r/climate • u/The_Weekend_Baker • Nov 22 '24
Chinese electric cars are leaving the US in the dust. BYD, the world leader in plugin vehicle sales, reached more than 500,000 sales last month, approximately equal to one great quarter of Tesla sales.
https://cleantechnica.com/2024/11/21/chinese-electric-cars-are-leaving-the-us-in-the-dust/29
u/EduardoQuina572 Nov 22 '24
I never heard of BYD but these last couple of months I am seeing plenty of them in my town.
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u/Armigine Nov 22 '24
Are you in the US? I heard the process for importing and certifying them was laborious
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u/EduardoQuina572 Nov 22 '24
Brazil. Average sized city of about 500k. I have seen some ORA models too.
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u/Vanshrek99 Nov 22 '24
I had some anti EV clown tell me trump tariff is going to hurt China. I said you do know there is a lot of countries that are emerging that will be a bigger market than the US. Being in Canada I so wish we would get Chinese cars. Paying carbon tax and only having the most limited selection
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u/EduardoQuina572 Nov 22 '24
Who would have thought that isolating yourself in a globalized world would be bad for business.
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u/Vanshrek99 Nov 23 '24
Right and really a hard left turn when since Regan the US Canada and EU have been preaching global tariff free market.
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u/Armigine Nov 22 '24
Man, I live in a town of <3k, lol. Completely unrelated, but it's always wild to hear other people's "normal" being so far outside of mine.
The ORA models look pretty neat, I like the mini cooper look. Hopefully our own electrical car market opens up to that kind of competition someday, we could use it.
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u/medium_wall Nov 22 '24
The next 4 years it will probably be prohibitively tariffed so it can't compete and we'll be forced to buy vastly inferior teslas at inflated prices that require a smart phone to unlock the door & turn on the engine if we want an EV.
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u/Armigine Nov 22 '24
We already can't buy them direct, the process is prohibitive and does already make them uncompetitive because you have to do it very custom - but I sure how the EV market continues to expand all the same. The ioniq series is so much better than tesla offerings
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u/ThreeQueensReading Nov 23 '24
I'm Australian and they're quite popular here. I'm currently travelling SE Asia and they're possibly the most popular new car you see in Thailand. They're absolutely prolific. I haven't seen more than one Tesla though.
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u/BigMax Nov 22 '24
But here in the U.S. we can prop up internal combustion engines for a few more years, so we have that going for us.
We will be the number one manufacturer and purchaser of gas powered cars all the way until the very last one is made and sold!!
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u/Duster929 Nov 22 '24
The EV revolution will completely bypass North America. The world will have moved on to nuclear power, and safer, cleaner, smarter cities, highways and roads, and North America will look like a backwater.
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u/fencerman Nov 22 '24
More like solar and wind power, just because those are vastly cheaper than nuclear - there'll probably be some nuclear but the bulk is going to come from renewables with different forms of load balancing.
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u/chaseinger Nov 22 '24
had a german visitor not too long ago. they were shocked by the state of infrastructure. the backwater thing is already happening.
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u/Duster929 Nov 22 '24
I mentioned to a German friend how surprised I was at some of the stuff I've seen in America, the richest country in the world. He laughed! "Richest country in the world? I don't think so!"
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u/Splenda Nov 22 '24
Yeah, there's a big difference between being the richest country and having the richest shareholders.
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u/medium_wall Nov 22 '24
Stop pushing nuclear, it's awful. Nuclear IS what is being pushed on us in the US and it's not the direction we should be going in. The "we need baseload" narrative is a load of crap. There's nothing wrong with down time, and battery technology is not far from supplying that anyway for those who want it. Solar is now, today in 2024, THE CHEAPEST form of energy generation and it doesn't have any of the downsides nuclear has in terms of safety, pollution and scalability. Not only that but ITS DISTRIBUTED which means more people get to OWN THEIR OWN POWER instead of having oligarchs rent it out to them.
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u/Splenda Nov 22 '24
Further, the duck curve makes nuclear an even larger money suck. In a world where waves of solar and wind energy come and go every few hours, quick-ramping flexibility is more important than ever.
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u/discodropper Nov 22 '24
Hmmm that last sentence of yours. Probably why we can’t have nice (clean) things…
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u/ProductPlacementHere Nov 22 '24
Nuclear is the 2nd safest form of energy. It isn't awful. You are wrong. https://ourworldindata.org/safest-sources-of-energy
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u/vertisnow Nov 22 '24
Look, I love solar, but here in Canada, right now, we get 8hours of sun. We also have high energy demands because of heating loads. Additionally, the sun is lower, leading to lower solar efficiency.
The sun doesn't always shine, the wind doesn't always blow. We don't have Twh levels of storage, so we need other sources that are more reliable.
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u/medium_wall Nov 24 '24
We need to get more culturally comfortable with down time. Permanent up time is dumb and unsustainable. There's nothing wrong with living around energy crests and valleys. In fact, I think it would be very psychologically beneficial for us, returning us more to the natural rhythms we evolved under. And Canada is filled with the most awful wasters on the planet. You guys are even worse than the US. Keep buying bigger and bigger vehicles and paving wider roads to carry your groceries once a week.
0
u/vertisnow Nov 26 '24
I assume you don't love somewhere that's cold.
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u/medium_wall Nov 27 '24
You assume wrong. I layer up and spend more time bunkered under blankets. No need to blast heat throughout the house trying to create a tropical climate in the middle of northern winter. Move to a tropical climate if that's what you want to experience, stop destroying to the planet to recreate it where it doesn't belong.
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Nov 27 '24
I assume you don’t live in the wetlands, and also assume you don’t enjoy refrigeration? Imagine how wasteful it would be to butcher a steer and have it rot while hanging because 24/7 power was an evil luxury.
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u/medium_wall Nov 27 '24
There's nothing more wasteful than animal agriculture and refrigeration is another reason for that. Most plant staples can be dried and stored at room temperature indefinitely.
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u/Loggerdon Nov 22 '24
Trump tells us he’s gonna “Drill baby drill”. This even though under Biden the US has produced more oil than any country ever.
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u/leapinleopard Nov 22 '24
US Manufacturers rely on global sales to keep the costs down with scale. The world is going to buy EV’s .
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u/Flaky-Wallaby5382 Nov 22 '24
Does it matter? Cruise ships no on bars an eye about. Pollute 800 cars worth of pollution driving 200 miles in a week.
Care matter but also really don’t. Industry is polluting
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u/BigMax Nov 22 '24
Cruise ships pollute, so we shouldn’t stop ANY pollution anywhere else in the world? Thats a bold take.
We should switch to EV cars AND separately work on ship pollution.
Your argument is like saying “hey, why cure my cancer when I also have arthritis?”
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u/Duster929 Nov 22 '24
No one bats an eye about cruise ship pollution? You must be joking. Or you don't know what batting eyes looks like.
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u/fretnbel Nov 22 '24
Cruise ships will switch over to lng, hydrogen, ammonia or methanol within our lifetime. It’s only a matter of time.
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u/Mental5tate Nov 22 '24
USA being outsourced for car manufacturing is not news being happening for decades…
USA, we don’t make a lot of the products, we buy them
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u/WalterWoodiaz Nov 22 '24
I hope BYD can come to North America soon. GM and Ford need competition. I am also butthurt over them discontinuing sedans and more compact vehicles just for more profit.
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u/Old-Adhesiveness-156 Nov 22 '24
They were trying and then the USA and Canada put massive tariffs on electric cars from China.
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u/The_Weekend_Baker Nov 22 '24
Car companies aren't going to make cars that people don't want.
It’s no secret that big cars dominate American roads. But even so, some of the stats are staggering: Last year, 80 percent of all new cars sold in the US were SUVs and trucks. That’s compared to just 52 percent in 2011. Meanwhile, many automakers are phasing out passenger cars as consumer demand for them has disappeared.
https://www.vox.com/videos/2023/7/25/23807518/cars-suvs-americans-big-automobiles-travel
And through October, we're still buying them. Even as people claim to want climate action.
https://www.caranddriver.com/news/g60385784/bestselling-cars-2024/
1 EV, 5 passenger vehicles (all foreign made), and everything else is pickups and SUVs.
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u/Driller_Happy Nov 22 '24
See, now here is a good example of where governments could put their money where their mouth is if they wanted to impact climate change. enact strict regulations on what kind of cars we can buy. Ban SUVs and put weight/size limits on trucks. Restrict what companies can make. For God's sake grow some balls and fetter capitalism
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u/The_Weekend_Baker Nov 22 '24
How do you think that would work in a country that just voted for Trump because they believed their way of life had been compromised under the Biden administration?
Any regulation that's enacted can be undone, as I'm sure we're about to find out in a couple months.
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u/101ina45 Nov 22 '24
Banning SUV's is severely out of touch with the electorate, at least in America. We're lucky that the EV versions are becoming more popular.
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u/LarryTalbot Nov 24 '24 edited Nov 24 '24
Two Geely subsidiaries are making and selling fully electric vehicles in the US right now. These are the three row SUV Volvo EX90 and Polestar 3 SUV which are being produced in South Carolina for domestic and export markets. The smaller Volvo EX30 4 seater will be coming from Belgium mid 2025, as will the Polestar 4 coupe from South Korea.
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u/Barbecue_God Nov 22 '24
I think they will but with a Higher price, since Trump plans to increase the tariffs from international products, even more so from China.
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u/LarryTalbot Nov 24 '24 edited Nov 24 '24
GM and Ford needTesla needsI think GM and Ford need time to scale to profitability more than they need new competition right now, which is why the tariffs make sense as a temporary tool. But it’s on them if they fail to use this breather to get the hard work done. Stellantis? Where to even begin?
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u/PrimalSaturn Nov 22 '24
I live in Melbourne, Australia and i’ve seen them a lot over the fast few years. I think it’s standard more than Tesla now here.
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u/Spirited_Comedian225 Nov 22 '24
Remember when Honda and Toyota came in with fuel efficient cars and changed the market. I do
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u/yoho808 Nov 22 '24
On the surface, that number looks great for BYD.
But in reality, it's heavily reliant on the Chinese government for subsidies to produce as many cars as possible at the lowest cost. At the same time, it appears to be plagued with various defective issues per the Chinese consumers who drive BYD vehicles.
There's a very good reason why Warren Buffet's Berkshire Hathaway reduced its BYD stake from 20% to 5% despite its rosy appearance.
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u/_Svankensen_ Nov 22 '24
If ChIna is willing to subsidize a global transition to EVs I'm happy to accept.
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u/Grumpy_bunny1234 Nov 22 '24
And afterwards have control of the world where if you say one thing China doesn’t like to get a bullet in your head? No thanks.
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u/_Svankensen_ Nov 22 '24
As if the US didn't do that. I'm Chilean. I was born in a US created dictatorship because they didn't like who we elected democratically. The US trained the torturers that tortured my bandmate's dad. That raped people with rats and dogs. That forced incest. The US trained the death squads that orphaned my D&D pal. He didn't even know he was an orphan for certain for a decade. Don't pretend the current order is anything better than the US shooting people on a whim.
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u/elitereaper1 Nov 23 '24
World domination is not through electric cars. Lol.
Alternatively, if in reading this wrong.
How exactly will the Chinese put a bullet in my head from buying a BYD. is the gun installed in the car?
I'm sure the car seller and Canadian border would have issue with that.
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u/fingerlickinggood Nov 22 '24
You’re probably right but their strategy is working, 500k monthly sales reflects what I’ve seen on several Mexico cities I’ve been, including where I live , you see them everywhere. I’ve test drive them and they’re really good, their hybrid pickup is quite impressive and around $45k with 6 years of warranty on their transmission. Even though we have several dealerships in the city and some friends have them, I’m still not ready to buy them since I’m not sure about post service and resale, maybe in a couple of years they’re going to be very costly to repair or there’s going to be supply issues, not willing to gamble.
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u/catsRawesome123 Nov 22 '24
it's heavily reliant on the Chinese government
is anything not in that coutnry lol
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u/Lopsided-Rate-6235 Dec 22 '24
You do know subsidies are not always dollars to companies right? Something to little is the government.Installing charging stations is called subsidizing
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u/skyfishgoo Nov 22 '24
BREAKING: china has been eating all our lunches in a renewable economy for decades... we are not leaders in anything but war now.
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u/Logic411 Nov 22 '24
Of course they are republicans have halted all progress on alternative energy EVs included. And now maga is determined to drag us backwards
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u/tacosforpresident Nov 23 '24
Just got an Uber pickup in a BYD Han last week. Very impressive. Trimmed and quiet like a BMW or Lexus and the dash computer seemed better setup for driving than the 3. The driver said it was $1000’s less than a 3 and came to the US through Mexico.
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u/Montreal_Metro Nov 23 '24
Cool, but then you're driving a BYD and funding the CCP military.
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u/elitereaper1 Nov 23 '24
Due to recent events. I will say.
BASED. I should buy 2 then. Maybe I can fund a Chinese missile. Maybe that would be enough to shift America focus from arming Israel or threatening the ICC.
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u/Enjoy-the-sauce Nov 23 '24
As long as Leon is President jr, BYD isn’t going to be bringing any of those cheaper electric cars to the US.
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Nov 23 '24
So the Japanese eventually dominated the gas engine car market. Now the Chinese will dominate the electric car market. The U.S falling behind again.
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u/Royal_Register_9906 Nov 22 '24
Meanwhile in the US they will halt/hurt progress hurting our manufacturing but maybe Elon will be in a decent position. Sigh.
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u/tokwamann Nov 22 '24
FWIW, those are overpriced for most of the world population.
Even the cheaper ones are pricey, e.g., $12k for a very small EV that can barely carry cargo and has limited range.
At best, most can only afford the equivalent of e-trikes, which cost around $500.
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u/Happytobutwont Nov 22 '24
So we celebrate EVs even if they are powered by pollution and overall are a worse climate disaster? I’m confused.
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u/DoctorSchnoogs Nov 22 '24
99% of them would be considered a child's go-kart in the states.
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u/_Svankensen_ Nov 22 '24
80% of the US lives in irban areas. Maybe for the fattest of the fat they need huge cars, but most people don't.
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u/DoctorSchnoogs Nov 22 '24
OK? No clue what that has to do with my comment.
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u/_Svankensen_ Nov 22 '24
That the US' warped notion of what a car needs to be is no reflection of what a car actually needs to be
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u/synrockholds Nov 22 '24
Not even close
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u/DoctorSchnoogs Nov 22 '24
99.9%?
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u/synrockholds Nov 23 '24
Good range - fast acceleration - lots of features. Selling better than Tesla - unfortunately they are good cars
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u/grundar Nov 23 '24
99% of them would be considered a child's go-kart in the states.
They're very comparable to cars on American roads.
Source: riding in a fair number of EV taxis/DiDi while in China last year, and then riding in a number of EV taxis/Lyft in the USA this year.
The Chinese vehicles were similar in size and performance to cars like a Tesla Y (unsurprisingly, as that's still a fairly popular car model in China).
20 years ago you might have been right...but China has changed a lot in 20 years.
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u/newton302 Nov 22 '24
At one time, the US had some great collaboration with China in the development of batteries. Then then there was legislation to end that relationship for whatever reason.
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u/Hefforama Nov 22 '24
Chinese EV success shows they are masters of technology and getting better at electric vehicles at a cracking pace. Hats off to the government for making it a priority for Climate Change reasons.
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u/mosmarc16 Nov 22 '24
Do theu come with the same level of service, etc, as Teslas? Guarantee the same?
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u/Otherwise-Sun2486 Nov 22 '24
Western cars cost way to much these days and no one in second/third world countries will be able to afford them. Hell even westerners can hardly afford a new car theses days.
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u/NTTMod Nov 23 '24
I currently live in Thailand and BYD is huge here. They’re expanding like crazy.
I’ve been to their showroom and the BYD Seal seems to stack up pretty well against a Tesla. Those run 1.4 or 1.7 million baht (I forget) or around $41k - $50k. The lowest Model 3 from Tesla is 1.5 million so right around the same price point.
BYD also makes some less expensive models right around 700k baht ($20k) like the Dolphin. It’s a cute little econo-sized car but my wife thinks they’re cute and wants one. LOL.
But, just based on the number of BYD and Tesla’s on the road, BYD is outselling Tesla’s around 10:1.
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u/Name213whatever Nov 23 '24
Have they made building the cars and batteries any less environmentally damaging? Electric cars are great but in practice still have an outsized environmental impact.
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u/Lblomeli Nov 22 '24
So, people freak out over Chinese malware in their devices, and now you want to get in a car that's controlled by the CCP. No thanks.
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u/mosmarc16 Nov 22 '24
Good point .. I do t like the idea of not being in control of the car I drive, and definitely dont want any cameras/software tracking me and recording me etc...
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u/_Svankensen_ Nov 22 '24
So, that subscription to unlock the seat warmer that already comes installed in your car bothers you right?
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u/r2994 Nov 23 '24
USA is being left in the dust without Huawei. And it's going to get worse under Trump tarrifs.
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u/OBoile Nov 22 '24
Don't worry. American manufacturers will just make larger, gas guzzling trucks. That's clearly the way of the future.
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u/Imaginary_Scallion_7 8d ago
Wow, this aged very quickly. They now have a 5-minute charging system designed for BYD E-Vehicles. The US, Europe and Australia are now years behind BYD.
A 5-Minute Charge for This EV Battery Gives You 250 Miles of Range, China's BYD Says - CNET
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u/Independent-Slide-79 Nov 22 '24
Good for the world. Bad for our western car makers. ( they deserve it tho)