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How Olinia Turns Mexico's EV Ambition into Reality

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Re: How Olinia Turns Mexico's EV Ambition into Reality

#31

How much is this car merely a rabble of Chinese parts made to look like an indigenous Mexican car? I see this as a Chinese ploy to work around the American import tariffs by praying on Mexican national pride for a so-called "national car industry." If this ploy works you'll see larger versions of this car hitting the roads which look suspiciously like Chinese BYD and SAIC EVs. All these will of course be exported Nor…

Canada and Mexico are both allowing Chinese EVs in. US automaker export TAM will only decrease over time, and eventually, they will be boutique automakers serving only the US market. BYD intends to be the world's largest automaker in five years, and China currently has the capacity to produce ~25M EVs per year (~25% of global annual light vehicle sales, as of this comment). The US built ~1M EVs last year, for compari…

Canada is only allowing a very limited number of Chinese EVs to be sold without 100% tariff markup. Mostly to put up a token resistance to Trump's advances on their sovereignty.

The U.S. has already stated that none of these EVs can be exported to the continental U.S. NAFTA-be-damned. They may not even cross the border if some Congressmen have their way.

So it seems logical that the next Chinese ploy is to become a major shareholder in a so-called Mexican car manufacturer which is merely a front to export Chinese EVs to the U.S.

I also predict we'll see large numbers of VinFast EVs (from Vietnam) being exported to the U.S. in the coming years. Vietnamese companies are mostly covertly owned and controlled by Chinese counterparts.

Re: How Olinia Turns Mexico's EV Ambition into Reality

#32

Earlier quoted context omitted.

Canada and Mexico are both allowing Chinese EVs in. US automaker export TAM will only decrease over time, and eventually, they will be boutique automakers serving only the US market. BYD intends to be the world's largest automaker in five years, and China currently has the capacity to produce ~25M EVs per year (~25% of global annual light vehicle sales, as of this comment). The US built ~1M EVs last year, for compari…

Canada is only allowing a very limited number of Chinese EVs to be sold without 100% tariff markup. Mostly to put up a token resistance to Trump's advances on their sovereignty. The U.S. has already stated that none of these EVs can be exported to the continental U.S. NAFTA-be-damned. They may not even cross the border if some Congressmen have their way. So it seems logical that the next Chinese ploy is to become a m…

[deleted]

Re: How Olinia Turns Mexico's EV Ambition into Reality

#33

How much is this car merely a rabble of Chinese parts made to look like an indigenous Mexican car? I see this as a Chinese ploy to work around the American import tariffs by praying on Mexican national pride for a so-called "national car industry." If this ploy works you'll see larger versions of this car hitting the roads which look suspiciously like Chinese BYD and SAIC EVs. All these will of course be exported Nor…

> How much is this car merely a rabble of Chinese parts made to look like an indigenous Mexican car? I see this as a Chinese ploy to work around the American import tariffs by praying on Mexican national pride for a so-called "national car industry."

Isn't a lot of the Mexican car industry foreign brands building their cars in Mexico with parts from wherever they come from? Lots of parts would be sourced in Mexico, but certainly not everything.

If you can get a high volume car assembled in your country, that's a win. Some, but not all of the parts production will move towards where assembly happens, because it simplifies logistics. That's a win too.

Would it be a bigger win for everything to be designed and made in your country? Yeah, probably, but it's not likely to happen, so take what you can get?

Re: How Olinia Turns Mexico's EV Ambition into Reality

#34

How much is this car merely a rabble of Chinese parts made to look like an indigenous Mexican car? I see this as a Chinese ploy to work around the American import tariffs by praying on Mexican national pride for a so-called "national car industry." If this ploy works you'll see larger versions of this car hitting the roads which look suspiciously like Chinese BYD and SAIC EVs. All these will of course be exported Nor…

The American car industry has had over 50 years since the oil embargo to get its act together. How much more time do you want?

America has no leverage at this time ban Mexico/China if you want only Americans will be hurt in the crossfire.

Re: How Olinia Turns Mexico's EV Ambition into Reality

#35
post #25

Earlier quoted context omitted.

Something that fits to a poor struggling country, not some upper crust infra renewal. Poor people need rail, busses, cars and the cheapest possible power. If the government does not provide the cartels are more then ready to do its job to placate the citizens.

Did you even read my comment? Rail, roads, and hospitals are not "upper crust" infrastructure

Thank you for putting the burden of proof on me instead of wearing that coat yourself- like the optics guy you are.

Well: Energy is 54 % of the money. Which is mostly for the industry up north. Renewables are decorative in the percentage.

Rail: 15.63 % - again mostly for the norther industrial zone- and some link ups with the southern neighbours (under the guise of helping the backwards regions down there).

Roads: 13.94 % same though alot of it is also for tourism. But also logistics.

Ports: 7% Sofar its mostly a trade and industry support program- bluntly directed at becoming the usas new industrial heartland.

The problematic part is that most of this infrastructure is private loan based investment in partnership with the mexican goverment. US-companies will own significant parts of the infrastructure down there and thus have a handle on the government.

This is mostly a "re-industrialize" the us plan without having the problems with industr you have in the us.

Re: How Olinia Turns Mexico's EV Ambition into Reality

#36

How much is this car merely a rabble of Chinese parts made to look like an indigenous Mexican car? I see this as a Chinese ploy to work around the American import tariffs by praying on Mexican national pride for a so-called "national car industry." If this ploy works you'll see larger versions of this car hitting the roads which look suspiciously like Chinese BYD and SAIC EVs. All these will of course be exported Nor…

Detroit doesn't change its ways until it's been hit in the balls with a baseball bat once or twice. The baseball bat is smaller, cheaper, more efficient cars in the 70s and smaller, cheaper EVs today.

Re: How Olinia Turns Mexico's EV Ambition into Reality

#37

Earlier quoted context omitted.

Canada and Mexico are both allowing Chinese EVs in. US automaker export TAM will only decrease over time, and eventually, they will be boutique automakers serving only the US market. BYD intends to be the world's largest automaker in five years, and China currently has the capacity to produce ~25M EVs per year (~25% of global annual light vehicle sales, as of this comment). The US built ~1M EVs last year, for compari…

Canada is only allowing a very limited number of Chinese EVs to be sold without 100% tariff markup. Mostly to put up a token resistance to Trump's advances on their sovereignty. The U.S. has already stated that none of these EVs can be exported to the continental U.S. NAFTA-be-damned. They may not even cross the border if some Congressmen have their way. So it seems logical that the next Chinese ploy is to become a m…

"Mostly to put up a token resistance to Trump's advances on their sovereignty"

Canada originally imposed the 100% tariff against Chinese EVs in lockstep with the US to protect North American automakers. In return China retaliated with massive tariffs on Canadian agricultural products. Which, I mean, is 100% fair: The argument against Chinese cars -- the subsidized nonsense -- is farcical, and you could 100% claim that almost every American manufacturer is subsidized by the military, and of course companies like Tesla are basically welfare cases.

The leaders of great American capitalism sure hate capitalism.

Anyways, if the automakers aren't willing to stand up to the pedo for Canada -- which has been producing cars as long as the US has, and buys far more cars than it makes -- then we're happy to move on from them and let them die. Why endure agricultural tariffs and trade friction if it isn't our fight anymore?

It isn't "token resistance", it's playing our own trade game, for our own benefit, and Canada is going to be doing a lot more of it. I know how offensive this is to American exceptionalists who have a serious case of main character syndrome.

And as the Chinese automakers start setting up dealer and support networks, they can negotiate on increasing the quota, making it worth both of our interests.

It's actually funny that Greer, Trump's trade imbecile, recently moped and whined about Canada "globalizing". Gosh, why don't we just throw in with that criminal empire of bullies and fools?

"NAFTA-be-damned"

Foreign products imported into Canada were never covered under NAFTA, nor have we ever claimed the same. No one ever thought we could import Chinese cars and suddenly export them under NAFTA. We reduced prices and opened up competition with more options for the benefit of Canadians, saving us from being limited to a bunch of American dogshit.

Now the "you can't drive here on your vacation" is a hilarious bit of defensiveness by the corporate shill American politicians (every American politician is bought and owned, whether by fearful-of-competition automakers, Israel, military contractors, etc. An astonishingly corrupt, busted country), and honestly it's worth a laugh. Maybe they haven't noticed, but to most Canadians, realizing how far and how fast the US has collapsed, driving there is no bueno. That consequence is cosmically funny in how it just fully fails to read the room.

Re: How Olinia Turns Mexico's EV Ambition into Reality

#38

How much is this car merely a rabble of Chinese parts made to look like an indigenous Mexican car? I see this as a Chinese ploy to work around the American import tariffs by praying on Mexican national pride for a so-called "national car industry." If this ploy works you'll see larger versions of this car hitting the roads which look suspiciously like Chinese BYD and SAIC EVs. All these will of course be exported Nor…

Detroit doesn't change its ways until it's been hit in the balls with a baseball bat once or twice. The baseball bat is smaller, cheaper, more efficient cars in the 70s and smaller, cheaper EVs today.

At least the U.S. will still have a car industry in the coming decades. Europe is unable to hold back the tide of Chinese EV imports (due to different national interests, squabbling and corruption) and this will most likely result in the loss of a large part of their industrial base. Some European car manufacturers are actually selling their factories to the Chinese. The ultimate humiliation!

The only way to stop the Chinese is to do it cold turkey: slap a huge import tariff on their wares and at the same time cutting off al avenues to work around it.

There are plenty of options for Western manufacturers in Asia. Indonesia, Philippines, Cambodia would all be more than happy to do business. But Western companies have simply become lazy and are no more than marketing organizations which sell Chinese made wares as their own.

Re: How Olinia Turns Mexico's EV Ambition into Reality

#39
post #17

This is going to go absolutely nowhere. There's really no market for these and the govt. would rather focus on something flashy like a new car instead of infrastructure or anything that could threaten Pemex (god forbid...)

Famously, she's focused a lot of her infrastructure work on expansion of rail. Including the 5.6 trillion peso Plan México and 3,000 new km of passenger train lines. She's also remodeling the Mexico City airport, modernizing and repairing 4,000 km of roads, and pushed the National Hospital Infrastructure Plan that will fund massive expansions of three major hospital systems. Also half of the infrastructure budget is…

Not to make a weak appeal to authority but have you spent much time in Mexico and much time speaking with locals? Those initiative are widely viewed as either failures, DOA, or political chips to appeal to the Morena base (which even then fails).

Re: How Olinia Turns Mexico's EV Ambition into Reality

#40
post #17

Earlier quoted context omitted.

Famously, she's focused a lot of her infrastructure work on expansion of rail. Including the 5.6 trillion peso Plan México and 3,000 new km of passenger train lines. She's also remodeling the Mexico City airport, modernizing and repairing 4,000 km of roads, and pushed the National Hospital Infrastructure Plan that will fund massive expansions of three major hospital systems. Also half of the infrastructure budget is…

Once more, the "remodeling" of the Mexico City airport is a historic failure by the previous and current administration. A new airport was being built, funded solely by private money and the previous administration made a non-binding public poll on whether to cancel it because of baseless corruption accusations. That was 8 years ago, and as it turns out, Mexico City desperately needed a new airport anyways. So the Ar…

More insidiously this infra work is being used by Morena to further militarize Mexico. The military is everywhere in this country and its power and reach continue to grow.
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