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> Most countries don’t have enough domestic auto production to care Countries without domestic production are also not major consumer markets, and when aggrega

> Most countries don’t have enough domestic auto production to care Countries without domestic production are also not major consumer markets, and when aggregated into major trading blocks like the EU their most influential member states do have domestic production and a strong protectionist bent so I expect they’ll also be strong armed into a protectionist umbrella. It also makes sense for Europe as a whole to not have its domestic production product dumped into oblivion as globalization crumbles.

seanmcdirmid 3y ago
That really isn’t true. Australia is a major consumer market, SEA has money to buy things even if they don’t make many cars outside of maybe Thailand. Ceding the car markets of just the non major countries is enough to create huge waves in the industry. The EU and the USA can lockdown its market with Japan, but that’s about it.
- nyokodo 3y ago
  > Australia is a major consumer market Australia is more than nothing, but a country with 26 million people and about 1.2 million new car sales annually isn’t tipping the scales of the global market too much. They’re also geopolitically aligned with the USA so the medium to long term outlook is negative for China trade relations. > SEA has money to buy things even if they don’t make many cars outside of maybe Thailand Every region has money to buy things and their business isn’t worthless, but SEA isn’t a big consumer market yet and isn’t going to be making up for the loss of/reductions in the big consumer markets. There’s only so many sales that the region can absorb even if we don’t factor in the fact that the region is adjacent to and frequently the target of Chinese military belligerence recently and for centuries. There is increasing regional geopolitical alignment with the USA albeit at arms length.
  - seanmcdirmid 3y ago
    We definitely aren’t making enemies in SEA, but we are not close enough friends yet that they are willing to take a hit on getting cheap cars from China. Australia also, they are basically the only country that will follow us anywhere to war (eg Vietnam), but even they will buy BYD over Ford if the price is right.

seanmcdirmid 3y ago

That really isn’t true. Australia is a major consumer market, SEA has money to buy things even if they don’t make many cars outside of maybe Thailand. Ceding the car markets of just the non major countries is enough to create huge waves in the industry. The EU and the USA can lockdown its market with Japan, but that’s about it.

nyokodo 3y ago
> Australia is a major consumer market Australia is more than nothing, but a country with 26 million people and about 1.2 million new car sales annually isn’t tipping the scales of the global market too much. They’re also geopolitically aligned with the USA so the medium to long term outlook is negative for China trade relations. > SEA has money to buy things even if they don’t make many cars outside of maybe Thailand Every region has money to buy things and their business isn’t worthless, but SEA isn’t a big consumer market yet and isn’t going to be making up for the loss of/reductions in the big consumer markets. There’s only so many sales that the region can absorb even if we don’t factor in the fact that the region is adjacent to and frequently the target of Chinese military belligerence recently and for centuries. There is increasing regional geopolitical alignment with the USA albeit at arms length.
- seanmcdirmid 3y ago
  We definitely aren’t making enemies in SEA, but we are not close enough friends yet that they are willing to take a hit on getting cheap cars from China. Australia also, they are basically the only country that will follow us anywhere to war (eg Vietnam), but even they will buy BYD over Ford if the price is right.