https://www.carscoops.com/2026/03/tariffs-kill-kias-hottest-...
BYD is having another ten car carriers built to support growing exports. They’ll be the world‘s biggest auto maker in the next five years.
BYD expands EV shipping fleet as wars upend freight costs and key trade routes - https://news.ycombinator.com/item?id=50333037 - November 2026
- The world’s largest electric vehicle maker will expand its fleet of car-carrying cargo ships to 18 from eight by 2029, according to shipping industry reports. Each new carrier will have the capacity to carry about 9,200 cars and will be built by China Merchants Industry.
- Owning its fleet could cut BYD’s cost to ship each car abroad by as much as 40% compared with renting carriers, according to one industry estimate. BYD’s increasing export capacity could help it push further into global markets, intensifying competition for automakers including Tesla and traditional U.S. brands.
https://cnevpost.com/2026/09/07/byd-targets-2-5-million-over...
- BYD aims to sell more than 2.5 million vehicles overseas in 2027, extending its rapid international growth through a larger shipping fleet and increased production abroad
- Its Indonesian plant has started production, its Brazilian plant is ramping toward annual capacity of 300,000 vehicles, and its Hungarian plant is expected to begin assembly in November or December, Deutsche Bank noted.
My Sealion 7 is nicer than my A-Class Mercedes.
Consumers want protection from cars they can't afford to fix.
Insurance companies want protection from costly warranty repairs.
Mechanics want protection from cheap highly-integrated gatekept parts that they can't work on, and/or won't get paid as much for.
Said who ? If it's under warranty for long enough and cheap enough then I don't really care even if I have to fully replace it in 5 years and sell for scrap. Without tariffs that's what the price would be.
They may regret it when the battery dies and it's a $20k repair because they're actually structural components on those cars. Or a single $20 sensor dies that's part of a larger non-serviceable $5k component.
I think about my home city (6th largest in the US) with its singular interstate looping around our metro area - and Beijing has five of these ring roads on top of having a far more robust public transportation system and tons of scooter/bike usage still.
A single carmaker outselling all of US-made electric vehicles is just normal especially given the prices of these cars (down to something like $8000 USD) and the fact that they live in such dense areas that don't require you to drive 20 miles just to, for eg, get to a Costco or something. So you can have these ultracheap cars with maybe twice the range of lithium-powered golf carts and not spend a ton of money on it along with having 5x the population.
This used to be something only the US could do. China always had the population. But it wasnt rich enough to create local demand. Now it can and that creates a flywheel effect of feuling its own innovation, like EVs, LLMs, reusable rockets, sattelite ISPs, and all the other thingsthe US prides itself on.
And eventually it might even make novel things the US or anyone else hasnt even made yet. If that happens then the american empire is truly over
For all the talk about data and technology sovereignty in Europe about USA tech, you would think they would take that more seriously too. Instead Europe is flooded with underpriced Chinese cars that they have no control over.
In fact that's my problem with all EVs because EVEN Lexus, Acura, and Genesis is not sticking to their premium quality when they release an EV version of their ICE cars. The Lexus ES ICE is legendary. The Lexus ES EV looks like a plastic coffin with 2 tablets. It's probably the zeigeist of car designs and/or my taste but I feel all EVs look the same without much personality. Not even mentioning the chinese brands because Geely, Leapmotor, BYD etc all look the same to me.
Say we have a Lexus LX 600 https://www.lexus.com/models/LX Why does this car can't be released as is, the same design and same interior but with an EV drivetrain?
TL;DR They severely reduced the number of components by integrating parts into larger pieces. This trades upfront cost savings for longevity concerns and repair prices down the road.
One could argue the US wants to ban them solely because it undercuts other manufacturers, but there's more.
You can also argue it's not good for many other people, like:
- the average consumer (that expects a quality long-lasting product)
- the insurance companies that will be footing a lot of the repair bills
- independent repair shops that either won't get those jobs, cannot actually perform the work due to tech/service monopolies, or simply lose revenue because the work is shorter
(That approximately nobody outside the US really cares about)
Have you priced a similar car like a Toyota vios or Yaris or Honda hrv or brv. These are ICE and gas is what, in the Philippines 2$.gallon?
The only viable alternative that is non Chinese for South east Asia is ironically Vinfast, which are available in the USA and quite ibexpensively.
If you’re biggest claim is the “sear” and the “trunk bedding” you are missing the entire point of what this car is and it’s market position.
But hey, this is how propaganda works.
reactordev•33m ago
XorNot•25m ago
Whoever hits the right window on an electric ute is going to make bank (it's probably more about getting another battery price reduction at this point so you can throw energy at the aerodynamics and range issues).
Danox•18m ago
ranger_danger•2m ago
cromka•25m ago
anon7725•24m ago
Australia has also seen an immense uptake in residential solar and batteries, driven by tariff-free imports from China.
p_j_w•23m ago
The west? You mean the USA. Europe is happy to leave the past behind.
dnautics•20m ago
Hikikomori•6m ago
samrus•1m ago
bashtoni•15m ago
It's not clear to me where Canada stands on this issue. I know they're an exporter of fuel to the US, so perhaps they are more US aligned on this? Sadly, I think this highlights the problem with Carney's middle powers idea - it's difficult to all work together when you have competing interests.
0xbadcafebee•7m ago