2025 EV & self-driving news

[Brovane]

umm, I don't think importing cars require building a factory. They may need to build a local server farm though. The deal is one of tariff reduction with import limits.

https://www.cbc.ca/news/politics/what-is-in-canada-s-trade-agreement-with-china-9.7049082

We'll see if BYD survives this Iran fiasco. Middle East was like BYD's number 2 market last year and well, cars are not moving through the Straight of Holmuz.

In order to obliterate American EV sales in Canada they will need either a higher import cap than 70,000 (initially 49,000) units a year for Chinese vehicles or a factory in Canada.

 

[Fenixgoon]

In order to obliterate American EV sales in Canada they will need either a higher import cap than 70,000 (initially 49,000) units a year for Chinese vehicles or a factory in Canada.

Unless US vehicles are so prohibitively expensive that they sit on dealer lots anyway, and sales go to effectively 0.

Chunese vehicles coming in at a much lower entry price means they are likely to sell quickly

 

[Brovane]

Unless US vehicles are so prohibitively expensive that they sit on dealer lots anyway, and sales go to effectively 0.

Chunese vehicles coming in at a much lower entry price means they are likely to sell quickly

"The 49,000-unit cap represents less than 3% of Canada’s annual new car market. That’s a tight leash, and it raises real questions about whether 20 dealership locations can sustain healthy volumes when the total available supply is capped at under 50,000 units split across multiple brands."
At single digit percentages of the annual new car market with the current unit-cap Chinese Brands just don't have the volume to obliterate US EV sales in the Canadian market.

The deal also requires Chinese automakers to establish joint ventures for vehicles or batteries within Canada within three years — a provision designed to attract manufacturing investment alongside retail sales.

I think BYD is going to setup a factory in Canada to build cars to allow them to sell more cars than what the cap allows.

 

[Brainonska511]

Just like EV cars, EV trucks need infrastructure to support them. But much more powerful (like 1MW chargers).

The major OEMs in the industry already have electric vehicles on the road in mass production (well...low 1000s of units per year), so it will be interesting to see how the tesla truck compares to the established players who have had a couple years head start

We used to be a country that knew how to ship things with electrified vehicles (or ones easily electrified) with our expansive rail network that we've allowed to atrophy - it really would have solved the whole "electric truck range" problem since you'd only need to worry about local delivery and charging could occur at night in a hub. It's rather amusing to ride the train sometimes and see all the repurposed industrial buildings alongside the right of way that still have loading docks spaced appropriately for boxcar delivery for sidings that no longer exist.

 

[Kaido]

More trump winning!
Our disastrous foreign policy hurt all domestic automakers. Tesla was quite a bit self-inflicted though

"We want to invade you, Canada!"

"kthxbye USA EV's"

 

[sdifox]

In order to obliterate American EV sales in Canada they will need either a higher import cap than 70,000 (initially 49,000) units a year for Chinese vehicles or a factory in Canada.

Ah, that is what you meant.