Who could think of a thunderbath called “defence of the automotive industry in the united states” that's dedicated to selling only 116,000 chinese cars a year, not even a fraction of the united states market? On 13 april, trump suddenly announced at a rally in florida, on camera, that all imported chinese cars were full and that customs duties had been pulled to 100 per cent. There's a lot of applause under the stage, and it's a turn-off -- in the detroit factory, the workers are staring at the recently received increase in the price of spare parts: battery racks from ningbo this month cost 37 per cent; electrical control modules from long triangles take 11 more days to clear。
Glap's crouching
It's not chinese, it's chinese. Have you checked customs data? Throughout 2024, china exported 116,000 vehicles to the united states, of which less than 700 were commercial. And the united states sells 4. 5 million cars a year. You can count, that's not enough for two days at a tennessee factory. Even more ironically, long before trump’s call, china’s new energy truck had a combined tax rate in the united states of 122. 5%, and the fuel truck had a 47. 5% threshold – this time, the actual tax was set at 137. 5%. The walls were built taller than the pentagon, and as a result no one was in there。
But politics does not look at numbers and votes. In the midwest, there's rusty, ohio, michigan, wisconsin, all swinging states. How many plants did biadi sell in berlin? What matters to him is that the man on the stage said, "when the chinese car comes in, you lose your job tomorrow." more interestingly, trump's speech was accompanied by a compliment to biden: “he kept the policy, and did well.” – the two parties had already quietly touched the cup in the case of china's manufacturing industry。
The account book of the spare parts is so sweet. Us$ 99. 80 billion, representing china's exports of united states automobile parts in 2024. In the ford f-150 flash version, 30 per cent of the chips, beams, heat management systems are from suzhou and shenzhen; in the teslamodel y batch produced in texas, china produced more than half of the electric controllers and high-pressure plugs. The u. S. Car company still has a 40-50 percent swinging rate. In the first place, we'll have to move all the batteries to the outskirts of detroit from toshio, ningbo, and ningde。
The terminal price has gone crazy. Seagulls, which sell 60,000 yuan domestically, jump directly to $90,000 after tax plus freight + channel increases in the united states. The governor of goulsby was anxious to shoot the table at the fed's regular meeting: "the price of oil is rising, wages are rising, and now the doorknob is rising?" general-purpose stock prices fell by 7. 3 per cent that day, breaking $70 on the plate — wall street was more honest than politicians, and it did not listen to slogans, but only gave money。
It's been a long time since chinese cars stopped looking at the 1. 81 percent dollar share. In the first two months of 2026, exports to asean increased by 18. 6 per cent, the eu by 15. 2 per cent, the middle east doubled and russia washed 300 per cent. The atto 3 from biadi's plant in thailand, with usmca rules of origin, is being shipped on a ship to the mexican border; the galaxy e8 from the gili hungarian factory just got the full certification of the german tuv last week. The ford executive said to me in private: "they're faster than us on the screen, but at the press conference i had to say, "data at risk," you know
German engineers from the tesla berlin factory, who have recently been running from biadi's base. It's not a visit. It's a crouch to learn how 800v superheat management can be controlled at ±1. 2°c. Technology. You can stop the freighter. You can't stop the light。
