[piva00]

Couldn't BYD build their cars in Mexico to export to LATAM and the USA at the same time? When I lived in Brazil there were quite a few Mexican made cars from major manufacturers, with the benefit of USMCA (and previously NAFTA) I feel like Mexico is quite well positioned to have Chinese EV manufacturing in its shores.

[ytdytvhxgydvhh]

Currently I believe so, although they likely wouldn’t qualify for the $7500 EV tax credit due to the origin of the batteries. Lawmakers have talked about this scenario with concern, to the extent that I’ve heard BYD is reluctant to actually try it because they suspect the US would pass some protectionist legislation that would suddenly ruin the investment.