『How Chinese EVs Won Brazil — And Left U.S. Automakers Behind』のカバーアート

How Chinese EVs Won Brazil — And Left U.S. Automakers Behind

How Chinese EVs Won Brazil — And Left U.S. Automakers Behind

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 The source outlines the dramatic shift in Brazil’s automotive market, focusing on the electric vehicle (EV) conquest led by Chinese manufacturers like BYD and Great Wall Motor. This revolution is driven by China’s affordable pricing, strategic localization of vehicles (including ethanol-compatible hybrids), and aggressive investment in local manufacturing plants to circumvent rising import tariffs. By mid-2025, Chinese brands commanded over 85% of Brazil's EV sector, significantly impacting the market that was historically dominated by U.S. automakers like Ford and General Motors, which have been slow to adapt or have entirely retreated. The episode explores the policy environment that fueled this growth, such as tax incentives and rising tariffs aimed at local production, and discusses how Brazil has become the epicenter of China's global EV expansion despite ongoing challenges related to infrastructure and labor concerns.
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