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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

#51

Post by llm_nerd »

hn_submit wrote: post #49
llm_nerd wrote: post #43

Earlier quoted context omitted.

You can't assemble a bunch of imported parts and say it's a NAFTA car. 75% of the content of the vehicle has to come from North America. There are other limits on the minimum labour cost and steel/aluminum content. So no, they are secretly planning to relabel a Chinese car. Nothing works like that.

You can do a lot of flexible accounting to attain that 75% percentage. The value of the Mexican parts are exaggerated whilst the Chinese parts are valued far below cost.

Uh, sure...

Earlier you said-

"But cars from foreign manufacturers "made" in Mexico or Canada can be exported to the U.S. per NAFTA, like everyone's doing now"

Which cars are those? Can you tell us? Give us one. I'm referring to this notion that they're all secretly just foreign parts skirting into the US.

I mean, you know Toyotas and Hyundais and various other "foreign" manufacturers are in the US and then ship their cars to Canada and Mexico, right?

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

#52

Post by bigbadfeline »

hn_submit wrote: post #42
llm_nerd wrote: post #37

Earlier quoted context omitted.

"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 tha…

But cars from foreign manufacturers "made" in Mexico or Canada can be exported to the U.S. per NAFTA, like everyone's doing now. The Chinese are currently building loads of EV car factories in Mexico in the hope they can export them North when this Administration ends. Fat chance.

> The Chinese are currently building loads of EV car factories in Mexico in the hope they can export them North

There's no reason to assume that China is looking North, in fact, they appear to be looking South (America) much more than North - there's mutual benefit from that trade and either side would be fools to miss it.

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

#53

Post by culi »

blovescoffee wrote: post #50
culi wrote: post #44

Earlier quoted context omitted.

I have spoken to "locals" but I wouldn't call that a representative sample. She's been in power for less than 2 years so maybe let's hold off before drawing any conclusions. They may well turn out as failures but it's certainly too early to make any conclusions when there's still hundreds of groundbreaking ceremonies that haven't even happened FWIW she's still one of the most popular leaders in all of South America

no... Mexico is in north america and if you follow Mexican politics, her politics are almost entirely a continuation of the last president who was her political mentor so it's reasonably well understood what trajectory her term is on

I meant to type Latin America. Too late to edit.

You mean to say she will reach her term limit and step down?

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

#54

Post by blovescoffee »

culi wrote: post #53
blovescoffee wrote: post #50

Earlier quoted context omitted.

no... Mexico is in north america and if you follow Mexican politics, her politics are almost entirely a continuation of the last president who was her political mentor so it's reasonably well understood what trajectory her term is on

I meant to type Latin America. Too late to edit. You mean to say she will reach her term limit and step down?

mexican presidents serve a single term... I'm sure you mean well but you have lot of reading to do about mexican politics :)

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

#55

Post by culi »

blovescoffee wrote: post #54
culi wrote: post #53

Earlier quoted context omitted.

I meant to type Latin America. Too late to edit. You mean to say she will reach her term limit and step down?

mexican presidents serve a single term... I'm sure you mean well but you have lot of reading to do about mexican politics :)

exactly as amlo did bud

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

#56

Post by rbanffy »

porphyra wrote: post #24

The article talks a lot about how China makes most of the electric cars and Mexico wants to "capture a piece of the action", but the Olinia has substantial amounts of its engineering and parts from China [1]. And instead of learning from a nice actual roadgoing car, they based it on a golf cart-like mini vehicle from a little-known Chinese motorcycle manufacturer. [1] https://elceo.com/investigaciones-especiales/olin…

That’s how industries start - integrating, then copying, then designing their own.

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

#57

Post by rbanffy »

blovescoffee wrote: post #39
culi wrote: 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…

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).

> speaking with locals?

Why? Are they experts in bootstrapping industrial bases? Or healthcare? Or transport?

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

#58

Post by rbanffy »

blovescoffee wrote: post #50
culi wrote: post #44

Earlier quoted context omitted.

I have spoken to "locals" but I wouldn't call that a representative sample. She's been in power for less than 2 years so maybe let's hold off before drawing any conclusions. They may well turn out as failures but it's certainly too early to make any conclusions when there's still hundreds of groundbreaking ceremonies that haven't even happened FWIW she's still one of the most popular leaders in all of South America

no... Mexico is in north america and if you follow Mexican politics, her politics are almost entirely a continuation of the last president who was her political mentor so it's reasonably well understood what trajectory her term is on

To be fair, we Brazilians also like her very much. She’s a Mexican Lula and we wish her success.
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