I don’t think BYD would be a hit in the US as they are in Europe. It’s an entirely different market. They may be relatively successful just not to the point of taking an important market share, they would probably be like Mazda. Many of the subsides for Chinese EV ended this year too, and they are now realizing price alone is not a differentiator. So even if BYD eventually makes it to the US, they will be priced close to other brands like KIA and Tesla, but without the advantage of the brand and strong local presence. So no, there’s no concerns with BYD and we may see them sooner than later in the US.

It's worse than that. Trump's tariffs have knee-capped North American auto companies right when they needed to be upping their game. The auto sector is tightly integrated across Canada, the U.S., and Mexico. Or was... Now there's tariff's on every part and frame that crosses a border. The American plan seems to be to put up a wall and force Americans to buy domestic while nobody else in the world buys American cars.

Potentially predicated on anti-dumping rules.