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Thiemo Fetzer 🇪🇺🇺🇦 - same handle elsewhere

A statistic that I keep reiterating is the following: BYD in China has a 50% cost advantage making EVs relative to Tesla in China. Context: https://x.com/i/status/2108494559621582977

x.comShanu Mathew (@ShanuMathew93) on XWhy are Euro auto brands losing to China? Well... let's look at costs, productivity, employee output, etc. Hard to compete with this. "Using VW’s auto plants as a proxy, labor costs, labor productivi...

Thiemo Fetzer 🇪🇺🇺🇦 - same handle elsewhere

@trfetzer.com

It’s key to redirect CN supply capacity in the direction where in particular dynamically the biggest counterfactual emissions reductions can be achieved

11/10/26, 8:36 am0 reposts1 like

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