Comparing it to the US isn’t really meaningful considering the EV market here is on life support.
Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back. ICE emission regulations were repealed. Individual states were barred from enforcing their own standards.
Most domestic manufacturers have given up on EVs entirely and written off their investments. Tesla is the only one standing, and their US sales have also been falling for the last couple years.
Looking back 2024 is probably going to be the peak of the US EV market.
This post really fails to go beyond basic headlines.
> Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back.
These are both signs of a maturing market. It's a good thing that DCFC operators like Ionna, Walmart, etc. are still charging ahead at a pretty rapid pace, even without federal funding. Ionna especially has been deploying at a crazy speed.
> Individual states were barred from enforcing their own standards.
Litigation on this is still playing out. If car manufacturers aren't planning for these to swing back into force with a change of government, they are fooling themselves.
> Most domestic manufacturers have given up on EVs entirely and written off their investments.
Again, not true. Some investments like battery manufacturing, sure, but that's not what they were ever good at. GM has a pretty robust line of EVs, and Ford has bet big on their new platform underpinning on their new 'affordable' truck.
> Tesla is the only one standing, and their US sales have also been falling for the last couple years.
2023 was a stand out year for them, but it's not like they are falling off a cliff. We should expect Tesla sales to fall as other competitors like Rivian, Hyundai/Kia and even Toyota/Subaru release updated offerings.
I've yet to see an actual premium EV akin to the ICE cars from Lexus, Acura, or Genesis.
In fact that's my problem with all EVs because EVEN Lexus, Acura, and Genesis is not sticking to their premium quality when they release an EV version of their ICE cars. The Lexus ES ICE is legendary. The Lexus ES EV looks like a plastic coffin with 2 tablets. It's probably the zeigeist of car designs and/or my taste but I feel all EVs look the same without much personality. Not even mentioning the chinese brands because Geely, Leapmotor, BYD etc all look the same to me.
Say we have a Lexus LX 600 https://www.lexus.com/models/LX Why does this car can't be released as is, the same design and same interior but with an EV drivetrain?
Have you had a chance to ride in the Chinese EVs? Opinions on exterior designs are pretty subjective and change a lot over time (see: Porsche 996). I've driven and ridden in a lot of Chinese EVs over the past two years and find them much more luxurious than ICE cars across the price range. Most of them have huge panoramic sunroofs now that make even the small cars feel open and spacious, the technology is actually useful instead of a gimmick (Chinese navigation apps are way better than western ones, which is a big deal when the primary interface is a tablet), many of the cars can autopark/drive, they have cameras for all the blind spots, USB-c and magnetic chargers everywhere, fast charging, etc. etc.
I would encourage anyone that lives in America or Europe and hasn't been to China in the past five years to go see it for yourself. Take what western media writes with a grain of salt - you might be surprised.
Car makers can't win! Release an EV with "personality" aka looks different from an ICE, and people will complain why can't they make an EV that looks like a normal car. Release an EV that looks like a normal ICE and someone's going to complain it has no personality. Ah well.
thats because there is zero demand as has been all over the news the past years. the european and especially german car industry wasted billions on EV strategies that now have to be rewound because it turns out there is basically zero demand for expensive EVs. people that can afford expensive cars want ICE.
I think it's a huge regression vs. the goofy looking i3 (which is carbon fiber, has a working jog wheel, etc). The i4 is basically exactly a modern BMW sedan, but an EV. I think they moved to a platform that lets them just switch between ICE, hybrid and EV. You can even set the safety tone to make it sound like a BMW with tuned exhaust pipes.
My i3 is my favorite car ever. If it looked like a BMW I would have never considered it. The i3 is such a pure design statement.
The only other ev I would describe that way is the now defunct Canoo.
I was in Montevideo this weekend and all car service cars I rode were Chinese EVs. They all seemed great and when I had Claude look up pricing they were all very well-priced. While I myself would loe a BYD Seagull or Dolphin, the more expensive ones like the Greely EX5 looked much cooler than much more expensive cars I see on roads in the US.
Is there a reputable summary that explains the cheaper sales price? I'm having a hard time believing it all boils down to politics, but there's way too much noise in the way.
I've been in a few BYDs as a passenger, I actually cannot fathom people spending money on them considering how low/cheap quality the interiors are. Like those garbage thin fake leather seats will have to be replaced within a year of use tops. Oh and also we broke the trunk's bedding by putting a mere 40kg bag in it, it just straight up collapsed.
The average consumer isn’t going to buy an electric car for climate reasons - they’re going to buy it to save money. So they want it cheap and they want to not have to wait ages for it to charge. The Chinese cars deliver on both fronts (provided sufficient infrastructure for fast charging). If the car doesn’t last 10 years that’s okay if they’re saving enough money.
> spending money on them considering how low/cheap quality the interiors are
Because that's the point. It's a cheap reliable car that cut corners for high $$$ ROI fleet cars. There's reason most of PRC taxi fleet converted to BYD EVs over last 10 years. It's statistically battle proven and economical, they'll 500,000km like ICE fleet cars and save 30k USD - on fuel + maintenance savings alone you can buy another 2 fleet BYDs. Like a fleet operator would have to be economically stupid to not go for BYD tier EV. You get to enjoy cheap seats.
It's bringing EVs to the masses. There's so much potential in places like Europe and Latin America, where most consumers don't drive big SUVs and trucks. Apparently battery packs were about $1,200 per kWh in 2010, today it's $140/kWh. EVs are finally becoming mainstream
I don't know the model exactly but every Uber (maybe six of them?) I was in in Mexico City was the same model BYD and it was really plasticky and they all rattled on every bump in the road.
Maybe their more expensive models are better but they're damaging their brand putting it on those cars.
It's really not much different than most cars people use every day. Nothing weird is happening with my seats. (Sealion 7) And I put 40kg+ in the boot without problems either. I've not seen reports of this being a problem overall - maybe you just got very unlucky?
I get not liking something for personal preference reasons, but going as far as garbage and cheap quality in this case just... doesn't match reality. It's a perfectly fine car that works. Lots of people are happy with it.
I can. There’s no other equivalent in south east Asia. They are consistent, they are cheap to operators, they have a viable and trusted dealer network and are cheap to purchase with immediate upsides.
Have you priced a similar car like a Toyota vios or Yaris or Honda hrv or brv. These are ICE and gas is what, in the Philippines 2$.gallon?
The only viable alternative that is non Chinese for South east Asia is ironically Vinfast, which are available in the USA and quite ibexpensively.
If you’re biggest claim is the “sear” and the “trunk bedding” you are missing the entire point of what this car is and it’s market position.
Unlike Teslas, several that I've been in had a small display that showed things like current speed in the traditional position behind the steering wheel. Only having that large, center display in newer Tesla's freaks me out. I haven't driven one myself but it seems very unergonomic.
40 kg is nothing? A feed bag? A lead-acid battery? My backpack? I've put far heavier things in the back of our cars - generators, compactors, engine blocks - without a buckle or a scratch to show for it. That's in European-style station wagons like Skoda Octavia or Volvo V-series.
I feel like most of the people I know (Americans) don't truly realize how utterly dense and populuated Chinese cities are.
I think about my home city (6th largest in the US) with its singular interstate looping around our metro area - and Beijing has five of these ring roads on top of having a far more robust public transportation system and tons of scooter/bike usage still.
A single carmaker outselling all of US-made electric vehicles is just normal especially given the prices of these cars (down to something like $8000 USD) and the fact that they live in such dense areas that don't require you to drive 20 miles just to, for eg, get to a Costco or something. So you can have these ultracheap cars with maybe twice the range of lithium-powered golf carts and not spend a ton of money on it along with having 5x the population.
One bellweather reason for this state being impressive is that this is china's domestic market demonstrating the buying power needed to fuel private innovation
This used to be something only the US could do. China always had the population. But it wasnt rich enough to create local demand. Now it can and that creates a flywheel effect of feuling its own innovation, like EVs, LLMs, reusable rockets, sattelite ISPs, and all the other thingsthe US prides itself on.
And eventually it might even make novel things the US or anyone else hasnt even made yet. If that happens then the american empire is truly over
USA bans the onboard Chinese automotive software for national security reasons, effectively banning Chinese cars.
For all the talk about data and technology sovereignty in Europe about USA tech, you would think they would take that more seriously too. Instead Europe is flooded with underpriced Chinese cars that they have no control over.
And the United states is likely to never get them. Unlike the chicken tax with light trucks, I wouldn't be surprised if the BIG 3 are so afraid they lobby to completely block them from ever being built and sold here.
I've been seeing more and more JAC small pickup trucks (diesel though, not electric) around Austin lately. I think people are bringing them up from Mexico.
I would hazard that they'll buy their way into the local market: partner with a Big 3 manufacturer, build a plant somewhere in the South, and then sell a car 50% more expensive than what they sell in Mexico.
- The world’s largest electric vehicle maker will expand its fleet of car-carrying cargo ships to 18 from eight by 2029, according to shipping industry reports. Each new carrier will have the capacity to carry about 9,200 cars and will be built by China Merchants Industry.
- Owning its fleet could cut BYD’s cost to ship each car abroad by as much as 40% compared with renting carriers, according to one industry estimate. BYD’s increasing export capacity could help it push further into global markets, intensifying competition for automakers including Tesla and traditional U.S. brands.
- BYD aims to sell more than 2.5 million vehicles overseas in 2027, extending its rapid international growth through a larger shipping fleet and increased production abroad
- Its Indonesian plant has started production, its Brazilian plant is ramping toward annual capacity of 300,000 vehicles, and its Hungarian plant is expected to begin assembly in November or December, Deutsche Bank noted.
I would say it's actually more complicated than that. Here is a good video that goes over the situation, and multiple perspectives on it: https://www.youtube.com/watch?v=Nim61oVLdwk
TL;DR They severely reduced the number of components by integrating parts into larger pieces. This trades upfront cost savings for longevity concerns and repair prices down the road.
One could argue the US wants to ban them solely because it undercuts other manufacturers, but there's more.
You can also argue it's not good for many other people, like:
- the average consumer (that expects a quality long-lasting product)
- the insurance companies that will be footing a lot of the repair bills
- independent repair shops that either won't get those jobs, cannot actually perform the work due to tech/service monopolies, or simply lose revenue because the work is shorter
Sortof. There's no guarantee they wouldn't lose customers/revenue if everyone started buying BYDs or NIOs... they could decline to insure those cars at all due to the high repair cost, or not cover all of it, and that affects more than just themselves.
We already have stats for Tesla Model 3, and they rarely have problems with the battery and propulsion. So it's a trade-off, fewer parts also mean that you can overengineer them more easily.
There are also third-party replacements available now, because it's not that hard to manufacture most EV components, outside the critical high-voltage paths.
The west doesn’t want to move forward and instead are doubling down on fossil fuel energy. It’s so sad. Car manufacturers have succeeded in lobbying out change and making your vehicle a subscription.
The real story here is the splintering of "the west". The US doesn't want to move forward, but UK, Europe, AU/NZ all do.
It's not clear to me where Canada stands on this issue. I know they're an exporter of fuel to the US, so perhaps they are more US aligned on this?
Sadly, I think this highlights the problem with Carney's middle powers idea - it's difficult to all work together when you have competing interests.
The west? As far as I am concerned, EU moves towards EVs as well. Not as fast as China does, but it does. It's the US that doubles down on ICEs (pun intended).
Check and see where VW, BMW, Citroen and Peugeot are with regard to EV production vs ICE. They are no where near 'wanting to leave the past behind' as it would mean lots of mittelstands losing out and lots of jobs evaporating.
China is the one doubling down on fossil fuels. They are commissioning several coal plants. Meanwhile, the us is still reducing CO2 emission (us is currently at pre-WWI levels) and the mix of renewables is increasing.
Coal is a stopgap for china. Until their renewables expansion can sustain their growth targets. They are being very veey aggresive in renewables until then to make that happen
They're building everything. Built more solar in 2025 than the US has in total, almost the same for wind, and currently building 36 nuclear plants. Also building more coal but coal usage is going down.
It's less an industry thing and more a war thing. US wants to fight more wars and for that you need a plentiful supply of portable energy that other countries can't block. For physical wars that's petroleum fuels. By controlling "Greater North America" they can secure their cheap fuel supply and hunker down here. Investing in green energy would de-emphasize the infrastructure you need to process and use massive amounts of oil for cheap.
You realize that “the west” is not just the United States, right? There are plenty of western countries around the world where EV sales are exploding. The Nordic countries and Australia come immediately to mind.
Australia has also seen an immense uptake in residential solar and batteries, driven by tariff-free imports from China.
"the West" geographically yes but the Australian public is hoovering up EVs right now.
Whoever hits the right window on an electric ute is going to make bank (it's probably more about getting another battery price reduction at this point so you can throw energy at the aerodynamics and range issues).
There is no logical reason to ban vehicles except protectionism and protection of manufacturing capability domestically. There is no security risk from Chinese EVs that requires a full ban.
> There is no security risk from Chinese EVs that requires a full ban.
Just because you're not paranoid doesn't mean they're not out to [map] you.
Of course there is a risk to allowing networked automobile sensor packages on your streets if they're feeding a potential adversary live info on everything going on on and around your roads. Denying this isn't virtuous or smart or benevolent, it is at the best naïve.
Disagree... they're a lot more integrated than other cars, meaning less parts in a way, which is cheaper to buy, but much more expensive to repair later.
Consumers want protection from cars they can't afford to fix.
Insurance companies want protection from costly warranty repairs.
Mechanics want protection from cheap highly-integrated gatekept parts that they can't work on, and/or won't get paid as much for.
And that's why we're banning American-made Teslas, where denting the rear bumper requires replacing the entire back of the car because of all the sensors and cameras baked in. Right?
>Consumers want protection from cars they can't afford to fix.
Said who ? If it's under warranty for long enough and cheap enough then I don't really care even if I have to fully replace it in 5 years and sell for scrap. Without tariffs that's what the price would be.
Are you suggesting consumers want cars they can't fix?
They may regret it when the battery dies and it's a $20k repair because they're actually structural components on those cars. Or a single $20 sensor dies that's part of a larger non-serviceable $5k component.
I don't think that's a concern sufficient to ban import. Why not impose requirements for spare parts manufacturing and modularity?
Again, if they wanted to work in the interest of affordability and electric vehicle promotion, they would. They're being protectionist for Ford and GM.
Comparing it to the US isn’t really meaningful considering the EV market here is on life support.
Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back. ICE emission regulations were repealed. Individual states were barred from enforcing their own standards.
Most domestic manufacturers have given up on EVs entirely and written off their investments. Tesla is the only one standing, and their US sales have also been falling for the last couple years.
Looking back 2024 is probably going to be the peak of the US EV market.
This post really fails to go beyond basic headlines.
> Federal subsidies were eliminated. Funding for charging infrastructure and battery manufacturing was rolled back.
These are both signs of a maturing market. It's a good thing that DCFC operators like Ionna, Walmart, etc. are still charging ahead at a pretty rapid pace, even without federal funding. Ionna especially has been deploying at a crazy speed.
> Individual states were barred from enforcing their own standards.
Litigation on this is still playing out. If car manufacturers aren't planning for these to swing back into force with a change of government, they are fooling themselves.
> Most domestic manufacturers have given up on EVs entirely and written off their investments.
Again, not true. Some investments like battery manufacturing, sure, but that's not what they were ever good at. GM has a pretty robust line of EVs, and Ford has bet big on their new platform underpinning on their new 'affordable' truck.
> Tesla is the only one standing, and their US sales have also been falling for the last couple years.
2023 was a stand out year for them, but it's not like they are falling off a cliff. We should expect Tesla sales to fall as other competitors like Rivian, Hyundai/Kia and even Toyota/Subaru release updated offerings.
> Comparing it to the US isn’t really meaningful considering the EV market here is on life support.
I think that's the thing being pointed out...
Until this troglodyte administration is done. EVs are the future, the US will have to make the change at some point.
Given the high gas prices in the US, one would think the govt would be doubling down on EVs...
The government is doubling down on helping their big oil buddies/donors.
I've yet to see an actual premium EV akin to the ICE cars from Lexus, Acura, or Genesis.
In fact that's my problem with all EVs because EVEN Lexus, Acura, and Genesis is not sticking to their premium quality when they release an EV version of their ICE cars. The Lexus ES ICE is legendary. The Lexus ES EV looks like a plastic coffin with 2 tablets. It's probably the zeigeist of car designs and/or my taste but I feel all EVs look the same without much personality. Not even mentioning the chinese brands because Geely, Leapmotor, BYD etc all look the same to me.
Say we have a Lexus LX 600 https://www.lexus.com/models/LX Why does this car can't be released as is, the same design and same interior but with an EV drivetrain?
Have you had a chance to ride in the Chinese EVs? Opinions on exterior designs are pretty subjective and change a lot over time (see: Porsche 996). I've driven and ridden in a lot of Chinese EVs over the past two years and find them much more luxurious than ICE cars across the price range. Most of them have huge panoramic sunroofs now that make even the small cars feel open and spacious, the technology is actually useful instead of a gimmick (Chinese navigation apps are way better than western ones, which is a big deal when the primary interface is a tablet), many of the cars can autopark/drive, they have cameras for all the blind spots, USB-c and magnetic chargers everywhere, fast charging, etc. etc.
I would encourage anyone that lives in America or Europe and hasn't been to China in the past five years to go see it for yourself. Take what western media writes with a grain of salt - you might be surprised.
There is staggering number of consumer debt in us because people buy luxury cars they can’t afford. We don’t need more 100k evs. We need 20k evs.
Car makers can't win! Release an EV with "personality" aka looks different from an ICE, and people will complain why can't they make an EV that looks like a normal car. Release an EV that looks like a normal ICE and someone's going to complain it has no personality. Ah well.
It's as if the world is filled with many people with lots of different opinions
> yet to see an actual premium EV akin
thats because there is zero demand as has been all over the news the past years. the european and especially german car industry wasted billions on EV strategies that now have to be rewound because it turns out there is basically zero demand for expensive EVs. people that can afford expensive cars want ICE.
The BMW i4 is probably what you're looking for.
I think it's a huge regression vs. the goofy looking i3 (which is carbon fiber, has a working jog wheel, etc). The i4 is basically exactly a modern BMW sedan, but an EV. I think they moved to a platform that lets them just switch between ICE, hybrid and EV. You can even set the safety tone to make it sound like a BMW with tuned exhaust pipes.
My i3 is my favorite car ever. If it looked like a BMW I would have never considered it. The i3 is such a pure design statement. The only other ev I would describe that way is the now defunct Canoo.
Have you looked at Polestars? They're nicer than any ICE car I've ever driven.
The Cadillac Escalade IQ is… a Cadillac Escalade with an electric powertrane. It is as nice as any of the brands mentioned.
The Lucid gravity is in the same discussion.
Lexus is releasing the TZ which is the equivalent to the TX gasser.
> an actual premium EV
Porsche Taycan.
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BYD is basically the only car company that has showed off cars I would like to buy.
I was in Montevideo this weekend and all car service cars I rode were Chinese EVs. They all seemed great and when I had Claude look up pricing they were all very well-priced. While I myself would loe a BYD Seagull or Dolphin, the more expensive ones like the Greely EX5 looked much cooler than much more expensive cars I see on roads in the US.
Why?
They have some minor problems like axis falling off.
Is that an issue with their export models?
Is it supposed to do that?
No, that is not very typical.
Same. The only brand I know that even comes close is Kia but even then they don't have many EV's and the cost is still pretty high compared to BYD.
Hyundai and Kia are being hit pretty hard by tariffs, and the expiration of the EV tax credit.
https://www.carscoops.com/2026/03/tariffs-kill-kias-hottest-...
Kia (and Hyundai) have a big problem with their ICCUs dying. They extended the warranty but no fix, which means your car could die at any time.
Kia has ev2,3,4(x2),5,6 and 9, plus the pv5 in our market. They probably just determined they can't sell them in your market.
I tried to buy an EV3 last weekend but every dealership around me is sold out through the year.
Not clear to me why they started it with such low inventory, but I ended up getting a new Leaf since I couldn't wait another bunch of months.
there is a reason.
Is there a reputable summary that explains the cheaper sales price? I'm having a hard time believing it all boils down to politics, but there's way too much noise in the way.
The Koenigsegg CCGT1 looks quite nice.
The Jonckheere Rolls-Royce is my #1.
I think the only Chinese EV that interests me is the Xiaomi SU7, and even then I'm extremely unlikely to ever buy one.
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I've been in a few BYDs as a passenger, I actually cannot fathom people spending money on them considering how low/cheap quality the interiors are. Like those garbage thin fake leather seats will have to be replaced within a year of use tops. Oh and also we broke the trunk's bedding by putting a mere 40kg bag in it, it just straight up collapsed.
The average consumer isn’t going to buy an electric car for climate reasons - they’re going to buy it to save money. So they want it cheap and they want to not have to wait ages for it to charge. The Chinese cars deliver on both fronts (provided sufficient infrastructure for fast charging). If the car doesn’t last 10 years that’s okay if they’re saving enough money.
> spending money on them considering how low/cheap quality the interiors are
Because that's the point. It's a cheap reliable car that cut corners for high $$$ ROI fleet cars. There's reason most of PRC taxi fleet converted to BYD EVs over last 10 years. It's statistically battle proven and economical, they'll 500,000km like ICE fleet cars and save 30k USD - on fuel + maintenance savings alone you can buy another 2 fleet BYDs. Like a fleet operator would have to be economically stupid to not go for BYD tier EV. You get to enjoy cheap seats.
It's bringing EVs to the masses. There's so much potential in places like Europe and Latin America, where most consumers don't drive big SUVs and trucks. Apparently battery packs were about $1,200 per kWh in 2010, today it's $140/kWh. EVs are finally becoming mainstream
I don't know the model exactly but every Uber (maybe six of them?) I was in in Mexico City was the same model BYD and it was really plasticky and they all rattled on every bump in the road.
Maybe their more expensive models are better but they're damaging their brand putting it on those cars.
Does it get you to point A and B? Is it an EV? Is it cheaper than the options currently available? If yes some people will say it’s worth it.
It's really not much different than most cars people use every day. Nothing weird is happening with my seats. (Sealion 7) And I put 40kg+ in the boot without problems either. I've not seen reports of this being a problem overall - maybe you just got very unlucky?
I get not liking something for personal preference reasons, but going as far as garbage and cheap quality in this case just... doesn't match reality. It's a perfectly fine car that works. Lots of people are happy with it.
They just need to last 3 years on a PCP for most people. No-one buys cars any more.
I can. There’s no other equivalent in south east Asia. They are consistent, they are cheap to operators, they have a viable and trusted dealer network and are cheap to purchase with immediate upsides.
Have you priced a similar car like a Toyota vios or Yaris or Honda hrv or brv. These are ICE and gas is what, in the Philippines 2$.gallon?
The only viable alternative that is non Chinese for South east Asia is ironically Vinfast, which are available in the USA and quite ibexpensively.
If you’re biggest claim is the “sear” and the “trunk bedding” you are missing the entire point of what this car is and it’s market position.
But hey, this is how propaganda works.
I feel like they are literally Tesla replicas. I thought fit and finish inside the few I’ve been in over the last 2 years or so was pretty good.
Unlike Teslas, several that I've been in had a small display that showed things like current speed in the traditional position behind the steering wheel. Only having that large, center display in newer Tesla's freaks me out. I haven't driven one myself but it seems very unergonomic.
40kg is heavy, two medium plates in weighlifting.
Sure, but it shouldn't break a damn car.
40 kg is nothing? A feed bag? A lead-acid battery? My backpack? I've put far heavier things in the back of our cars - generators, compactors, engine blocks - without a buckle or a scratch to show for it. That's in European-style station wagons like Skoda Octavia or Volvo V-series.
What models? The mid and top-tier models are on par with entry-level Euro, for half the price.
My Sealion 7 is nicer than my C-Class Mercedes.
Was going to say something similar - the interior on my Sealion 7 is great! It's better than the BMW or E-Class Mercedes I had before.
So you don't see past the leather seats?
(That approximately nobody outside the US really cares about)
Take it easy Grok
This is not the place to have a negative opinion.
I feel like most of the people I know (Americans) don't truly realize how utterly dense and populuated Chinese cities are.
I think about my home city (6th largest in the US) with its singular interstate looping around our metro area - and Beijing has five of these ring roads on top of having a far more robust public transportation system and tons of scooter/bike usage still.
A single carmaker outselling all of US-made electric vehicles is just normal especially given the prices of these cars (down to something like $8000 USD) and the fact that they live in such dense areas that don't require you to drive 20 miles just to, for eg, get to a Costco or something. So you can have these ultracheap cars with maybe twice the range of lithium-powered golf carts and not spend a ton of money on it along with having 5x the population.
One bellweather reason for this state being impressive is that this is china's domestic market demonstrating the buying power needed to fuel private innovation
This used to be something only the US could do. China always had the population. But it wasnt rich enough to create local demand. Now it can and that creates a flywheel effect of feuling its own innovation, like EVs, LLMs, reusable rockets, sattelite ISPs, and all the other thingsthe US prides itself on.
And eventually it might even make novel things the US or anyone else hasnt even made yet. If that happens then the american empire is truly over
USA bans the onboard Chinese automotive software for national security reasons, effectively banning Chinese cars.
For all the talk about data and technology sovereignty in Europe about USA tech, you would think they would take that more seriously too. Instead Europe is flooded with underpriced Chinese cars that they have no control over.
And the United states is likely to never get them. Unlike the chicken tax with light trucks, I wouldn't be surprised if the BIG 3 are so afraid they lobby to completely block them from ever being built and sold here.
I've been seeing more and more JAC small pickup trucks (diesel though, not electric) around Austin lately. I think people are bringing them up from Mexico.
I would hazard that they'll buy their way into the local market: partner with a Big 3 manufacturer, build a plant somewhere in the South, and then sell a car 50% more expensive than what they sell in Mexico.
Is there a point where they have no choice?
US is less than 19% of the global auto market. It’s unfortunate, but the rest of the world will get them.
BYD is having another ten car carriers built to support growing exports. They’ll be the world‘s biggest auto maker in the next five years.
BYD expands EV shipping fleet as wars upend freight costs and key trade routes - https://news.ycombinator.com/item?id=50333037 - November 2026
- The world’s largest electric vehicle maker will expand its fleet of car-carrying cargo ships to 18 from eight by 2029, according to shipping industry reports. Each new carrier will have the capacity to carry about 9,200 cars and will be built by China Merchants Industry.
- Owning its fleet could cut BYD’s cost to ship each car abroad by as much as 40% compared with renting carriers, according to one industry estimate. BYD’s increasing export capacity could help it push further into global markets, intensifying competition for automakers including Tesla and traditional U.S. brands.
https://cnevpost.com/2026/09/07/byd-targets-2-5-million-over...
- BYD aims to sell more than 2.5 million vehicles overseas in 2027, extending its rapid international growth through a larger shipping fleet and increased production abroad
- Its Indonesian plant has started production, its Brazilian plant is ramping toward annual capacity of 300,000 vehicles, and its Hungarian plant is expected to begin assembly in November or December, Deutsche Bank noted.
I would say it's actually more complicated than that. Here is a good video that goes over the situation, and multiple perspectives on it: https://www.youtube.com/watch?v=Nim61oVLdwk
TL;DR They severely reduced the number of components by integrating parts into larger pieces. This trades upfront cost savings for longevity concerns and repair prices down the road.
One could argue the US wants to ban them solely because it undercuts other manufacturers, but there's more.
You can also argue it's not good for many other people, like:
- the average consumer (that expects a quality long-lasting product)
- the insurance companies that will be footing a lot of the repair bills
- independent repair shops that either won't get those jobs, cannot actually perform the work due to tech/service monopolies, or simply lose revenue because the work is shorter
Surely it will be better for the insurance companies. Higher costs lead to higher premiums and higher profits.
That's not how insurance profits work. The profit is the spread between insurer income (premiums) and expense (repair costs).
Sortof. There's no guarantee they wouldn't lose customers/revenue if everyone started buying BYDs or NIOs... they could decline to insure those cars at all due to the high repair cost, or not cover all of it, and that affects more than just themselves.
We already have stats for Tesla Model 3, and they rarely have problems with the battery and propulsion. So it's a trade-off, fewer parts also mean that you can overengineer them more easily.
There are also third-party replacements available now, because it's not that hard to manufacture most EV components, outside the critical high-voltage paths.
The west doesn’t want to move forward and instead are doubling down on fossil fuel energy. It’s so sad. Car manufacturers have succeeded in lobbying out change and making your vehicle a subscription.
The real story here is the splintering of "the west". The US doesn't want to move forward, but UK, Europe, AU/NZ all do.
It's not clear to me where Canada stands on this issue. I know they're an exporter of fuel to the US, so perhaps they are more US aligned on this? Sadly, I think this highlights the problem with Carney's middle powers idea - it's difficult to all work together when you have competing interests.
the citizens want cheap electrics
but the federal and ontario governments want to protect the auto industry in southern ontario
we did just let in something like 50,000 chinese vehicles this year though
The west? As far as I am concerned, EU moves towards EVs as well. Not as fast as China does, but it does. It's the US that doubles down on ICEs (pun intended).
A lot of the fossil fuel industry is interested in people switching to electric. Not every one of them produces automotive gasoline after all.
> The west doesn’t want to move forward and instead are doubling down on fossil fuel energy
The west? You mean the USA. Europe is happy to leave the past behind.
Check and see where VW, BMW, Citroen and Peugeot are with regard to EV production vs ICE. They are no where near 'wanting to leave the past behind' as it would mean lots of mittelstands losing out and lots of jobs evaporating.
China is the one doubling down on fossil fuels. They are commissioning several coal plants. Meanwhile, the us is still reducing CO2 emission (us is currently at pre-WWI levels) and the mix of renewables is increasing.
Coal is a stopgap for china. Until their renewables expansion can sustain their growth targets. They are being very veey aggresive in renewables until then to make that happen
Can you tell me your source for your comment
Google says that in the last 5 years China has increased renewable from 464 GW to 1,840 GW
And fossil fuels from 1,250 GW to ~1,590 GW
So given they are increasing the mix of renewables I'm not sure doubling down on renewables is a good phrase
Are you shitting me these are basic facts that you can VERY easily find yourself?
https://www.forbes.com/sites/katharinabuchholz/2026/02/27/ch...
https://decarb.co/us-carbon-emissions-per-capita-a-20-year-t...
They're building everything. Built more solar in 2025 than the US has in total, almost the same for wind, and currently building 36 nuclear plants. Also building more coal but coal usage is going down.
pre-WW1 what? Source?
Per capita they are correct. Lots of coal burnt inefficiently for heating houses perhaps.
To be honest there are a few red flags in the comment we've replied to if you know what I mean
It's less an industry thing and more a war thing. US wants to fight more wars and for that you need a plentiful supply of portable energy that other countries can't block. For physical wars that's petroleum fuels. By controlling "Greater North America" they can secure their cheap fuel supply and hunker down here. Investing in green energy would de-emphasize the infrastructure you need to process and use massive amounts of oil for cheap.
You realize that “the west” is not just the United States, right? There are plenty of western countries around the world where EV sales are exploding. The Nordic countries and Australia come immediately to mind.
Australia has also seen an immense uptake in residential solar and batteries, driven by tariff-free imports from China.
"the West" geographically yes but the Australian public is hoovering up EVs right now.
Whoever hits the right window on an electric ute is going to make bank (it's probably more about getting another battery price reduction at this point so you can throw energy at the aerodynamics and range issues).
Australia and New Zealand don’t make cars? They have no skin in the game…
Are you suggesting customer demand does not influence car manufacturers?
There is no logical reason to ban vehicles except protectionism and protection of manufacturing capability domestically. There is no security risk from Chinese EVs that requires a full ban.
There are plenty of other reasons. Humanitarianism is a big one, but there are others.
> There is no security risk from Chinese EVs that requires a full ban.
Just because you're not paranoid doesn't mean they're not out to [map] you.
Of course there is a risk to allowing networked automobile sensor packages on your streets if they're feeding a potential adversary live info on everything going on on and around your roads. Denying this isn't virtuous or smart or benevolent, it is at the best naïve.
I'm not naive. They could require cars be functional with zero network connectivity.
They don't need to ban a nation's cars, they need to set safety standards.
But they want cars to be trackable by their own systems, so they don't want the public getting reacquainted with privacy protection.
Disagree... they're a lot more integrated than other cars, meaning less parts in a way, which is cheaper to buy, but much more expensive to repair later.
Consumers want protection from cars they can't afford to fix.
Insurance companies want protection from costly warranty repairs.
Mechanics want protection from cheap highly-integrated gatekept parts that they can't work on, and/or won't get paid as much for.
And that's why we're banning American-made Teslas, where denting the rear bumper requires replacing the entire back of the car because of all the sensors and cameras baked in. Right?
>Consumers want protection from cars they can't afford to fix.
Said who ? If it's under warranty for long enough and cheap enough then I don't really care even if I have to fully replace it in 5 years and sell for scrap. Without tariffs that's what the price would be.
Are you suggesting consumers want cars they can't fix?
They may regret it when the battery dies and it's a $20k repair because they're actually structural components on those cars. Or a single $20 sensor dies that's part of a larger non-serviceable $5k component.
I don't think that's a concern sufficient to ban import. Why not impose requirements for spare parts manufacturing and modularity?
Again, if they wanted to work in the interest of affordability and electric vehicle promotion, they would. They're being protectionist for Ford and GM.