Trump's raid on the South Korean Battery Plant in Georgia is going to help clear a path to China's eventual domination of the EV worldwide market. Not necessarily in EV brand names, but in all the components and software to supply local assembly.
Hyundai has already announced an expansion to GA plant post raid
Trump will only be around 3 more years.
Manufacturers building expensive plants are thinking way more than 3 years out
Yours companies are increasingly reluctant to source from China because it would be stupid to with the risk of war
AGW is a Hoax and Hybrids or Gas are better for now.
Most of the value is in Batteries. There is lots of emerging battery technology so it's up for grabs who will dominate what technology that proves best
The other technology unique TVs is electric motors, the energy recapture, inverters, and the charging system. These are mature technologies for the most part. The rest of the car automotive components not EV components.
Hyundai got busted for good cause and they know it. Admitted fault and increased size of plant. Their contractors we're using workers that were not here working legally
Mature technologies tend to go to monopoly / small cartels. One example of a (partial) exception is ICE engines, which in theory are mature, but constant shifting of environmental regulation, packaging demands through lobbying as a competitive practice have left plenty of demand for both new and re-configured engine designs. Perhaps electric engines will also be an exception, but if not then who is positioned to become the lowest cost mass producer? If car prices remain as they are to keep profit margins, and incomes collapse then what mass will be left in the EU/USA markets?
I agree. The reaction manifested in South Korean media that I monitor clearly shows the alienation and sense of disappointment, opening up this possibility. Trump and his team obviously have no skills employing the insights of psychology, sociology and intercultural communication in their strategy.
Trump's raid on the South Korean Battery Plant in Georgia is going to help clear a path to China's eventual domination of the EV worldwide market. Not necessarily in EV brand names, but in all the components and software to supply local assembly.
I wouldn't count on that.
Hyundai has already announced an expansion to GA plant post raid
Trump will only be around 3 more years.
Manufacturers building expensive plants are thinking way more than 3 years out
Yours companies are increasingly reluctant to source from China because it would be stupid to with the risk of war
AGW is a Hoax and Hybrids or Gas are better for now.
Most of the value is in Batteries. There is lots of emerging battery technology so it's up for grabs who will dominate what technology that proves best
The other technology unique TVs is electric motors, the energy recapture, inverters, and the charging system. These are mature technologies for the most part. The rest of the car automotive components not EV components.
Hyundai got busted for good cause and they know it. Admitted fault and increased size of plant. Their contractors we're using workers that were not here working legally
"Yours companies" = "US Companies"?
Mature technologies tend to go to monopoly / small cartels. One example of a (partial) exception is ICE engines, which in theory are mature, but constant shifting of environmental regulation, packaging demands through lobbying as a competitive practice have left plenty of demand for both new and re-configured engine designs. Perhaps electric engines will also be an exception, but if not then who is positioned to become the lowest cost mass producer? If car prices remain as they are to keep profit margins, and incomes collapse then what mass will be left in the EU/USA markets?
Yes US. Autofill and autocorrect from substack or horrific especially on top of my phone's. Comments after first level I think are not editable
There's no such thing as an electric engine.
Engines produce power from fuel
EVs have electric motors. Typically one or two.
People get confused on this because call people often refer to the engine as a motor which it is not.
Electric motors are pretty mature technology and not as complicated as ice engines.
It's more complicated than just mature technology.
Some mature technology has competitive barriers others do not and become commodities. Big difference.
This may be useful in the future. https://engineering.mit.edu/engage/ask-an-engineer/whats-the-difference-between-a-motor-and-an-engine/
https://substack.com/@demediaispropaganda/note/c-158193252?r=4bdzfc
I agree. The reaction manifested in South Korean media that I monitor clearly shows the alienation and sense of disappointment, opening up this possibility. Trump and his team obviously have no skills employing the insights of psychology, sociology and intercultural communication in their strategy.