CHINA: BYD and Geely Fight Over Mexico Plant, China Cuts Tariffs and Solid State Battery Standards | 17 Feb 2026
EV News Daily - Technology and Business of EVs
Martyn Lee
4.8 • 749 Ratings
🗓️ 17 February 2026
⏱️ 14 minutes
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Transcript
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| 0:00.0 | Welcome back to EV News China today. B.Y.D. and Gili fight over a factory. China cuts tariffs |
| 0:06.2 | and solid state battery standards. Plus stay tuned. Later in the show, I'll tell you why Poland |
| 0:11.6 | has banned Chinese-made vehicles from entering military bases. Welcome to EV News, China, the podcast |
| 0:19.2 | dedicated to the world's biggest EV market every day. |
| 0:22.4 | I bring you the latest headlines, insights and analysis from the heart of China's booming |
| 0:26.3 | EV industry and decode how fast-moving developments in the East shape the global EV landscape. |
| 0:32.8 | We'll start with news of B.Y.D. and G. Lee over the same Mexican plant, Nissan and Mercedes are decided to sell up their |
| 0:42.1 | joint venture factory in Agua Calientes, Mexico. B.YD and Gile have now surfaced as the top bidders for the plant. |
| 0:50.8 | It's known as the Compass plant, the cooperative manufacturing plant, Agua Calientes. |
| 0:57.4 | Compass launched in 2017 alongside existing Nissan facilities. It has a capacity of 230,000 vehicles a year. |
| 1:07.0 | They built it to make the Mercedes GLB and Nissan's an infinity QX-50 and the QX-55. |
| 1:15.0 | But that product plan has now thinned out somewhat. |
| 1:18.1 | Mercedes pulled the GLB. |
| 1:20.0 | Nissan's not announced a model year refresh for those cars. |
| 1:24.3 | The sale lands as Nissan winds down elsewhere in Mexico. Its plant which |
| 1:31.1 | produced the Versa is shutting down. And for BYD or Gili, the compass plant offers more than just |
| 1:39.5 | spare capacity that's kind of floating around. Chinese brands have captured 20% of Mexico's |
| 1:45.7 | new car market and owning the plant would add localized production capacity to Mexico. |
| 1:51.5 | Reuters reported that Great Wall Motor, Cherry and Vinfast are also interested. The bidders bring |
| 1:58.2 | different baggage. BYD sells only vehicles with plug sockets on the side. |
| 2:02.7 | GD does make some vehicles with engines, but is obviously pushing hard into electrification. |
| 2:09.3 | Either way, local output would seed regional supply chain to extend Chinese automakers reach into Latin America as well. |
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