What's your thesis here, that BYD et al will totally replace the European car industry or something? This doesn't seem to be particularly plausible, and, as above, pretty much everything you have claimed is dubious or flat-out incorrect.
>What's your thesis here, that BYD et al will totally replace the European car industry or something?
You're putting words in my mouth that I never said. I never made such claims. Obviously it will not, since the auto industry gets more government protections than the likes of Nokia or Blackberry did, but a good indicator is to monitor sales in regions that don't have specialized tariffs on Chinese vehicles to protect western ones, like Australia maybe.
>pretty much everything you have claimed is dubious or flat-out incorrect.
YOU think they are incorrect. I don't think everything I said is incorrect, especially the parts about manufacturers outsourcing critical innovation causing them to fall behind, EV infrastructure in my EU country being deficient leading people not to buy EVs, and consumer purchasing power/habits. The only part where I am wrong is about current sales numbers, but spot sales and rarely an indicator of the general industry trend or future.
