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Ineos want to manufacture in US

FT article this morning

Ineos Automotive is searching for sites to move production of its flagship 4x4 vehicle from France to the US, as its billionaire owner Sir Jim Ratcliffe continues to pump cash into the struggling carmaker.

Chief executive Lynn Calder told the Financial Times the group aimed to start producing its Grenadier off-roader in America “as quickly as possible” to meet local demand.


 
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None of the tariffs are targeted, so discussion of them doing any good is moronic. The only goal stateside is to continually shift the tax burden from the rich to the poor, and for kickbacks from foreign governments that will play ball. Acting like these have anything to do with saving any particular US industry is comical, especially when every major durable good sector is telling us outright its hurting them. Notice how Chaina calmly used targeted tariffs to make it point without any self inflicted woulds.

All of the SE asian car manufacturers grew up in a protected market no different than what the Chinese have done with their electric cars. Friedman warned us a decade ago China was going to dominate the market if we didn't as a government concentrate on developing the electric market, and the 7500 dollar subsidy didn't really do that. It went to everyone domestic and foreign, and Tesla used it to line it's pockets and pump stock value for other projects. We should have tied the money to labor outcomes and profitability outcomes.

Cardboard box orders are way down in the US. Thats all you need to know about how US manufacturing sees the tariffs affecting the future.
 
We dont have the infrastructure in place to support EV.
We cant road trip them because we dont have the charging stations.
A few other problems as well.
It takes govt subsidies and willpower.
Having just spent almost 4 weeks in the UK including remote Scotland/ Scottish islands I was surprised to see how much infrastructure exists.
Plenty of EVs and PHEVs around. Virtually no large 4X4s.

Problem is whether the grid can cope.
And copper is becoming a precious resource.
 
It takes govt subsidies and willpower.
Having just spent almost 4 weeks in the UK including remote Scotland/ Scottish islands I was surprised to see how much infrastructure exists.
Plenty of EVs and PHEVs around. Virtually no large 4X4s.

Problem is whether the grid can cope.
And copper is becoming a precious resource.
The grid is the easy part. You can use power only at night when demand is much lower. The average person only needs a few hours of charging to cover their daily commute. A charging schedule can be programmed into the car or the charger. All that is required to convince the average person to do this is time-of-day based billing, which is already common for commercial customers.
 
It takes govt subsidies and willpower.
Having just spent almost 4 weeks in the UK including remote Scotland/ Scottish islands I was surprised to see how much infrastructure exists.
Plenty of EVs and PHEVs around. Virtually no large 4X4s.

Problem is whether the grid can cope.
And copper is becoming a precious resource.

Loads of large 4x4s around...

In any affluent area at school pickup time virtually every vehicle is a 4x4.
Then parked up for the other 23.5 hours of the day on the gravelled driveway.
 
It takes govt subsidies and willpower.
Having just spent almost 4 weeks in the UK including remote Scotland/ Scottish islands I was surprised to see how much infrastructure exists.
Plenty of EVs and PHEVs around. Virtually no large 4X4s.

Problem is whether the grid can cope.
And copper is becoming a precious resource.
So how do large families move about without large vehicles?
 
The grid is the easy part. You can use power only at night when demand is much lower. The average person only needs a few hours of charging to cover their daily commute. A charging schedule can be programmed into the car or the charger. All that is required to convince the average person to do this is time-of-day based billing, which is already common for commercial customers.
In Australia , the grid is struggling with the amount homeowners are generating.
It's not a compact country!
Our personal offset is pretty poor, thus we have a battery for afterhours.
Close to offgrid now , even at 42 degS and with an EV.
 
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