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I'm not going to argue with your general point - the Nissan Versa is, indeed, the national car of Mexico - but EV's are showing up. Rode in a BYD EV Über in Mex
by devilbunny 2y ago
I'm not going to argue with your general point - the Nissan Versa is, indeed, the national car of Mexico - but EV's are showing up. Rode in a BYD EV Über in Mexico City a few months ago.
- alephnerd 2y agoYep! EVs have shown up but the network connectivity is weak outside of CDMX - and Mexico is massive (the size of the entire Eastern seaboard) and not that dense, so range anxiety once outside of CDMX will remain. VEMO is trying to change that [0], but they are concentrating moreso on CDMX at the expense of the rest of Mexico, and a lot of their strategy was based on catering to BYD, which is largely up in the air after the Biden admin pressured AMLO to remove incentives for Chinese automotive manufacturers in Mexico. My hunch is after a couple years, BYD will try to do what SAIC's MG Motors did in India and sell off the entire Mexican subsidiary to a local manufacturer, where MG Motors India is now majority owned and manufactured by JSW Group - a BJP aligned steel and energy conglomerate. I wouldn't be surprised if BYD does something similar now that Nissan is expanding their battery presence, GM+Honda use the same batteries from LG's factories in the US and Mexico, and Volkswagen AG already manufactures batteries in the US. BYD has tried expanding gigafactories for their EV batteries, but they've often faced export restrictions from the Chinese government in these attempts, so I'm not sure a CDK only model like the one they are using in MX today will be competitive for more than 2-3 years. [0] - https://vemovilidad.com/ https://vemovilidad.com/