# 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
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.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: 2026-06-18T06:22:23+00:00
Episode link: https://audio.fexingo.com/business/china-economy/episode-0059.mp3
Audio file: https://audio.fexingo.com/business/china-economy/episode-0059.mp3
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JSON: https://stenobird.com/v1/public/podcasts/china-economy-with-fexingo-beijing-s-policies-trade-and-asia-pacific-markets-7871760/episodes/how-china-ev-makers-are-building-factories-in-mexico
Duration seconds: 408

## Resource

Chinese electric vehicle makers are racing to build factories in Mexico, aiming to skirt US tariffs and tap into North American supply chains. Lucas and Luna break down why BYD and SAIC are investing billions in Mexican states like Nuevo León and Aguascalientes, how the US-Mexico-Canada Agreement rules of origin factor in, and what this means for the yuan and trade deficits. They reference the recent FXI and KWEB drops, the weakening yuan at 6.76 per dollar, and the shifting trade balance data. A concrete look at the geopolitics of EV manufacturing. #ChinaEVs #MexicoFactories #BYD #SAIC #EVSupplyChain #USMCA #TradeTariffs #Yuan #FXI #KWEB #TradeDeficit #ManufacturingShift #Geopolitics #Economics #Podcast #FexingoBusiness #BusinessPodcast #ChinaEconomy Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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