|
|
|
|
|
by Grombobulous
19 hours ago
|
|
It will happen. My guess is that Canada is BYD’s pilot into the US. They have very similar buyer characteristics and the Canadian tariff deal allows them to enter the market without taking the risks of local factories. It won’t take much to get BYD access to the US. It’s a two-step process: - Toss a million bucks at Trump or wait for a Democratic administration - Build a plant in Alabama/Tennessee/South Carolina/Georgia That’s literally all it takes. |
|
I am not as optimistic. If that doesn't happen the only candidate likely to let china do as they wilt is aoc. Vance would happily start ww3 with them. Rubio/newsome/shapiro etc will all keep the full pressure of all allies in them, potentially kicking them out of places they already sell.