91–100 of 119 posts
Earlier quoted context omitted.
Irony for whom? I think free trade should be the norm.
Irony in the sense that this entire thread is dedicated to complaints about Chinese protectionism in the automotive sector through forced joint ventures, IP-sharing, and import tariffs when the NUMMI plant was built specifically as a joint venture between American and Japanese manufactures to share production techniques with American companies and skirt or head-off import tariffs.
Earlier quoted context omitted.
They’re currently at about 350,000/year, so not too far off.
Using your numbers that would mean increasing their output by over 40% without a new factory... I'd say that is very much "far off". I mean they had to make a tent to try and convince Wall Street they can make 5,000 cars in a week. In reality they make nowhere near 350k cars a year. They built 41k in Q2 which was their most ever by a long shot. They celebrated the 300,000th shipped Tesla in Q1 2018...
I wonder what other countries they considered, did they consider Mexico ? (Ford has plants there) or Brazil? Or perhaps India?
Apparently Tesla is the first foreign-owned auto manufacturer that has been allowed to open a facility without giving a 51% stake to a Chinese owner. I think it's only electric vehicles which are eligible for this new scheme. There's a huge demand for non-polluting vehicles in China, so expect other automakers to begin looking at similar factories in that country.
Tesla should be very wary of the very real threat from corporate espionage in China. Brining a factory to China would allow a bad actor to really get into enterprise and create even better clones. Tesla wouldn't be able to keep up financially if Chinese manufactures built cars using Tesla research resources. side thought: Maybe TESLA turns into a research company that sells its IP to manufactures instead of actually…
Teslas stated goal is improving the adoption of sustainable energy; selling cars is only a part of it. Perhaps they feel that a little espionage is worth it to get 500000 electric cars a year onto Chinese roads?
Earlier quoted context omitted.
China is ~56.4% coal and dropping fast which is a long way from 2/3's. This is down from 81% in 2007 so having recent numbers is really important. USA happens to have a lot of natural gas which is better than coal for the environment but still much worse than solar/wind etc. Further, because they still use a lot of coal and they use more total fossil fuels it's not as a big a difference as you might think. Really the…
>China’s energy companies will make up nearly half of the new coal generation expected to go online in the next decade. https://www.nytimes.com/2017/07/01/climate/china-energy-comp...
Coal is very much on the way out, but it's not quite useless yet. Far more coal power plants are going to be destroyed in the next 10 years than built. But, if you are going to build a coal powerplant then paying a Chinese company can be a good choice.
Tesla should be very wary of the very real threat from corporate espionage in China. Brining a factory to China would allow a bad actor to really get into enterprise and create even better clones. Tesla wouldn't be able to keep up financially if Chinese manufactures built cars using Tesla research resources. side thought: Maybe TESLA turns into a research company that sells its IP to manufactures instead of actually…
Do you really think a Chinese company hasn't bought a used Tesla, put it in a cargo container, and shipped it back to dissect physically and to try and reverse engineer every last scrap of code they can get at?
Earlier quoted context omitted.
>China’s energy companies will make up nearly half of the new coal generation expected to go online in the next decade. https://www.nytimes.com/2017/07/01/climate/china-energy-comp...
That's not saying what you think it's saying. "Chinese corporations are building or planning to build more than 700 new coal plants at home and around the world ." Coal is very much on the way out, but it's not quite useless yet. Far more coal power plants are going to be destroyed in the next 10 years than built. But, if you are going to build a coal powerplant then paying a Chinese company can be a good choice.
Earlier quoted context omitted.
Using your numbers that would mean increasing their output by over 40% without a new factory... I'd say that is very much "far off". I mean they had to make a tent to try and convince Wall Street they can make 5,000 cars in a week. In reality they make nowhere near 350k cars a year. They built 41k in Q2 which was their most ever by a long shot. They celebrated the 300,000th shipped Tesla in Q1 2018...
That NUMMI plant used to do ~430,000 vehicles per year so Tesla in theory could produce that many without expanding to a new facility but the shortfalls of a plant on the West Coast away from so many suppliers in a very high cost-of-living area are going to make that a much less attractive proposition. I wouldn't be surprised if they're in talks for a South Carolina or Alabama facility to produce their Model 3s and i…
Earlier quoted context omitted.
You do realize China is the second largest consumer market in the world? If MOU were jack shit, people wouldn't be doing business there. Many companies intentionally share their IP in order to do business in China.
> If MOU were jack shit, people wouldn't be doing business there It’s a great place to do business. Their MoUs and LOIs are worth jack shit.
You could argue MOU is jack shit in general, but saying MOU is jack in China but China is great to do business with does not a computer, considering some of the largest companies in the world are signing MOUs and going ahead with their project just fine.