Tesla Need Mexico factory? cheaper export full-size Cybertruck to most of Central & South America

firsttruck

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Ford sells full-size trucks in most of Central & South America so Tesla might be able to sell the full-size Cybertruck in these areas

Ford Super Duty (short for F-Series Super Duty) is a heavy-duty pickup to the Ford F-Series range with the new versions of the F-250, F-350, and F-450 pickup
https://en.wikipedia.org/wiki/Ford_Super_Duty
....
Ford Super Duty is sold in the United States, Canada, Mexico, Venezuela, Suriname, Brazil (F-350/F-4000), Argentina (F-4000 only)


Tesla factory in Mexico cheaper export to Brazil, Colombia, Peru, Chile, Ecuador, Venezuela, Bolivia, Panama & more

Because of some of the trade agreements Mexico has, it might be cheaper to export from Mexico than export from U.S.


Also Mexico already has the lithium needed for the batteries
Video: Lithium is ‚Äúthe new oil of Mexico‚ÄĚ, one of the largest deposits
in the world is in Sonora
December 13, 2019
Video: Lithium is "the new oil of Mexico", one of the largest deposits in the world is in Sonora - The Mazatl√°n Post


Would be good to have a major EV lithium battery factory in Mexico.


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Mexico’s Top Free Trade Agreements and Their Impact
May 22, 2020
Mexico’s Top Free Trade Agreements and Their Impact


Comprehensive List of Mexico’s Free Trade Agreements (FTAs)
November 07, 2019
Comprehensive List of Mexico’s Free Trade Agreements (FTAs)



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Crissa

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Since Tesla focuses on reducing labor inputs, but not the skills associated, I doubt they would see a huge drop in costs producing new models in Mexico.

Anyhow, they haven't perfected the factory yet. And a better location would be Brazil, for its trade barrier advantages.

-Crissa
 
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firsttruck

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Since Tesla focuses on reducing labor inputs, but not the skills associated, I doubt they would see a huge drop in costs producing new models in Mexico.

Anyhow, they haven't perfected the factory yet. And a better location would be Brazil, for its trade barrier advantages.

-Crissa
I am from Mexico. I do not believe in exploiting labor.

I want the Mexican people to be able to buy good electric cars.
Air pollution in Mexico City and Monterrey is some of the worst in the world.

My post is regarding trade agreements. Mexico has a better trade agreement with Brazil.

There are also many smaller countries in Central and South America where it will never be practical to base an auto factory. Import fees for U.S. autos might be much higher and the citizens of these countries want pollution reducing cars too and break dependence on foreign oil.
 
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EVCanuck

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Since Tesla focuses on reducing labor inputs, but not the skills associated, I doubt they would see a huge drop in costs producing new models in Mexico.

Anyhow, they haven't perfected the factory yet. And a better location would be Brazil, for its trade barrier advantages.

-Crissa
Totally agree on Brazil here, largest South American market with very stiff import duties but an abundance of primary materials like nickel and iron ore. Although the first vehicle produced in Brazil would be the 25k model and not the Cybertruck
 

Crissa

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Totally agree on Brazil here, largest South American market with very stiff import duties but an abundance of primary materials like nickel and iron ore. Although the first vehicle produced in Brazil would be the 25k model and not the Cybertruck
Depends on if they drop the production cost of the Cybertruck like they're projecting.

Cheap utility.

-Crissa
 


rr6013

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Ford sells full-size trucks in most of Central & South America so Tesla might be able to sell the full-size Cybertruck in these areas

Ford Super Duty (short for F-Series Super Duty) is a heavy-duty pickup to the Ford F-Series range with the new versions of the F-250, F-350, and F-450 pickup
https://en.wikipedia.org/wiki/Ford_Super_Duty
....
Ford Super Duty is sold in the United States, Canada, Mexico, Venezuela, Suriname, Brazil (F-350/F-4000), Argentina (F-4000 only)


Tesla factory in Mexico cheaper export to Brazil, Colombia, Peru, Chile, Ecuador, Venezuela, Bolivia, Panama & more

Because of some of the trade agreements Mexico has, it might be cheaper to export from Mexico than export from U.S.


Also Mexico already has the lithium needed for the batteries
Video: Lithium is ‚Äúthe new oil of Mexico‚ÄĚ, one of the largest deposits
in the world is in Sonora
December 13, 2019
Video: Lithium is "the new oil of Mexico", one of the largest deposits in the world is in Sonora - The Mazatl√°n Post


Would be good to have a major EV lithium battery factory in Mexico.


---------------------------------------------------------------


Mexico’s Top Free Trade Agreements and Their Impact
May 22, 2020
Mexico’s Top Free Trade Agreements and Their Impact


Comprehensive List of Mexico’s Free Trade Agreements (FTAs)
November 07, 2019
Comprehensive List of Mexico’s Free Trade Agreements (FTAs)



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Barring geopolitical tsunami wiping out the crude oil industry, MX, Central and South American countries have little currency to afford the Cybertruck. It neither fits its infrastructure better than it does the average working income.

Again, things could change extremely rapidly on the world stage for countries whose infrastructures and economies can ill afford transition costs anymore than they can bear inflation fueled by depracation of resources. Capping wells, scraping tankers, shutting refineries and artificially manufacturing scarcity are both economic death knell blows.

From my front row seat, pushed kicking and screaming into the ‚Äúelectric‚ÄĚ era countries south of the US border need, at minimum, 6yrs. Some will have decaeds ahead of them in multi-energy patchwork energy quilts held together with generosity and sympathy until they see affordable replacements.
 

rr6013

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Brazil makes waaaaaaaay more sense for a factory.
Love Brazilians and Brazil could use the work. VW combi vans still roam my imagination but have almost disappeared. Brazil could Gigafactory Teslas. That’d work.

Tesla might try the arrival’s micro-mfgr technique in foreign countries. Cybertruck is composed of large assemblies so the complexities are logistics. Though its better were Tesla to target Toyota Hilux in scale and price.
 

Diehard

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Elon did consider that before he found out Mexican robots are a bit gassy and have a temper

1618453246376.png
 

Crissa

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Electric vehicles are starting to be produced in African countries.

Saying they "don't fit the infrastructure" is short-sighted. Electricity is far more common and reliable than a supply of gasoline. It doesn't care if you have solar panels, wind power, hydro, or whatever fuel generator. An EV doesn't care that you're using a propane or diesel generator. Especially imported fuel.

They're expensive now, but they won't be forever. And we're starting to see that tilt.

-Crissa
 


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firsttruck

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Most of the world's top producing car & pickup truck makers have plants in Mexico. The Big Three" (General Motors, Ford and Chrysler) have been operating in Mexico since the 1930s, there is also Toyota, Volkswagen, Audi, Nissan, Kia, Mercedes-Benz, BMW, Honda, Acura ) Over 4 million vehicles (passenger cars, pickup, commercial trucks/buses) are produced in Mexico every year. Also 4 billion worth of cars were imported from China.

In North & South Americas, some of the cities with the worst air pollution are in Mexico. Studies say air pollution kills, injuries, lowers health of millions of people every year. The pollution is so bad in the nation's capital Mexico City that most private cars have rationed use where based on the ending car license plate number, 20% of cars can NOT be driven one day in the Monday - Friday part of the week and on alternating Saturday.
Hoy No Circula
https://en.wikipedia.org/wiki/Hoy_No_Circula

Elon Musk has said the U.S. has enough lithium to make enough batteries to replace all ICE cars/pickups in U.S. (total inventory, not just one year sales).

Mexico has lithium deposits and iron ore deposits too.
Mexico has the natural resources & educated workforce
Most of Mexico has excellent climate for solar but no large manufacturer of batteries for storage systems.

With Tesla car/truck factory & battery factory (for vehicles & energy storage systems), Mexico could be self sufficient, dramatically reduce air pollution, increase health of population.

Directly regarding pickup trucks all the big name full size pickup trucks are sold in Mexico. And lots of the high-end crew cab expensive ones too. In parts of Mexico you see so many pickups you would think you were in Texas.

Ford Lobo
https://www.ford.mx/camiones/lobo/2021/ * more expensive than single or dual CyberTruck

RAM TRX
https://landings.ram.com.mx/descubre-la-nueva-ram-trx

Ford F-150
https://www.ford.mx/camiones/f150/2021/

Ford F-250
https://www.ford.mx/camiones/f250/2021/

RAM 1500 mild hybrid limited
https://www.ram.com.mx/modelos/ram-1500-mild-hybrid-limited-2021

RAM 2500 HD Limited
https://www.ram.com.mx/modelos/ram-2500-hd-limited-2021

RAM 1500 mild hybrid Longhorn
https://www.ram.com.mx/modelos/ram-1500-mild-hybrid-longhorn-2021
 

Sirfun

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Love Brazilians and Brazil could use the work. VW combi vans still roam my imagination but have almost disappeared. Brazil could Gigafactory Teslas. That’d work.

Tesla might try the arrival’s micro-mfgr technique in foreign countries. Cybertruck is composed of large assemblies so the complexities are logistics. Though its better were Tesla to target Toyota Hilux in scale and price.
VW has factories in Brazil. Maybe they can produce the ID Buzz there, it will be a huge hit. I don't understand why VW is holding off on production.
 

 
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