China Auto Exports

[shtferbrains]

This chart gives a great visual of how quickly China can move to dominate world production of about anything they target.

Consider since 2015 when Trudeau was elected and said the economy would look after itself and investment stagnated as we focused on Climate Change, virtue signaling, and social issues of small minority groups. DEI and ESG were the focus.

While our GDP per capita stalled at 2015 levels China built a export auto industry that was near nothing to what is now near total production of US auto plants.

[furrowtickler]

So unfortunate but true
But over 1/2 the population in Canada despises the truth now

[chuckChuck]

Well why do you keep buying chinese products and parts in almost everything you buy?

China is leading in EVs because they can make better and cheaper EVs. They domiante in many other products as well, including the phones in everyone's pockets.

Only Trump thinks we should build more expensive gas guzzling very expensive vehicles to sell more oil.

ICE's will soon be replaced with lower costs more efficient hybrid vehicles and EVs.

EVs aren't going away. And neither is China.

[Hamloc]

Well why do you keep buying chinese products and parts in almost everything you buy?

China is leading in EVs because they can make better and cheaper EVs. They domiante in many other products as well, including the phones in everyone's pockets.

Only Trump thinks we should build more expensive gas guzzling very expensive vehicles to sell more oil.

ICE's will soon be replaced with lower costs more efficient hybrid vehicles and EVs.

EVs aren't going away. And neither is China.

Why do you cheer for the demise of your own countries economy? Governments in both Europe and North America have attempted to force green energy down our throats, all they have succeeded in doing is making everything more expensive. Terence Corcoran wrote an interesting article in the Financial Post on how markets still win out in the end. In Britain Shell and BP wanted to turn their companies into green energy giants but they have failed as they were unable to monetize green energy and make profits. Preach and dream all you want.

[chuckChuck]

Renewables are not more expensive. They are the lowest cost source of new generation capacity in many parts of the world.

They find it hard to make money off of renewables because they can make excessive profits off of oil and gas. Which come out of consumers pockets.

North American manufacturing and Trump are giving the EV market to China. And will lose market share around the world to lower cost and better EVs that reduce the dependence on foreign oil imports.

[chuckChuck]

Solar and wind LCOE (
Levelized Cost of Electricity) are generally low and continue to fall, with onshore wind often being the cheapest new power source, followed closely by utility-scale solar, with global averages in 2024-2025 often below $50/MWh for both, though costs vary by location, technology (onshore/offshore), and project specifics. Renewables now often undercut new fossil fuels significantly, driven by tech improvements, economies of scale, and policy, but factors like storage, grid integration, and financing costs influence overall competitiveness.


Key LCOE Figures

• Onshore Wind: Around $33-$34/MWh (USD 0.033-0.034/kWh).
• Solar PV (Utility-Scale): Around $44/MWh (USD 0.044/kWh).?

[RD414]

China is quickly gaining big market share in gas, diesel and hybrid electric in Mexico. They do pay some tariff here but not enough to discourage sales. Have not seen any charging stations so not much straight electric. Interesting to see uptake when there is not as much government involvement.

[SmallTimeOperator]

Well why do you keep buying chinese products and parts in almost everything you buy?

China is leading in EVs because they can make better and cheaper EVs. They domiante in many other products as well, including the phones in everyone's pockets.

Only Trump thinks we should build more expensive gas guzzling very expensive vehicles to sell more oil.

ICE's will soon be replaced with lower costs more efficient hybrid vehicles and EVs.

EVs aren't going away. And neither is China.

Everything made in China is total junk. Chinese gear boxes - Junk. Chinese bearings - Junk. Chinese roller chain - Junk. Chinese household utensils - Junk. Ever used a Chinese can opener? Junk. Chinese door handles - Junk. Why do companies bring in all this junk? It’s filling up our landfills with toxic plastic and paint.

ICE’s will be replaced with hydrogen engines. Cummins already has them ready to go. So does Toyota. EV’s will be around. but will never take over. Hybrids will play a role too. But hydrogen engines will take over.