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New Tariffs in the States

Aridom82 said:
But does the US has a domestic solar/lithium industry that needs protection?
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Which brings up the age-old question about the Chinese (or whoever) dumping products below cost to prevent the emergence of that competing industry. There's also a time factor, you can't spin up a solar panel, battery, or inverter fab overnight, and uncertainty is a real market-killer.
 
Hedges said:
What tariffs apply to assembled products coming from China to US? From Canada, if the content is largely from China?
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Don't know about Canada but when exporting from UK to US our factory had to show a substantial transformation was within the UK to be able to stamp 'Made in UK' on the part. As we bought in UK made steel, aluminium and tin ingots and cast and rolled the alloy it was easy enough. But a trailer assembled from Chinese parts would be difficult to pass off as 'Made in UK'

Marking of Country of Origin on U.S. Imports

Securing America's Borders
www.cbp.gov
 
Ok, use a Canada made trailer.
I'm more interested in the huge lithium battery mounted on it to power lighting.

Could even ship the trailer back for reconditioning and use building future units, after scavenging the cells from it.
 
There is a significant different in the eyes of Duties Import/Exports. The "Made In ??? or the Assembled In ??? is handled quite differently. The finer points are only known to those that deal with that directly.

What effects to Canadians... If coming here directly by boat/plane or if coming up from the US ? it will likely be different. Depends on what the Canadian Gov does and how they choose to implement whatever they come up with. I expect the EU & Others will also have to consider it all... TBH, I have little hope that any of it will be reasonable in reality and that it will only really impact those using these goods & products - meaning "WE" are going to get shafted, especially the DIY Gang here. One HUGE reason for DIY is Budget and now that will get screwed too.
 
I don't see prices changing much. If tariffs drive up prices, sales slow. Slow sales means too much inventory. Too much inventory is expensive to store, and costs jobs. Simply, China will have to drop prices on product to keep it moving.
 
Tulex said:
I don't see prices changing much. If tariffs drive up prices, sales slow. Slow sales means too much inventory. Too much inventory is expensive to store, and costs jobs. Simply, China will have to drop prices on product to keep it moving.
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Are there any us based companies that produce the same products the tariffs will target? If there are, and they are public, i see a stock price going up.
 
My latest order is supposed to ship next week, hopefully under the wire. Depending on what happens I might get a few pallets of cells.
 
SparkyJJO said:
I want more batteries now but don't want to order them then get hit with an import duty for $1800 or whatever they push by the time they arrive stateside.
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Duty will be charged on whatever price the seller marks on the bill of lading (CIF, FOB, DDP, etc). Just saying…
 
Yes, do you charge duty on

Commercial Invoice

Sales Invoice

The bank transfer value
 
Aridom82 said:
Yeah all the stuff going on makes my blood pressure go up.
Didnt they found a gigantic lithium deposit in California last year?

oilprice.com

World's Largest Lithium Reserve Discovered Beneath California's Salton Sea | OilPrice.com

The U.S. Department of Energy has discovered a massive lithium deposit beneath California's Salton Sea, potentially making the U.S. self-sufficient in this critical battery metal and impacting the global lithium market.
oilprice.com oilprice.com

That could be good news for battery prices in the us if they could set up domestic production.
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I agree about not having politics here.

Just remember, and I think you know, Aridom82, that the tariffs we have today are nothing new.

25%+ tariffs on Chinese goods started a few years ago. It really effects our production costs because so many components come from China.

Gee, MidNite paid 40% tariffs for quite a while on our aluminum castings that came from China. Unfortunately these cannot come from the US.

There used to be more tariffs on Chinese solar panels, didn't there ? And it was dropped for quite a while.

Oh, and at least, right now, solar panels are CHEAP ! Especially used PV. The solar industry has been going quite slowly as of late.

As for EVs from China, I understand that the BYD's have quite a bad safety record for battery fires if those are the EVs that are being taxed. So one reason not to worry too much about this particular issue, if it is as bad as I heard.

My problem with these tariff deals is that they seem to add way more products than what is announced. Need to look at the lists.
The last group of tariffs added 6 or so years ago had all sorts of stuff on it you wouldn't even think should be there. Things that can hurt American manufacturers.

boB
 
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I'm trying to read through the thread and understand if we would be impacted. If you have batteries already shipped, they will still be subject to the 100% tariff?
 
kromc5 said:
I'm trying to read through the thread and understand if we would be impacted. If you have batteries already shipped, they will still be subject to the 100% tariff?
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I believe if they have not gotten through customs at the port of entry before the tariffs then yes.
 
SpongeboB Sinewave said:
As for EVs from China, I understand that the BYD's have quite a bad safety record for battery fires if those are the EVs that are being taxed. So one reason not to worry too much about this particular issue, if it is as bad as I heard.
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REALLY ? That's news to me, and we have as much BDDY as TSLA and of course I keep an eagle eye on those shares & companies. Sorry to say but BYD has a good safety record with batteries and their Raod Safety Testing surpasses even European standards.
 
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I was really hoping the new Eve 560ah would be available before this.
 
kromc5 said:
I'm trying to read through the thread and understand if we would be impacted. If you have batteries already shipped, they will still be subject to the 100% tariff?
Click to expand...
As always, if you ask a question of the Internet, it will respond with yes and no and maybe.

First of all the hundred percent tariff is for electric vehicles, as far as we know batteries will not have 100% tariff.

Second of all while the announcement is due on Tuesday, we don’t know when the actual Tariff schedule will be implemented. It could be next week it could be next year, we will know more on Tuesday.

Third of all, if your batteries arrive and clear customs before the new tariff schedule goes into effect, then you will not pay the extra tariff.

#WeDemandRigidlyDefinedAreasOfDoubtAndUncertainty
 
wpns said:
As always, if you ask a question of the Internet, it will respond with yes and no and maybe.
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Truth!
wpns said:
First of all the hundred percent tariff is for electric vehicles, as far as we know batteries will not have 100% tariff.
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Oh good.
wpns said:
Second of all while the announcement is due on Tuesday, we don’t know when the actual Tariff schedule will be implemented. It could be next week it could be next year, we will know more on Tuesday.
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I hate waiting.
wpns said:
Third of all, if your batteries arrive and clear customs before the new tariff schedule goes into effect, then you will not pay the extra tariff.
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Right.
wpns said:
#WeDemandRigidlyDefinedAreasOfDoubtAndUncertainty
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:ROFLMAO: Love it, so true!
 
makes me glad all the hardware I need is sitting in my house/garage or already online.

picked up 2 eg4 indoor batteries (28.6kw total) a few weeks ago, and 20 Aptos bifacial panels, I'm set for at least a decade I think :)
 
Steve_S said:
REALLY ? That's news to me, and we have as much BDDY as TSLA and of course I keep an eagle eye on those shares & companies. Sorry to say but BYD has a good safety record with batteries and their Raod Safety Testing surpasses even European standards.
Click to expand...

Maybe it is because they have more EVs than we do ?

I do know that BYD is certainly not 100% perfect in this respect.

Here is the video where I heard about the BYD Blade batteries. Maybe it is only these particular batteries that had trouble ?
And maybe they have fixed the problem ?

BTW, this guy and his friend lived and worked in China for about 10 years.


One of the comments said;
2 months ago
That's strange I was told blade batteries was one of the safest batteries made

boB
 
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SpongeboB Sinewave said:
Maybe it is because they have more EVs than we do ?

I do know that BYD is certainly not 100% perfect in this respect.

Here is the video where I heard about the BYD Blade batteries. Maybe it is only these particular batteries that had trouble ?
And maybe they have fixed the problem ?

BTW, this guy and his friend lived and worked in China for about 10 years.


One of the comments said;
2 months ago
That's strange I was told blade batteries was one of the safest batteries made

boB
Click to expand...
BYD Blade batteries are considered safe from what I’ve seen. Tesla uses them in their German made vehicles BYD nail test

I’m also confused by China EV tariffs. I’m not aware of any Chinese auto company selling EVs in the US currently.
BYD just said they have no plans BYD US statement
 
SpongeboB Sinewave said:
Maybe it is because they have more EVs than we do ?

I do know that BYD is certainly not 100% perfect in this respect.

Here is the video where I heard about the BYD Blade batteries. Maybe it is only these particular batteries that had trouble ?
And maybe they have fixed the problem ?

BTW, this guy and his friend lived and worked in China for about 10 years.


One of the comments said;
2 months ago
That's strange I was told blade batteries was one of the safest batteries made

boB
Click to expand...
You REALLY need to vet your sources more carefully- I didn't even need to watch it to know immediately that was a video by a utuber named Sepentza- a notorious antiChina (and rabid anti EV) utuber with a long history of 'distorting the truth' aka lying... (he is a far rightwing supporter, born in South Africa, and has a VERY dubious past indeed)

Responsible for the 'ghost cities' nonsense, and also literally the starter of the 'fields of abandoned EVs left to rot' nonsense... (and the spread of the 'EVs catch fire' garbage against BYD- he seems to have a particular hatred of BYD for some reason)

BYD's blade batteries are indeed safe (and yes, Tesla does indeed use them in both the EU made Model 3, and also now the Chinese manufactured Model 3 as well)- BYD manufacture their own batteries, and have done since the first release of the E6, back in 2009... they manufacture more GWh of batteries per year than Tesla, and are one of the biggest manufacturers in the world...

They also outsell Tesla worldwide- and have been selling cars since 2009, and trucks and buses since 2012 (actual trucks- not US 'utes')- here in Australia BYD outsells Tesla (indeed my next car is going to be a Atto 3, later this year), NSW has been using their buses (nicknamed 'ElectricBlu) since 2016, and EV buses now make up almost a third of the inner city fleet in Sydney
2009 E6 was first released
1715483969637.png
2012, first BYD commercial vehicles went on sale
1715484040927.png
2016 Australia bought the first 6 BYD electric buses used in Australia (they bought another 40 in 2017, and by 2023, there were over 250 of them running around Sydney, with almost the entire diesel fleet being replaced by electric buses by 2028...)
1715484341886.png
1715484389279.png
In 2020, BYD released a shot of their 100th electric 'semi' sold in the US...
1715484503021.png

Like I said, I am looking at getting the Atto 3 later this year, a mid sized 'SUV', with a 450km range per charge (20% to 80% in under half an hour), has a 1200kg towing capacity, and is in Australia, $20000 cheaper for the LR version than the cheapest Tesla 3...
1715484985196.png
BYD do actually know what they are doing....
 
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