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The size of BYD's factory

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Re: The size of BYD's factory

#142

Wild, fascinating, frightening.

It's great news in the sense that this new energy storage and EV production capacity is (part of) our best chance to avoid catastrophic outcomes from climate change. It's terrifying because we (in the West) can't seem to motivate ourselves to do anything like this on the same timescale, and nations that suffered similar disparities in industrial capacity (not to mention energy production) haven't done well in the pas…

Western country populations seem to be willfully falling for obvious fossil fuel propaganda over and over again. Future generations will rightfully curse our names. (Including today's children.)

Re: The size of BYD's factory

#143
post #26

Earlier quoted context omitted.

Brazil, Turkey, Indonesia and many other countries turned sour on importing chinese EVs in favour of some kind of protectionism. Most developing countries dont have the infrastucture for EVs. Europe hit BYD with a 17 % tariff (10% being the standard)

BYD has factories in Brazil: https://valorinternational.globo.com/business/news/2024/09/0... https://en.byd.com/news/byd-company-announces-first-factory-...

why does that matter?! :)

Re: The size of BYD's factory

#144

Earlier quoted context omitted.

People are waking up, and to be fair, Tesla really led the way in the US for the last few years because they had no choice(no one would take them seriously). The question is can the West turn the ship around before its too late?

When Trump ups everything from China by 100% I guess US would be able to make something with profit?

That is not remotely how tariffs work.

Re: The size of BYD's factory

#145

Can the west compete?

west can compete. unlike byd’s, which get bricked all the time without infrastructure to maintain and repair them, west (and japan even more so) build cars that last. this is china we are talking about, the last thing I want is a car made by them… :)

As someone from Australia, which hasn't shut its self off from the China EV market. I drive a BYD Dolphin. You should be worried. They are cheaper, and more full-featured than European equivalent. They aren't junk.

Also, they aren't the only big player from China. Australia is soon getting GAC/Aion, Geely, Jaecoo, Leapmotor, Deepal, Xpeng.

Here is an article if interested. https://www.carexpert.com.au/car-news/which-chinese-car-bran...

Re: The size of BYD's factory

#146
post #25

All this to produce machines of 2T to displace 80kg of human on average (think about it, the battery weight more than what it actually need to move on average) and maintain/develop car dependency infrastructures. This is the worst way of improving our efficiency and progress toward a more optimized, efficient economy and reducing massively our climate and biodiversity impact. I want those kind of factories to produce…

You might as well wish that the factories produced teleporters. You're putting the cart before the horse. You have to fix the demand side first. I know there's an online demand for public transportation and bikes and if you are in that bubble it can feel like the whole world is with you, but in the real world, most people (obvs not everyone) prefers to have their own car.

Re: The size of BYD's factory

#147
post #93
post #76

Earlier quoted context omitted.

It is outrageously expensive. "Building 101km of cycleways across Christchurch to cost $301m", population 405000, So that is $750 per person, which is about 1% of median earnings for a year. That is paid for mostly by car owners (via petrol tax and car tax) and a bit by home owners. And the new infrastructure is visibly under-utilised - at best a few % of traffic. You could force people to bike using laws and economi…

> It is outrageously expensive. Quite the opposite. > Can you point me to a report that has a cost/benefit analysis of adding bike lanes for a city? A city that isn't "ideal" for cyclists... https://www.benelux.int/wp-content/uploads/2023/03/Report_Cy...

The paper suggests biking only 118 days per year. The car ownership costs are not "saved" - the projected savings are wrong. Ownership car costs are 0.167/km and savings by riding a bicycle are 0.349/km.

Two ignored real costs of bicycling are lack of optionality (planning ahead for weather changes, locked into transport mode) and carrying capacity (groceries, children, sports equipment, etcetera). And I'd like to see other costs of cycling (wet weather gear, helmets, locks) included.

About the quality I expected.

Re: The size of BYD's factory

#148

US/German manufacturers just do assembly, they don't manufacture parts, so they only need assembly plants. BYD is a vertically integrated manufacturer. They make everything in-house which helps drive down costs. This huge footprint results in having all those different manufacturing lines under one roof. They depend on no one for finished parts, the only supply chain is raw materials.

the only supply chain is raw materials Citation needed, this seems exaggerated. Eg. I'm sure they use IC's and I'd be very surprised if the facility includes a fab.

They, BYD, have their own semiconductor R&D and manufacturing subsidiary called BYD semiconductor.

EDIT: Seems like it is a division, so not a spin-off.

Re: The size of BYD's factory

#149

Can the west compete?

The problem with the west is that it’s already developed. Everything in the west is a bit like the European automobile industry, it’s highly refined for what it is and we expect to milk it for some time to come.

Same thing happened with the financial institutions and internet infrastructure - those who had the early versions of it established early ended up lagging behind once the technology was superseded.

The poorest countries in Europe had the best internet for a while because the richest countries wanted to milk the copper wires they invested on.

The US for long had much worse payments systems than Europe and Africa because they were at advanced stage on adopting the early technology.

Re: The size of BYD's factory

#150
post #25

All this to produce machines of 2T to displace 80kg of human on average (think about it, the battery weight more than what it actually need to move on average) and maintain/develop car dependency infrastructures. This is the worst way of improving our efficiency and progress toward a more optimized, efficient economy and reducing massively our climate and biodiversity impact. I want those kind of factories to produce…

There is a clear reason why such factories are being built in China and if you are a USA or German citizen, you wouldn't like it. In a BBC article from a couple of days ago [0], they hinted that China intends to take the lead into transitioning developing countries from fossil fuels to green tech. They produce batteries, EVs and solar panels. Just this year alone Pakistan of all the countries, imported 13 gigawatts (…

How is the power being generated for all this manufacturing capacity?
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