Trudeau resigns.

[UNCjigga]

First we need to ensure that the Chinese EVs will pass NA standards. Also Xi has turned off the innovation fund tap so who knows what company will survive.

I’m pretty sure BYD and Xiaomi have the scale and expertise to localize for NA standards—BYD already has localized + nearshore production for South America and Europe.

 

[Heartbreaker]

First we need to ensure that the Chinese EVs will pass NA standards. Also Xi has turned off the innovation fund tap so who knows what company will survive.

Pretty sure BYD, the biggest EV company in the world and #2 battery company in the world will survive.

 

[Artorias]

Can we just rename this to the "Canada Thread"?

Anyway I did not have renewed trade with China on my bingo card. That just tell you everything you need to know how we all feel about you Americans.

Remember when we held that Chinese executive for you guys? Then China had our own Canadian's detained? We got fuck all except bad relations with China. Yeah we aint doing you guys a solid anymore.

Lets invite the Chinese from some public military training drills while we're at it. That should piss of the orange Orangutan.

 

[sandorski]

Trade never stopped, not even for the US. There are just certain big value items that were affected. This will really be good in the short term, extra money sloshing through the system is what we need. Longer term we'll find out, but they are still talking about things and working out longer term agreements.

 

[sdifox]

Pretty sure BYD, the biggest EV company in the world and #2 battery company in the world will survive.

https://www.bloomberg.com/news/articles/2025-01-19/byd-s-supply-chain-financing-masks-ballooning-debt-gmt-says

 

[sdifox]

I’m pretty sure BYD and Xiaomi have the scale and expertise to localize for NA standards—BYD already has localized + nearshore production for South America and Europe.

LoL Xiaomi, do not touch, them be crappy smartphone on wheels. I have seen a lot of videos on Xiaomi vehicles and they are junk. Not sure about BYD build quality yet but they have been using their supplier as debt hiding tool.

https://www.theautopian.com/how-did-this-600-horsepower-ev-sports-car-end-up-with-smaller-brakes-than-a-honda-cr-v/

 

[linkgoron]

https://www.bloomberg.com/news/articles/2025-01-19/byd-s-supply-chain-financing-masks-ballooning-debt-gmt-says

Toyota has 270B debt, Volkswagen 220B, Ford 164B, GM 132B etc.

There's no reason believe there's anything special about US car regulations vs European and other regulations which BYD already passes. BYD sells cars in Europe, Asia, South America and Australia etc. Only tariffs are keeping them out of NA, not an inability to adhere to regulations.

BYD EV cars are fine from my experience, most of them are not TOTL but they have good value for money, pack a lot of technology, have meaningful OTA updates and work well. Their main problem, from my experience, is battery capacity and range which they need to improve.

 

[sdifox]

Toyota has 270B debt, Volkswagen 220B, Ford 164B, GM 132B etc.

There's no reason believe there's anything special about US car regulations vs European and other regulations which BYD already passes. BYD sells cars in Europe, Asia, South America and Australia etc. Only tariffs are keeping them out of NA, not an inability to adhere to regulations.

BYD EV cars are fine from my experience, most of them are not TOTL but they have good value for money, pack a lot of technology, have meaningful OTA updates and work well. Their main problem, from my experience, is battery capacity and range which they need to improve.

It's not just amount of debt, it has to do with how the debt is being reported. Now that Xi has turned off EV incubation funding, the house of cards will tumble.

Servers would have to be in NA and subject to greater regulation/scrutiny. Right now there is just too many unknowns.


On the other hand we do have the hot mess that is the MB EQS to point and laugh at.