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BYD just launched the largest car carrier to charge up its global EV ambitions

electrek.co

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Re: BYD just launched the largest car carrier to charge up its global EV ambitions

#43

Their workers work 12 hrs a day and only get 2 days off per month. It's the worst kind of modern slavery. I don't think they can produce even qualified cars under such pressure.

Which factory?

Shenzhen, Changsha, Huizhou, Shanxi, Shanghai (in China), the one in Thailand, in Hungary or Uzbekistan? (etc.)

I ask as Reuters reported the Shenzhen and other plants as having standard eight hour shifts less than two years past: https://www.reuters.com/business/autos-transportation/byd-re...

Do you have a source for claim?

Re: BYD just launched the largest car carrier to charge up its global EV ambitions

#45
post #39
post #27

Earlier quoted context omitted.

That's pushing vertical integration to extremes. Is there any precedent to car carriers dedicated to one manufacturer? Wikipedia mentions a "Toyota Maru No. 10" which was NOT owned by Toyota - although I don't know if it was dedicated to them.

https://www.maritimegateway.com/volkswagen-group-orders-lng-... These are also not owned by VW Logistics, but on long-term lease to them. Note this is the similar for several BYD RoRo carriers, e.g. the BYD Explorer No.1 and BYD Changzhou are owned by Zodiac Maritime and chartered by/leased to BYD. As to why a UK-based shipping company owned by a Israeli billionaire based in Monaco buys RoRo carriers from a Chinese s…

Okay fair enough thank you. The article points at just Volkswagen running 9 car carriers just for the north atlantic.

And BYD have been at it for a while, so time for a wholly owned one I guess.

> As to why a UK-based shipping company owned by a Israeli billionaire based in Monaco buys RoRo carriers from a Chinese shipyard, and then leases them back to a Chinese car maker, I don't know.

That's good. No idea if that's the reason, but that would be an easy way to invest in BYD while mostly not being subject to Chinese direct investing legal requirements and problems.

Re: BYD just launched the largest car carrier to charge up its global EV ambitions

#46
post #27

Earlier quoted context omitted.

That's pushing vertical integration to extremes. Is there any precedent to car carriers dedicated to one manufacturer? Wikipedia mentions a "Toyota Maru No. 10" which was NOT owned by Toyota - although I don't know if it was dedicated to them.

> Is there any precedent to car carriers dedicated to one manufacturer? General Motors helped design the Vert-A-Pac. https://chevyvega.fandom.com/wiki/Vert-A-Pac

Cool engineering, thank you.

Re: BYD just launched the largest car carrier to charge up its global EV ambitions

#47
The number of RORO ships is directly proportional to the volume of automobile exports. As of 2022, China had only 100 such ships, accounting for just 14% of the global fleet. However, considering that Chinese shipbuilding enterprises currently have orders for an additional 200 RORO ships, it is possible that in the future, China's share of the global roll-on/roll-off fleet could reach one-third.

Re: BYD just launched the largest car carrier to charge up its global EV ambitions

#48
post #43

Their workers work 12 hrs a day and only get 2 days off per month. It's the worst kind of modern slavery. I don't think they can produce even qualified cars under such pressure.

Which factory? Shenzhen, Changsha, Huizhou, Shanxi, Shanghai (in China), the one in Thailand, in Hungary or Uzbekistan? (etc.) I ask as Reuters reported the Shenzhen and other plants as having standard eight hour shifts less than two years past: https://www.reuters.com/business/autos-transportation/byd-re... Do you have a source for claim?

Can't you just google a little bit more?

[0] https://www.scmp.com/economy/global-economy/article/3293923/...

[1] https://carnewschina.com/2024/05/20/strike-at-byd-factory-in...

[2] https://clb.org.hk/en/content/auto-workers-bear-brunt-compet...

Re: BYD just launched the largest car carrier to charge up its global EV ambitions

#49

This ship might not be for peacefully exporting electric cars. China is making unmistakable preparations to invade Taiwan in the near future and RORO carrier vessels have clear military applications in such a scenario. Consider this analysis of the invasion barges they’re preparing: https://m.youtube.com/watch?v=Klkpk_hO4FQ

Car shipping RORO vessels aren't LSTs... They can't beach and land tanks. Amphibian tanks can roll on and off amphibious assault ships, but this isn't it.
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