

Volkswagen has made a ton of dumb mistakes, but among the worst are paying union wages and not getting super cheap lithium batteries from being located in a country that has a well integrated supply chain.
We don’t want to mine or refine lithium as much in the EU because “boohoo muh environment” but really, if we want to compete with China we can’t let the environment be a deciding factor. Mine and refine all the resources we need instead of buying them from China and letting them dictate the prices. China doesn’t give a fuck about small issues standing in its way and neither should we.



The USA has yet to kill the UAW which they must do to be competitive. It’s not an end-all be-all solution (wages are only like 30% of the cost of a car), but a good start. It also needs an entirely local battery supply chain, buying from China isn’t an option. And they need to pay for every EV that is manufactured, no matter where it’s sold to.
But the US won’t take it seriously so they’ll never compete for real. Maybe they’ll kill UAW but only to increase shareholder value, not to compete for real.