10 Comments
Sep 11Liked by Tu Le

I suspect that the average American will appreciate domestic EV alternatives to the Scandinavian Tesla minimalism. If that is so, where will Tesla be then ?.

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Sep 11Liked by Tu Le

I'm in Australia, BYD and Chinese IC sales are going very well, based on how many Havals/Chery/BYD I see on the road. Buyers buy on features price, Tesla is lot now the early EV worshippers have got a Telsa.

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author

Zeekr and XPeng coming too. And remember because of 🇪🇺 tariffs, 🇦🇺🇯🇵🇸🇬 and 🇰🇷 are much more attractive export markets.

What will help but (I’m told not likely) is a subsidy program to encourage purchase.

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What is now obvious is that massive mergers are on the cards simply for some sort of survival as a brand with China as the logical beneficiary.

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Yes we in Australia are very lucky we don't have tarrifs , so we get all the options and decent pricing (once more brands show up).

Very interesting 5 years ahead for new car buyers no in US/EU :)

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author

It’s just going to take more <$45K vehicles to choose from. Blazer and Equinox will help. R2 should too.

But that means we are getting closer to 2030 which means we have plenty of time to set up the necessary charging infrastructure.

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founding

Don't know many people subscribe to the "Wall Street Journal", great article on Jim Farley, the CEO of Ford, and his reaction to his trip to China. I posted the link, hopefully some non-subscribers can read it.

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America's greatest problem is that foreign temptations aren't commercial propositions in the US 'closed shop' (parochial) media.

If it ain't American it can't be much good - is the path to US domestic auto industry irrelevance. Tarrifs can't save them.

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founding

I believe American's will eventually buy Chinese vehicles if they offer superior value, your point about the media taken. There are a good percentage of Americans that will never buy an American car after experiencing the reliability of a Toyota, Honda etc. They feel that if it's an American car, it can't be much good to borrow your phrase. Agree with you, the US industry is up for a big challenge and it's debatably whether they can survive.

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