.
Glad to hear this!
I read an article recently that said something along the lines of “China is pausing on the idea of a BYD Mexico factory over fears of US stealing their technology.”
Isn’t it ironic? Don’t ya think?
Update: link to the article I was reading: https://electrek.co/2025/03/19/chinese-authorities-delay-app...
This will be a logistical challenge for the grid but absolutely fantastic for BYD owners in particular.
> it is now deploying 2.4 times more charging power per month than Tesla adds to its Supercharger network
And this is fantastic for EV owners in general, assuming the charging network is open to all.
> In short, BYD isn’t just shipping cars to Canada – it’s planning to build and operate its own charging infrastructure
They're mastering the "don't build on someone else's foundation" philosophy. Vertical integration is a very powerful tool.
Does anyone know if they have looked at how charging quickly impacts the longevity of the battery? Can the cells be damaged by the rapid increase in temperature and current?
Also to Europe.
There is a huge startup opportunity, steal this idea:
US Governement doesn't allow BYD imports
BUT you can lease a car from Canada for a year in US
So lease BYD a year at a time with Canadian plates, etc. to US drivers
So if China attacks Taiwan and NATO intervenes, how Canada will ensure BYD will not remotely brick the charging infrastructure or will not make cars suddenly speed up and crash into oncoming traffic?
I'm against BYD factories unless car parts shipped from china are not heavily tariffed. You don't want to allow them to ship entire kits from china to final assemble in Europe. You want them to buy from providers in Europe. Otherwise I'm in favor of massive tariffs on their cars to avoid dumping.
BYD's America containment policy to make Americans drool with jealousy. America will still be home to boring vanilla EVs that looked like it was stuck in the 2010s. BYD has a better chance of entering US market by offering tribute to Trump & Co over an inflexible protectionist / labor union friendly Democratic party.
This is bold considering the uncertainty in the Canadian market right now.
For those not familiar with the situation...
Before Trump 2.0:
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The auto sectors of Canada, U.S. and Mexico were highly integrated with parts and vehicles crossing the border at scale. There wasn't much EV production and the NA auto sector probably wasn't up to competing with the Chinese auto sector on prices, but there were steep tariffs keeping Chinese vehicles out of NA markets and many foreign ones too. The highly integrated nature of the sector was seen, by most, as a competitive advantage.
Trump 2.0:
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Trump wanted vehicles to be manufactured in the U.S., not Canada or Mexico. Because... reasons. He slapped sectoral tariffs (that violate CUSMA/USMCA/T-MEC) on cars and parts from Mexico and Canada. His desire seems to be to cut Canada and Mexico out of the NA auto supply chain but somehow still force Canada and Mexico to buy only American, while maintaining tariffs on Chinese autos. It's not exactly easy or quick to just pick up an auto plant and move it, nor is it clear that being inside the U.S. tariff wall is better than being outside of it. These tariffs have mostly just caused the NA auto sector to become really uncompetitive right when people are starting to notice that Chinese autos are offering a lot more bang for the buck.
Canada responds:
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Canada now allows in 49,000 autos to enter the country without facing the former 100% tariff rate. This was in exchange for China lifting tariffs on some Canola products. That's a small fraction of the Canadian auto market, but it's also 49,000 cars that won't be from the U.S. (or Canada). This prompted Trump to suggest that China will not allow Canada to play ice hockey anymore[1]... Hockey aside, this move has sent a message. If Trump does succeed in completely strangling the Canadian auto sector, why would Canada continue to give U.S. autos preferential access to their largest export market?
The uncertainty going forward:
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Is China's foothold in the Canadian market secure? Is it a bargaining chip that might be traded away, or is it permanent? Are trade talks between Canada, the U.S., and Mexico going to go so poorly that the 49,000 number gets upped significantly? China's response to this door cracking open is, evidently, to ram their foot in as fast as they can. A new EV brand or two would likely not make a huge impact in Canada, but a new rapid charging network might make itself indispensable in very short order. It's not like the U.S. has a response for this. Their main EV brand, Tesla, is poison in Canada because of Musk's links to Trump.
[1]https://globalnews.ca/video/11645943/trump-warns-canada-that...
Is “flash” the blinding light the car makes when it bursts into flames?
Seems like a good plan. Canada has the third largest hydroelectric power production in the world, and quite a bit of nuclear, so let's use it properly. People talk about transmission infrastructure like it's difficult, but we're the ones who made the ~5,000 KM HVDC system that feeds the northern US from James Bay! I don't see why we can't quickly electrify transportation, it's the kind of project Canada seems to be pretty good at.
https://en.wikipedia.org/wiki/Quebec_%E2%80%93_New_England_T...