New Energy Vehicles (NEVs) in China

tphuang said:

Here is the problem. The Republicans don't want America to get into evs, because they think it will help china. The democrats want to get into evs, but they bought into the big 3 bs that legacy auto can take over the market. They have no concept of how much the entire ev supply chain depends on china. The entire industry only has 2 viable paths to batteries: china and Korea. And the Koreans rely on Chinese supply chain, because the biggest market in the world is china. So unless Koreans are willing to set up separate supply chain that's china free, there is no avoiding china. America is too small of a market to warrant special treatment at the moment.

Other problem is that you can never achieve low cost production of evs until you rely on Chinese supply chain. You can never scale up production until you rely on Chinese supply chain. So you are going to get a situation where Tesla continue to expand in Shanghai and exporting production there to rest of the world. It doesn't matter that Tesla will probably need to pay 10% tariff to export to Europe since the production cost at Shanghai is so much lower than Berlin. At some point, it's going to make sense for Tesla to export cars from Shanghai to America even with the tariffs.

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henrik said:

Korean battery makers need to be wrecked, as much as korean ssd flash and sdram makers need to be wrecked.

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supercat said:

High-nickel cathode company - South Korea EV battery makers really bet their houses on the wrong battery chemistry. Still, this will affect quite a few premium NEV brands worldwide and South Korea's own companies downstream. Such move will also demonstrate the importance of China's EV battery supply chain again.


It was inconceivable that China could develop an engine for a sports super car during the ICE era. Yet here we are, the 1,225 hp (1.5 times the Formula 1 standard) and 12,000 Nm (8850 ft-lb) electric motor that gives a 1.9-second acceleration to 100 km (62 miles) was developed by GAC Aion in-house.

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siegecrossbow said:

Yikes, Elon might go full Wumao when that happens. Hopefully it won’t come to that.

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GodRektsNoobs said:

Well, 马斯克 and 马克思 are eerily similar, sooooo...

@henrik currently Chinese small displacement ICE engines are actually fairly competent, espcially in terms of efficiency. The only issue is that Chinese companies lack experience and incentive to build large displacement gasoline engines. A big part of this is due to government policy regarding emissions. Hence this results in a chicken and egg dilemma: companies have no incentive due to emission tax, thus no experience in building good V8s, which leads to no motivation. If I remember correctly, only GMW and Hongqi currently have V6.

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GodRektsNoobs said:

Well, 马斯克 and 马克思 are eerily similar, sooooo...

@henrik currently Chinese small displacement ICE engines are actually fairly competent, espcially in terms of efficiency. The only issue is that Chinese companies lack experience and incentive to build large displacement gasoline engines. A big part of this is due to government policy regarding emissions. Hence this results in a chicken and egg dilemma: companies have no incentive due to emission tax, thus no experience in building good V8s, which leads to no motivation. If I remember correctly, only GMW and Hongqi currently have V6.

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henrik said:

This looks like another case of the government limiting the growth and innovation of the economy. They think they are doing the right thing, but they are actually contradicting their own broader long term goals.

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