BYD Delays Americas Expansion Amid Trade Uncertainty, Rethinking Global Strategy

BYD's planned expansion into the Americas faces significant delays as geopolitical tensions and trade uncertainties force a strategic reassessment. Executive Vice President Stella Li cited the need for clarity before committing to major investments, particularly in Mexico where a proposed plant remains on hold. The 25% U.S. tariff on Mexican vehicle imports—a Trump-era policy—continues to disrupt automakers' profitability and long-term planning.

Meanwhile, BYD's international ambitions face additional hurdles. A labor scandal in Brazil has stalled construction of its local plant, compounding challenges for the Chinese automaker's global push. Other manufacturers like Stellantis and Nissan are already scaling back Mexican production, reflecting broader industry caution amid volatile trade conditions.