Sep. 12 at 11:23 AM
$NIO $LI $XPEV
I dunno... besides strong backlash and lobby against Chinese auto invasion, even if granted right to produce in US, it'd require substantial investment, new capital/ dilution, completely new supply chains and increased cost of everything... Maybe, in theory, BYD could pull this off on it's own, but others would need JVs, partnerships... Is there appetite for this form US carmakers? Elon? Mmm... nah...