automotive manufacturing
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 11, 2026 by Michael Dunne · across every show →
Everything said about automotive manufacturing, oldest first
Jun 11, 2026
China has 15 to 20 million units of idle car manufacturing capacity
“So to put some numbers to it, this year, China has capacity to build about fifty five million cars. Their domestic demand is twenty five million. They'll export another ten million. That leaves 15 to twenty million in excess capacity idle, looking for new mark…”