[kjellsbells]

I suspect BYD would do a lot better in Europe if the political class wasn´t afraid of the fallout from the European manufacturers (VW, Stellantis, and all their child brands) being seriously damaged or even wiped out by the competition.

That said, if relations between the EU and the US get much chillier, the EU may decide to make some sacrifices in order to have China in their camp. E.g. VW are arm-twisted into selling Škoda to BYD, with job preservation guarantees, and then BYD is badged Škoda and six months later all the old Škoda models are gone and its EVs all the way.

[ben_w]

I suspect that, given people in EU are used to EU car prices, there's not going to be much willingness on the EU side to budge on cars (though the Chinese side may ask for it, of course, and should the EU get them there will be no going back given how much cheaper Chinese cars are).

If things get trade-war-y, American cars are way down the list of things the EU will care about finding substitutes for:

2024 US exports to EU were about $370bn: https://ustr.gov/countries-regions/europe-middle-east/europe...

Of which cars were $8.8bn: https://www.globalfleet.com/en/manufacturers/global/analysis...