# How China EV Makers Are Building Factories in Mexico

Page: https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-china-ev-makers-are-building-factories-in-mexico-2
Text version: https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/how-china-ev-makers-are-building-factories-in-mexico-2.md
Podcast: [China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets](https://stenobird.com/podcast/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760)
Published: 2026-07-14T18:44:37+00:00
Episode link: https://audio.fexingo.com/business/china-economy/episode-0112.mp3
Audio file: https://audio.fexingo.com/business/china-economy/episode-0112.mp3
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Duration seconds: 407

## Resource

Chinese electric vehicle makers are quietly building factories in Mexico, a strategy that lets them bypass US tariffs and serve the North American market. In this episode, Lucas and Luna examine why BYD, SAIC, and other Chinese automakers are setting up assembly plants in northern Mexico, how the US-Mexico-Canada Agreement's rules of origin factor in, and what this means for the Biden administration's push to boost domestic EV supply chains. They discuss the specific tax advantages, labor cost differences, and the potential backlash from US lawmakers. With NIO's stock up 2.1% over five days and broader Chinese EV exports surging, this cross-border production shift is reshaping trade flows and could redefine the geopolitics of electric vehicles. The hosts also touch on how Tesla's Mexican plant announcement may have accelerated the trend. #ChinaEconomy #BusinessPodcast #FexingoBusiness #Economics #EVPolicy #MexicoManufacturing #BYD #SAIC #NIO #USChinaTrade #Tariffs #NorthAmericaSupplyChain #TradePolicy #IndustrialPolicy #EVSupplyChain #Geopolitics #ManufacturingStrategy #CrossBorderTrade Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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