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Ideally, politics wouldn't come up on this site, but seeing as we just wrapped up an election, they probably will. So I thought instead of having a heated political argument in the main threads, let's discuss it here if we want to discuss it at all. Try to remain respectful please. Remember that even if someone didn't vote the way you did, that doesn't make them a bad person. 

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Healthy!?!?!?!!? HAHHAHAHHAHAHAHAHHA

 

Anyways my one dollar on this-Things are't going to change as much as people think they are and we get to do this again (with hopefully a whole new cast of characters) in four years. 

 

I'm curious as to how things will shake out on the automotive end of things-there is going to be lots of push back from the industry if EV mandates change due to the investment over the past four years that will start bearing fruit in the next 24 months or so. 

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52 minutes ago, silvrsvt said:

I'm curious as to how things will shake out on the automotive end of things-there is going to be lots of push back from the industry if EV mandates change due to the investment over the past four years that will start bearing fruit in the next 24 months or so. 

 

For Autoline's look at what may happen under a Trump presidency, listen to the first minute.

 

https://www.autoline.tv/daily/ad-3930-toyotas-unique-inventory-strategy-trumps-likely-impact-on-auto-industry-xpeng-develops-new-erev-system/

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7 minutes ago, Ares said:

I’m very interested in the automotive side of things as well. What does this mean for manufacturing? Nautilus comes to mind..

 

If Ford was smart, they'd already be working on a contingency plan for that or have one already lined up.

The one thing I've been thinking about is that its very possible that the Louisville would get a new C1 product in the next two years...given that EV sales will be lower, it might be smart to just consolidate all the EV production at BOC with the T3 and CE1 and worry about other plants as time goes on. 

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1 hour ago, silvrsvt said:

 

If Ford was smart, they'd already be working on a contingency plan for that or have one already lined up.

The one thing I've been thinking about is that its very possible that the Louisville would get a new C1 product in the next two years...given that EV sales will be lower, it might be smart to just consolidate all the EV production at BOC with the T3 and CE1 and worry about other plants as time goes on. 


That makes the most sense to me - Nautilus, Corsair and a new Edge with hybrid powertrains at Louisville and EVs at BOC.

 

I think it’s pretty clear China imports won’t be feasible for the future.

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9 hours ago, silvrsvt said:

Healthy!?!?!?!!? HAHHAHAHHAHAHAHAHHA

 

Anyways my one dollar on this-Things are't going to change as much as people think they are and we get to do this again (with hopefully a whole new cast of characters) in four years. 

 

I'm curious as to how things will shake out on the automotive end of things-there is going to be lots of push back from the industry if EV mandates change due to the investment over the past four years that will start bearing fruit in the next 24 months or so. 

Yeah, I think the country is gonna struggle either way moving forward. I know that's a rather pessimistic outlook, but I don't believe the POTUS has as much influence over our day to day lives as many people like to believe. 

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Yeah, his tariff policies he's been tossing out really concern me.  Cost of my hearing aides (made in Denmark), motorcycle (BMW made in Munich), and many other things are going to jump.  Inflation will go back up.

 

Back on cars, Ford needs to shift back to making more ICE models.  All small/mid-sized SUV's should be hybrid or ERV.  Trucks/Expi can be either ICE or electrified.  Models to be made where capacity and cost make the most sense.  Shift battery production towards fulfilling those needs.

 

Personally, I have no qualms about switching to a hybrid or ERV.

 

But Ford will need to keep on track with a small SUV and mid-sized-ish EV truck similar to the BYD Shark.  Keep some sort of EV in the NA market.  I'm sure the EV mandate will be gutted soon.  So it makes no sense for Ford to dump too much money into EV.

 

I've said it before, but I'm concerned China will start building a lot of EV's in Mexico.  Thus slipping into the US via the NA Trade agreement.  That would spell disaster for Ford as BYD is way ahead of the big three in electric vehicles.

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I think bans/tariffs will only target China not Europe and only specific products for obvious reasons.

 

The point of those is to encourage production of those products in North America, not to punish buyers.

 

Say what you want about the chicken tax but that’s why Toyota and Nissan build trucks in the U.S.

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Tariffs should be reciprocal...play us for fools and receive increased tariffs...play nice with free trade and receive reduced or no tariffs.  Add to that changing tax laws to incentivize bringing manufacturing back to US soil and corporations will respond.  Admittedly...not an easy thing to do considering the political atmosphere but if that can be accomplished there could be a renaissance in the American economy and jobs sector.  

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5 hours ago, ColonelColt said:

 Add to that changing tax laws to incentivize bringing manufacturing back to US soil and corporations will respond.  


It amazes me that liberals don’t understand that businesses including large corporations create millions of really good well paying jobs with good benefits whose employees then pay billions of dollars in income taxes.  If you raise tax rates it discourages businesses from locating or expanding here.  They have too many other global options.   Besides, businesses don’t pay those taxes, we do - the people who buy their goods and services because it’s all factored into their cost basis.   
 

They’re too caught up hating the corporate executives that are overpaid especially the golden parachutes and completely overlook the bigger jobs picture.  

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On 11/7/2024 at 9:14 AM, 92merc said:

I've said it before, but I'm concerned China will start building a lot of EV's in Mexico.  Thus slipping into the US via the NA Trade agreement.  That would spell disaster for Ford as BYD is way ahead of the big three in electric vehicles.

 

So here is the deal-China is a net exporter (they export more then they use) and their population is getting older/smaller as time goes on, so domestically the demand is waning. That is why your seeing the EU and the US mentioning tariffs on various imports as of late. The Chinese economy isn't doing all that well either.

 

Building a plant in Mexico won't fix that and net exporters don't have much in the way they can do against other countries that pass tariffs against their products (look at what happened to the Japanese in the mid to late 1980s....similar situation)

 

What happen next all depend on how badly the Chinese Communists want to stay in power and what they'll be willing to sacrifice to make that happen. 

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On 11/7/2024 at 8:14 AM, 92merc said:

Yeah, his tariff policies he's been tossing out really concern me.  Cost of my hearing aides (made in Denmark), motorcycle (BMW made in Munich), ......

 

"With the exception of the G310 series (which is produced at TVS' plant in Hosur, Tamil Nadu, India) and the C400 series (which is produced at Loncin's plant in Chongqing, China), all BMW Motorrad's motorcycle production takes place at its plant in Berlin, Germany."

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Not buying any more BMW motorcycles due to the poor reliability, but I've got 4 of the classic "airhead" boxer twins and an F800S vertical twin. Almost all of the repair parts come from everywhere but Germany so I'm nervous that Trump's tantrum de jour will put massive tariffs and price increases on the parts I need. Needless to say, I'm stocking up on parts!

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