Quote from: Dogedegen on Today at 12:02:24 AM

Quote from: blockman on July 14, 2025, 11:49:58 PM

As for the fall of it? I think it will be related to the minerals that are just limited for the battery creation. But that might take time as China has got a lot of friends if it's about these natural resources needed in producing these BYD and other chinese brand of cars. Tariffs will certainly impact that a lot but they don't care about for the likes of US, they won't just go into their market unless there's a strong demand there. I am seeing this brand of car in the road everyday and it's got a strong sales here in the Philippines. But if God blesses me with some extra money I am not yet sure if this is the kind of car that I'll purchase.

China is the leader in many minerals that are needed in battery creation and leader in their processing, I am sure they are better positioned that any other country. You can observe their power when they threaten to limit rare metal exports, the west gets quite spooked.

I agree, that they're in a better position than most of the countries who are also in the industry. They've got allies and not just from their country they get their minerals but I think also in many African countries where they've injected their debt trap. And this is also one of the reasons why there is tension between China and Taiwan. Taiwan is known for semi conductors and this tension has made it even stronger because of the EV market.

Quote from: khiholangkang on Today at 05:35:43 PM

Quote from: blockman on July 14, 2025, 11:49:58 PM

As for the fall of it? I think it will be related to the minerals that are just limited for the battery creation. But that might take time as China has got a lot of friends if it's about these natural resources needed in producing these BYD and other chinese brand of cars. Tariffs will certainly impact that a lot but they don't care about for the likes of US, they won't just go into their market unless there's a strong demand there. I am seeing this brand of car in the road everyday and it's got a strong sales here in the Philippines. But if God blesses me with some extra money I am not yet sure if this is the kind of car that I'll purchase.

China has many friends, including Indonesia, which consistently provides resources for battery manufacturing. Nickel is a key ingredient in battery manufacturing, and by 2022, 85% of our nickel exports were going to China, partly to meet battery manufacturing needs.

This may not only apply to BYD, but also to other companies like Wuling, Xpeng, Chery, and others. They manufacture a wide range of products. So I believe China has a significant opportunity in the EV industry, offering both lower prices and better performance. By the way, Tesla's sales have declined since BYD entered the global market.

So aside from the other African countries, they also have Indonesia on their back. They're really taking over the market and this is why Uncle Sam is mad at them. They're taking over the EV industry and not just that even in smartphones too provided all of the resources needed for manufacturing.