Stammer meets Trump

[Mrs Ten Names]

You two should write a book… Dumb and dumber’s guide to business and economics for idiots.

I don’t think I’ve said why. I’ve said the energy crisis was not the only cause.

That's right. Energy cost is not the only cause. But it is mentioned as the major cause, by both Deloitte and your source Fortune.

 

[motorbiking]

Glad you got there in the end.

It’s certainly a factor, but it would be wrong to say it’s the cause.

 

[noseall]

Glad you got there in the end.

Correct...

Half of manufacturers are moving manufacturing away from Germany.

^^^^^^
...not true.

 

[Mrs Ten Names]

Glad you got there in the end.

The energy cost is the main cause.

And as Noseall keeps saying, your claim that "half of manufacturers are moving" is incorrect.
They are moving some parts of their energy-hungry manufacture. But their main company is remaining in Germany.

 

[motorbiking]

Righto.

The builder from the midlands must know better.

 

[noseall]

And as Noseall keeps saying, your claim that "half of manufacturers are moving" is incorrect.

Some are considering partial relocation, is all. It's just MBK and his regular bullshít.

 

[noseall]

Righto.

The builder from the midlands must know better.

100% so far.

 

[carmanmemoranda]

Righto.

The builder from the midlands must know better.

He appears to. More accurate than the sailor

 

[motorbiking]

Some are considering partial relocation, is all. It's just MBK and his regular bullshít.

Do you think I said they are moving 50% of their manufacturing? Or that 50% are moving all their manufacturing?

 

[noseall]

Do you think I said they are moving 50% of their manufacturing? Or that 50% are moving all their manufacturing?

you said this...

Half of manufacturers are moving manufacturing away from Germany. .

..which is untrue.

 

[Mrs Ten Names]

Do you think I said they are moving 50% of their manufacturing? Or that 50% are moving all their manufacturing?

Motorbiking segueing his way around what he said.

 

[carmanmemoranda]

Motorbiking segueing his way around what he said.

Sailors go which way the wind blows, never a straight line

 

[ajohn]

You’re both welcome to do your research. Maybe start with analysis that isn’t a year old.

Is Germany in crisis? Giants consider pulling billions from economy

Intel is reconsidering a €30 billion factory while Volkswagen contemplates closures as German industry drowns in a two-year recession.

fortune.com

Tesla's giga factory in Germany started producing cars a couple of years ago. Just 1000 and day. VW's main factory is enormous.
ACC have halted their planned expansion but why may have nothing to do with German costs
ACC has paused building its battery facilities in Germany and Italy as it weighs up shifting to lithium iron phosphate (LFP) batteries, rather than the previously planned lithium-ion battery cells and modules. While LFP batteries are less powerful, they are cheaper to produce. The move to pause construction comes as the industry is seeing a dip in expected demand.
But
ACC announced in March this year that it would extend its partnership with energy and services provider Equans France to build a new unit to double production capacity by 2026.

EV;s are having some odd effects. For instance the EU announced a tariff on Chinese ones. The EU makers aren't happy as they sell into China and see the chance of trade wars. One way around that would be build plants in China.

The whole EV area also has another problem in some countries, By a certain date a very high % of production needs to be EV. A tariff is applied to equalise the price difference. How to get EV costs down to the same as petrol to maintain sales volumes?

The other point is that a car manufacturer does not make all of the bits in a car. In the EU's case and probably others some parts are made in China. Electronics - an area that the East again dominates. Some parts may be made domestically where ever the cars are built.

So fine some factors about Germany probably do figure but there are a number of factors causing concern.

 

[motorbiking]

you said this...

..which is untrue.

It’s true.

 

[motorbiking]

Sailors go which way the wind blows, never a straight line

Nonsense