alt Hacker NewsIt will happen. My guess is that Canada is BYD’s pilot into the US. They have very similar buyer characteristics and the Canadian tariff deal allows them to enter the market without taking the risks of local factories.
It won’t take much to get BYD access to the US. It’s a two-step process:
- Toss a million bucks at Trump or wait for a Democratic administration
- Build a plant in Alabama/Tennessee/South Carolina/Georgia
That’s literally all it takes.
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Idk we have a lot of protectionism around vehicle sales in the US already. I don't think it'll be easy but it could happen.
I suspect America will continue to be weird about China until one of three things happens:
- a new Great Power enemy is selected; it would make sense for this to be Russia, but India is also a candidate
- some sort of face-saving moral victory is achieved which allows the US to continue feeling superior and not threatened by China's capability (unclear what this might look like)
- Xi dies and his replacement launches a relationship reset
Nope the congressfolks from Ohio and Michigan would never allows that
A million? 100M only gets you an ev advertisement on the Whitehouse lawn. It will need to be something more like Saudi Arabia's investment in ivanka, i mean the affinity group. 25M a year to his son in law gets your phone calls answered when you feel like Iran is acting up too much.
I am not as optimistic. If that doesn't happen the only candidate likely to let china do as they wilt is aoc. Vance would happily start ww3 with them. Rubio/newsome/shapiro etc will all keep the full pressure of all allies in them, potentially kicking them out of places they already sell.