Comments by "Steve Valley" (@stevevalley7835) on "VW plan to move new Golf Production to Mexico, ENDING German production" video.
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My first thought is the incoming US administration is blatantly, proudly, EV-hostile. Then add the challenge of building out EV infrastructure in Central And South America, and the western hemisphere may be the last bastion of ICE vehicles.
Mexico has a free trade agreement with the EU. A couple weeks ago, a free trade agreement was reached between the EU, and several South American countries, including Brazil, which has a well developed car industry. The EU nations have not yet ratified the agreement. I can see the western hemisphere becoming the supplier of ICE vehicles to the EU.
If VW was moving production to Mexico, I would expect the first candidate to be the EU market Tayron, which is presently built in Wolfsburg, as the US market gen 3 Tiguan, is the Tayron, built in Puebla. It would be relatively simple to simply stop building the Tayron in Wolfsburg, and import the model from Mexico. That being said, I would be perfectly fine with the Golf being built in Puebla as well.
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