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…
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.