2 Comments

China EVs are only a threat because the 'big three' (Ford, Chrysler, GM) have been so slow to adopt EVs. Now they're yrs behind in rolling out affordable EVs.

Expand full comment

What is your evidence that BYD will circumvent the “text and spirit” of CUSMAs local content requirements? The link provided goes to “page not found”.

You also mention the frequent violations by Mexican based companies on labour regulations and the ineffectiveness of the RRM to address. Evidence would be nice rather than unsubstantiated claims.

Expand full comment