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Here is one of the biggest reasons why Chinese EVs will dominate...they control the sources of the rare metals used in EVs that are not used in ICE vehicles....and those rare metals are getting harder and harder to extract, so prices are rising. The world is running out of materials and they are not renewable...which means prices are going up, up and up. Recycling can help, but is not sufficient to meet demand.

In other words, due to the Chinese control over the material sources, the Chinese EV manufacturers will have the lowest cost structure and can choose to undercut rivals on price while ensuring healthy profits. The Chinese can sell the materials to other companies as well, but they will never undercut their own auto manufacturers.

Secondly, since China cares less for workers and the environment, the mines they own are not operating with safety protocols and environmental safeguards compared to mines selling to western manufacturers. These mines tend to be located in poor areas where the people have already been horribly exploited and displaced in the mad rush to secure the materials needed for electrification.

But that disregard for people and the environment will give China an advantage in the market. The world has not shown any ability to get China to comply with much unless China wants to comply.

This is not a condemnation of EVs, but a focus on why the Chinese will have an advantage only.

This is a long read, focused mostly on wind/solar, but I feel it applies to EVs as well and is very balanced:

Mining the Planet to Death: The Dirty Truth About Clean Technologies - DER SPIEGEL (ampproject.org)
 

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They still can.

I am pretty amazed at how many market segments FCA just ignored. They had flexible manufacturing technology and chose to keep it on the shelf, unless you could make a two-door coupe and an upscale version of the Charger in the same plant. Maserati of course did have a big, small, and SUV version of the same vehicle in one plant, but we never saw the crossover minivan variant, the LWB Chrysler version of Cherokee, the Portal, ... they even could have made 200, Dart, and Cherokee together in one plant, making small numbers of the sedans but staying profitable by prioritizing Cherokees. What's the point of having them share so much when each one requires its own plant?

And then there's the Mexican Dart that could have been converted to USA duty, the Fiat light pickup, and so on... all these vehicles that were apparently too risky, leading Chrysler to bankroll Tesla's global growth. I used to think Sergio was a genius, but like Lee Iacocca, his genius was apparently only good for two years.
Not just the markets that were ignored (mid-size pickup), but the lack of product updates and the lack of investment into powertrains and electrification.

Now Stellantis is playing catch-up in all these areas.

While plants received upgrades, other manufacturers updated plants, brought new product to market and refreshed existing product in 2-3 year cycles.

Makes one wonder where all those thick margins and "record profits" really went......
 
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