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You can't buy a Chinese EV in the United States. But they dominate in Southeast Asia

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You can't buy a Chinese EV in the United States. But they dominate in Southeast Asia

Late last year Chinese automaker BYD surpassed Tesla as the world’s biggest seller of electric vehicles.

But you won’t find its cars in the United States anytime soon. With the Chinese auto industry facing tariffs in the U.S. and the European Union, one of its most important markets is Southeast Asia.

Of the 31 passenger car brands represented last month at the sprawling Indonesia International Auto Show outside Jakarta, about a third were from China. The vast majority of those were electric vehicles.

Striding past fashion models and huge video displays, Safik Bahsein made his way to the BYD display, where he honed in on a BYD Dolphin, which promises 300 miles on a single charge and sells for the equivalent of $26,000.

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Visitors look at a BYD car during an auto show last month. Chinese car companies have been gaining ground in Indonesia, particularly in EVs.

(Tatan Syuflana / Associated Press)

It’s one of three EV models that BYD now sells in Indonesia, the world’s fourth most populous country — with more than 275 million people — and the largest car market in Southeast Asia. The company’s first shipment of 1,000 EVs arrived last month.

“It’s quite beautiful,” said Bahsein, 49, who works in shipping. “Compared with European cars, I think BYD has good prospects in the future.”

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In his view, the quality of Chinese cars now matches those from Europe and Japan. He said he was considering buying one for his wife, though he still prefers his Tesla Model 3, which he had to have specially imported two years ago because there are no dealers in Indonesia.

The country’s car market has long been dominated by the Japanese brands Toyota, Daihatsu and Honda. But Chinese companies have been gaining ground, particularly in EVs, where Japanese automakers have lagged.

Chinese brands accounted for 43% of EV sales in the first half of 2024, according to the Assn. of Indonesia Automotive Industries.

But getting people to buy EVs has been especially challenging in Indonesia, where there are many cheaper alternatives and a dearth of charging stations. Only 17,121 EVs were sold last year — just 2% of all auto sales.

Visitors look at vehicles during an auto show

“Southeast Asia, specifically Thailand and Indonesia, is the beachhead, both as a market and a production base,” said Lei Xing, former chief editor of the China Automotive Review.

(Tatan Syuflana / Associated Press)

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The Indonesian government has created incentives for EV buyers and set a goal of 400,000 EV sales next year. But the international data analytics firm Fitch Solutions has suggested that a more realistic expectation is 56,000 by 2028.

For Goldie Liem, 24, who recently bought a Binguo EV from the Chinese carmaker Wuling, the biggest incentive was the license plate, which exempts Jakarta drivers from road restrictions meant to cut down on traffic.

That saves her time on her daily office commute, which can take up to two hours. She said she also saves on gas, and pays about $60 a year in taxes compared with $430 for her old Mazda.

“It gets me from A to B, that’s it,” she said. “I haven’t tried to take it out of town yet, because I’m not that brave, in terms of charging stations and all that.”

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It would take much more to make her husband an EV convert. They couple had come to the auto show so he could check out gas-powered BMWs.

In China, the EV industry has flourished thanks to clean energy subsidies and access to comprehensive supply chains for battery technology and vehicle manufacturing. But intense domestic competition has prompted price cuts and led automakers to look overseas for growth.

Brazil, Belgium, the United Kingdom, Thailand and the Philippines are the biggest export markets this year, according to the China Passenger Car Assn. Indonesia is among the fastest growing.

A Wuling Air EV is displayed at an auto exhibition

Wuling, a Chinese EV brand, accounts for about 40% of EV sales in Indonesia. But electric cars still only make up about 2% of total car sales, hampered by insufficient charging infrastructure.

(Stephanie Yang / Los Angeles Times)

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“Southeast Asia, specifically Thailand and Indonesia, is the beachhead, both as a market and a production base,” said Lei Xing, an independent auto analyst and former chief editor of the China Automotive Review. “It’s not like you’re going into Europe and competing against the Volkswagens and the BMWs. Now with the EV opportunity, Chinese brands are jumping on that.”

BYD recently announced plans to build a $1.3-billion EV plant two hours from Jakarta that will begin operations in 2026, joining other Chinese brands Neta and Wuling to build electric cars in Indonesia.

It’s no coincidence that Indonesia also happens to be one of the world’s leading producers of nickel and other minerals needed in EV batteries.

China has already invested billions of dollars in Indonesian nickel mines in order to procure the strategic metal. Now Indonesia is trying to attract more Chinese funding to process its natural resources and build cars at home.

In an op-ed this year for China Daily, a state-run newspaper, a senior Indonesian transportation official declared his country’s EV industry “open for business.”

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The official, Rachmat Kaimuddin, the deputy coordinating minister of transportation and infrastructure, also encouraged Chinese carmakers to take advantage of the “golden opportunity” of recently announced tax incentives for international car brands producing in Indonesia.

For brands like BYD, building more facilities in other countries is a critical part of global expansion, particularly as the U.S. and EU have threatened to implement harsher policies to keep cheap Chinese models from pushing out their own domestic manufacturers.

A BYD car on display with its front doors open at an auto expo

Leading Chinese automaker BYD delivered its first 1,000 EVs to Indonesian consumers this year, as it expands its manufacturing and sales in one of Southeast Asia’s biggest auto markets.

(Stephanie Yang / Los Angeles Times)

Last month, the EU announced tariffs of up to 37.6% on Chinese EVs. In the U.S., President Biden raised the existing 25% tariff on Chinese EVs to 100%.

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BYD has also opened a plant in Thailand, and has announced investment plans for Turkey, Hungary and Mexico, which could help the automaker sidestep foreign import taxes in the U.S. and Europe on Chinese goods.

“These are very strategic locations,” said Xing, the auto analyst. “In order to be global, I think the U.S. and Europe are the last two frontiers.”

In the meantime, there is Southeast Asia. At the auto show, Ricky Aristin, 23, spent two hours browsing cars that could potentially replace his Honda Accord. The highlight was climbing into the driver’s seat of a BYD Seal, an electric sedan that sells for about $44,000.

“It feels like an expensive car,” Aristin said. “It’s a good experience from the car with the lowest price.”

Nonetheless, he decided he wouldn’t buy an EV until Jakarta has more charging stations.

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Disneyland Resort President Thomas Mazloum named parks chief

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Disneyland Resort President Thomas Mazloum named parks chief

Disneyland Resort President Thomas Mazloum has been named chairman of Walt Disney Co.’s experiences division, the company said Tuesday.

Mazloum succeeds soon-to-be Disney Chief Executive Josh D’Amaro as the head of the Mouse House’s vital parks portfolio, which has become the economic engine for the Burbank media and entertainment giant. His purview includes Disney’s theme parks, famed Imagineering division, merchandise, cruise line, as well as the Aulani resort and spa in Hawaii.

Jill Estorino will become the head of Disneyland Resort in Anaheim. She previously served as president and managing director of Disney Parks International and oversaw the company’s theme parks and resorts in Europe and Asia.

Estorino and Mazloum will assume their new roles on March 18, the same day as D’Amaro and incoming Disney President and Chief Creative Officer Dana Walden.

“Thomas Mazloum is an exceptional leader with a genuine appreciation for our cast members and a proven track record of delivering growth,” D’Amaro said in a statement. “His focus on service excellence, broad international leadership and strong connection to the creativity that brings our stories to life make him the right leader to guide Disney Experiences into its next chapter.”

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Mazloum had been about a year into his tenure at Disneyland. Before that, he was head of Disney Signature Experiences, which includes the cruise line. He was trained in hospitality in Europe.

In his time at Disneyland, Mazloum oversaw the park’s 70th anniversary celebration and recently pledged to eliminate time limitations for park-hopping, which are designed to manage foot traffic at Disneyland and California Adventure.

Mazloum will now oversee a 10-year, $60-billion investment plan for Disney’s overall experiences business, which includes new themed lands in Disneyland Resort and Walt Disney World. At Disneyland, that expansion could result in at least $1.9 billion of development.

The size of that investment indicates how important the parks are to Disney’s bottom line. Last year, the experiences business brought in nearly 57% of the company’s operating income. Maintaining that momentum, as well as fending off competitors such as Universal Studios, is key to Disney’s continued growth.

In his new role, Mazloum will have to keep an eye on “international visitation headwinds” at its U.S.-based parks, which the company has said probably will factor into its earnings for its fiscal second quarter. At Disneyland Resort, that dip was mitigated by the park’s high percentage of California-based visitors.

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Times staff writer Todd Martens contributed to this report.

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What soaring gas prices mean for California’s EV market

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What soaring gas prices mean for California’s EV market

It has been a bumpy road for the electric vehicle market as declining federal support and plateauing public interest have eaten away at sales.

But EV sellers could soon receive a boost from an unexpected source: The war in Iran is pushing up gas prices.

As Americans look to save money at the pump, more will consider switching to an electric or hybrid vehicle. Average gas prices in the U.S. have risen nearly 17% since Feb. 28 to reach $3.48 per gallon. In California, the average is $5.20 per gallon.

Electric vehicles are pricier than gasoline-powered cars and charging them isn’t cheap with current electricity prices, but sky-high gas prices can tip the scales for consumers deciding which kind of vehicle to buy next.

“We probably will see an uptick in EV adoption and particularly hybrid adoption” if gas prices stay high, said Sam Abuelsamid, an auto analyst at Telemetry Agency. “The last time we had oil prices top $100 per barrel was early 2022 and that’s when we saw EV sales really start to pick up in the U.S.”

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In a 2022 AAA survey, 77% of respondents said saving money on gas was their primary motivator for purchasing an electric vehicle. That year, 25% of survey respondents said they were likely or very likely to purchase an EV.

As oil prices cooled, the number fell to16% in 2025.

In California, annual sales of new light-duty zero-emission vehicles jumped 43% in 2022, according to the state’s Energy Commission. The market share of zero-emission vehicles among all light-duty vehicles sold rose from 12% in 2021 to 19% in 2022.

“Prior to 2022, we didn’t really have EVs available when we had oil price shocks,” Abuelsamid said. “But every time we did, it coincided with a move toward more fuel-efficient vehicles.”

Dealers are anticipating a windfall.

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Brian Maas, president of the California New Car Dealers Assn., predicted enthusiasm for EVs will rebound across California if oil prices don’t come down.

“If prior gasoline price spikes are any indication, you tend to see interest in more fuel-efficient vehicles,” he said.

Rising gas prices could be a lifeline for EV makers at a time when federal support for green cars has been declining.

Under President Trump, a federal $7,500 tax incentive for new electric vehicles was eliminated in September, along with a $4,000 incentive for used electric vehicles.

In California, the zero-emission vehicle share of the total new-vehicle market was 22% through the first 10 months of 2025, then dropped sharply to 12% in the last two months of the year, according to the California Auto Outlook.

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Meanwhile Tesla, the most popular EV brand in the country, has grappled with an implosion of its reputation with some consumers after its chief executive, Elon Musk, became one of Trump’s most vocal supporters and helped run the controversial Department of Government Efficiency.

Over the last several months, Ford, General Motors and Stellantis have pared back EV ambitions.

Other automakers, including Nissan, announced plans to stop producing their more affordable electric models.

The Trump administration has moved to roll back federal fuel economy standards and revoked California’s permission to implement a ban on new gas-powered car sales by 2035.

David Reichmuth, a researcher with the Clean Transportation program in the Union of Concerned Scientists, said the shift in production plans will affect EV availability, even if demand surges.

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That could keep people from switching to cleaner vehicles regardless of higher gas prices.

“This is a transition that we need to make for both public health and to try to slow the damage from global warming, whether or not the price of gasoline is $3 or $5 or $6 a gallon,” he said.

According to Cox Automotive, new EV sales nationally were down 41% in November from a year earlier. Used EV sales were down 14% year over year that month.

To be sure, oil prices can fluctuate wildly in times of uncertainty. It will take time for consumers to decide on new purchases.

Brian Kim, who manages used car sales at Ford of Downtown LA, said he has yet to see a jump in the number of people interested in EVs, hybrids or more fuel-efficient gas-powered engines.

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Still, if the price at the pump stays stuck above its current level, it could happen soon.

“Once the gas prices hit six [dollars per gallon] or more and people feel it in their pocket, maybe things will start to change,” he said.

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Nearly 60 gigawatts of U.S. clean power stalled, trade group finds

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Nearly 60 gigawatts of U.S. clean power stalled, trade group finds

A total of 59 gigawatts of U.S. clean energy projects are facing delays at a time when demand for power from AI data centers is surging, according to a trade group study.

Developers are seeing an average delay of 19 months over issues such as long interconnection times, supply constraints and regulatory barriers, the American Clean Power Assn. said in a quarterly market report.

The backlog is happening despite the growing need for power on grids that are being taxed by energy-hungry data centers and increased manufacturing. The Trump administration has implemented a slew of policies to slow the build-out of solar and wind projects, including delaying approvals on federal lands.

The potential energy generation facing delays is the equivalent of 59 traditional nuclear reactors, enough to power more than 44 million homes simultaneously.

“Current policy instability is beginning to impact investor confidence and negatively impact project timelines at a time when demand is surging,” American Clean Power Chief Policy Officer JC Sandberg said in a statement.

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Despite the hurdles, developers were able to bring more than 50 gigawatts of wind, solar and batteries online in 2025, accounting for more than 90% of all new power capacity in the U.S., the report found. Clean power purchase agreements declined 36% in 2025 compared with 2024, signaling that the build-out of clean power in the U.S. could be lower in the 2028 to 2030 time period, according to the report.

Chediak writes for Bloomberg.

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