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tooltalk
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Comments by "tooltalk" (@tooltalk) on "China's BYD New Hybrid Cars: Ultra-Long 2,000 km Range For Under $14,000" video.
Not sure where you are from, but in the US; Mitsubishi and Dodge have the deadliest cars.
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No worries. China hasn't allowed foreign battery makers in local EV market since 2016.
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@nibushishuheihei : Tesla uses cheap, inferior Chinese batteries for cheap, low-end EVs only; and Japanese/Korean for Long Range/Performance models. This WSJ article explains why foreign EV makers use Chinese batteries: Power Play: How China-Owned Volvo Avoids Beijing’s Battery Rules Car maker is allowed to use high-end foreign technology, while rivals are squeezed into buyingl ocal, Trefor Moss, May 17, 2018, WSJ. "... China requires auto makers to use batteries from one of its approved suppliers if they want to be cleared to mass-produce electric cars and plug-in hybrids and to qualify for subsidies. These suppliers are all Chinese, so such global leaders as South Korea’s LG Chem Ltd and Japan’s Panasonic Corp. are excluded. ..."
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@nibushishuheihei (continued) ... Foreign batteries aren’t officially banned in China, but auto executives say that since 2016 they have been warned by government officials that they must use Chinese batteries in their China-built cars, or face repercussions. That has forced them to spend millions of dollars to redesign cars to work with inferior Chinese batteries, they say. ... “We want to comply, and we have to comply,” said one executive with a foreign car maker. “There’s no other option.”
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@dream-of-ice Firstly, China's EV subsidies have been around since 2009; extended and renewed every 3-4 years. The last "direct purchase subsidy" ended on Jan 1, 2023, but was extended as "tax credit" in June for another 4 years with a budget of $73B (USD equivalent) slightly less than about 4x the amount spent in the preceeding 10 years. Second, no worries, in addition to the WSJ article cited in my previous comment, there are numerous other public info which are now the basis of the EU/US countermeasure against China's EV policies under Xi's Made-China-Great-Again 2025. Third, some foreign battery makers do actually have plants in China, but they make batteries for "export" and still have no access to "local market." In Tesla's case, most LG in the Long Range models end up in Europe.
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@dream-of-ice Sure, by volume China always wins, since China's EV market is about 63% of the entire global EV market. So whereas in China, foreign battery makers have less than 1% market share, outside China, it's more like 80% Panasonic, LG, Samsung, etc, vs 20% Chinese EV. And the only reason for this disparity is the Chinese's force use of locally made batteries by local battery companies only (since 2016)
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Most Americans aren't actually interested in EVs, much less Chinese EVs.
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@johnc1873 : LOL.. nobody wants them.. seriously. you are delusional to believe otherwise.
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CLTC range = 65% of EPA.
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BYD has been making hybrid for a while and this is just an incremental improvement that is hyped. This is like weekly Chinese battery breakthroughs we hear every weeks now. Of course, most of those are just vaporware/hype and we won't see them anytime soon.
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Toyota was right all along!
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Yeah, he died.
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@江泽民-k9n Tesla is not a battery maker. No foreign battery makers allowed in China and all foreign EV makers were forced to use locally made inferior batteries by local battery companies only since 2016.
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@江泽民-k9n LOL.. You are not Chinese, are you? You no bright LOL Let's do a simple math: China's global EV market share 66% multiply that by 99.99999% of EV OEMs forced to use locally made batteries in China = ?? That's "half of global market." you need to work harder for social credit.
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@江泽民-k9n I'm almost positive you are not a Chinese since you've never heard of daddy Xi's Make-China-Great-Again 2025. LOL Perhaps you are a time traveler from 2026 when China's economy is self-destroyed by the C C P's real estate collapse and all that whipping from Trump.
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@江泽民-k9n no worries my comrade. China's cheap, inferior batteries are getting banned in the West -- just like China banned all foreign battery competitors since 2016 in fear of being wiped out. I don't blame your ignorance that China's EV market is already 66% of global market and lack of your analytical ability to see through that 66% of 100% local batteries is still 66%. LOL
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@JayZ-s4x Tesla is trying to, so maybe in 5-8 years. For now, they get 95+% of batteries from Panasonic, CATL, LG and BYD.
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@JayZ-s4x : Tesla will make batteries maybe in 5-8 years; until then 95% of their batteries would come from Panasonic, LG, CATL and BYD.
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@SherwinWong-us8fx repost: argh YT doesn't let me post full comment. Did you bother reading the WSJ I posted earlier (go check the full article)? No subsidies to EVs with foreign batteries and coercion against foreign EV OEMs who tried otherwise under Xi's MIC 2025
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@dream-of-ice Only in China where all EV OEMs are forced to use locally made batteries by local battery companies since 2016. China's coercion is fairly well known in the industry and among trade regulators, which is why the EU filed a WTO complaint in 2018 and now antisubsidy against China.
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@dream-of-ice Also, CATL's combustible NCM811 is also notorious, which is why they are still stuck with NCM while everyone else moved on to next-gen NCM. Just google CATL NCM811
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@江泽民-k9n First, it's not 6-7 years ago -- it's China's on-going policy. Perhaps you've heard of your daddy Xi's Make-China-Great-Again 2025 (or Made-In-China 2025). Second, China's key advantage in battery is raw materials/refining supply-chain, not technology.
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@江泽民-k9n Third, you should ask your gov't why China is so upset about the EU/US's local sourcing/production/tariff. All they are doing is countering China's every anticompetitive, discriminatory policy with more or less equal response: such as limiting subsidies to EVs wtih Chinese bateries, or minerals sources from China; banning Chinese battery/EV companies from accessing local market. China in fact recently filed a WTO complaint accusing the US of doing what China has been doing past 10 years. Not making this stuff up!
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@江泽民-k9n : First, it's not 6-7 years ago -- it's China's on-going policy. Perhaps you've heard of Xi's Make-China-Great-Again 2025 (or Made-In-China 2025). Second, China's key advantage is dominance in battery raw materials/refining supply-chain, not technology.
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@江泽民-k9n >> Even now foreign brands still take up 40%+ of ... << Sure, passenger vehicles have much longer lifetime than, say, smartphones. The decline of 22% in market share is a fairly dramatic outcome of the Chinese gov't anticompetitive, direct market interference.
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@江泽民-k9n >> Nearly all countries once promulgated some protective policies. << Jesus, now you are turning to whataboutism. LOL Like I said, the US/EU are countering China's every anticompetitive, discrimiantory policy of equal response of their own. No whining because everyone else is now doing what China has been doing for a decade.
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@JoeARedHawk275 since when did the C C P become so pro-consumer? Nah, no worries my comrade, once America's battery production is scaled up and commodified, the prices of EVs would come down. As explained in my other comment, the battery manufacturing is the key to affordable EVs, which is why China forced all foreign EV makers to use locally sourced batteries and eventually monopolize the global supply-chain. Silly Americans and Europeans for believing that China would compete/collaborate fairly with the rest of the world.
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@江泽民-k9n >> If you dont believe Chinese auto manufacturers' technology << No worries, my c0mlad friend, China is still busy stealing EV/battery tech from the rest of the world, particularly from Japan and South Korea, as China's medium-term goal under MIC 2025 has always been to duplicate their successes in high-tech manufacturing.
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@JoeARedHawk275 : it's mildly annoying to see comments disappearing randomly. Since when did the C see P become so pro-consumer?
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@dikaixu3019 Trump's 2nd term: 400%!
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@马可-c8n : there are quite a few already, aside from local JVs with LG, Panasonic, Samsung. It's abut where China was back in 2016. The only challenge for the US is the raw materials -- they don't want to touch anything so dirty and polluting and still want low-cost countries like China to handle that.
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@kslawrence2001 who are "we'? Are you American? If not, why do you care?
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@JoeARedHawk275 Since when did the C See Pee become so pro-consumer? LOL.
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