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The tariffs would most likely morph to disallow that.
by monocasa 2y ago
The tariffs would most likely morph to disallow that.
- toomuchtodo 2y agoI disagree this would be effective or a path to success. The evidence does not show policy moves faster than capital, and auto tariff policy gymnastics only work until foreign corporations open factories in country (as Toyota, Honda, Nissan, VW, BMW, Mercedes, Stellantis, and Hyundai all have done [US example]). US EV demand is simply not at the point where this is economically rational (imho), yet. And so, you’re stuck with a legacy auto EV, a Tesla, or a BYD with 100% tariff markup for now. Even with the tariff, the BYD is still cheaper than a Tesla.
- monocasa 2y agoIt's not rational, but the current tariffs are explicitly aimed at Chinese EVs and were created faster than they could hit the US market in any sizable quantity even using China's existing manufacturing infrastructure. Policy in support of existing capital that is a heavy hitter politically can absolutely move faster than capital of new entrants. And with both political parties explicitly being anti-chinese capital currently, it's not clear that a chinese factory would even be allowed to open domestically.