They tried stockpiling aluminum in Mexico during the Trump ban and that was shutdown quickly. I guess they just have to be more convoluted about it. I wonder if Trump will do something like “tariff China and any country that doesn’t tariff China itself (transitive)”, but it feels like it might be futile to do that.
BYD can build cars in Mexico, they already build buses in SoCal, that’s not an issue. The question is if tariffs are going to apply just to final assembly and will they be easy to avoid by assembling elsewhere.