Canada / USA / Mexico moves mostly in lockstep thanks to NAFTA. I don't think Canada or Mexico are looking to accept these dumped Chinese vehicles.
> Central and South America, parts of Asia
Brazil is all into Ethanol and is the largest economy of South America IIRC. India is highly protectionist, so good luck selling things there.
Once we knock out the obvious contenders, its not very clear who will buy this massive pile of Chinese EVs. Africa? They barely have electric infrastructure. Who will build all the power-plants so that EVs become feasible there? Especially if we assume the richer parts of Africa (ex: Egypt and South Africa) moving with Britain like they tend to do.
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Tesla has already a growing inventory problem, in part due to Gigafactory Shanghai directly competing with Chinese vehicles like BYD. Tesla has been forced to collapse the prices of its entire lineup in China/Europe, while NA demand is also falling due to overproduction.
I dunno, its not very clear that China overproducing EVs is a good move. There's a lot of risks here.
> Who will build all the power-plants so that EVs become feasible there? Especially if we assume the richer parts of Africa (ex: Egypt and South Africa) moving with Britain like they tend to do.
They do energy sector stuff as well. They've invested in several big hydropower projects over the years and a number of fossil fuel plants. I believe in the past year or two there's been an effort to refocus the projects towards clean energy as well, calling it the "Green Silk Road."
Of course, it appears somewhat controversial how successful these projects have been.
> Central and South America, parts of Asia
Brazil is all into Ethanol and is the largest economy of South America IIRC. India is highly protectionist, so good luck selling things there.
Once we knock out the obvious contenders, its not very clear who will buy this massive pile of Chinese EVs. Africa? They barely have electric infrastructure. Who will build all the power-plants so that EVs become feasible there? Especially if we assume the richer parts of Africa (ex: Egypt and South Africa) moving with Britain like they tend to do.
--------
Tesla has already a growing inventory problem, in part due to Gigafactory Shanghai directly competing with Chinese vehicles like BYD. Tesla has been forced to collapse the prices of its entire lineup in China/Europe, while NA demand is also falling due to overproduction.
I dunno, its not very clear that China overproducing EVs is a good move. There's a lot of risks here.