On May 2, 2025, I visited the BYD1 dealership in the Mexico City borough of Iztacalco. This just a few days before the end of my three-month remote-work and reporting journey around Mesoamerica, after starting in Mexico City in January 2025. While writing up this experience in late May 2025, as the U.S. executive branch and Congress endeavor to devastate the nation’s scientific and industrial base with senseless attacks on research funding and clean energy tax credits, this experience has become a bittersweet yet powerful source of hope and optimism for me.
I’m not really a car guy. I’ve driven, but I’ve never owned a personal car: I travel a lot, but almost all on public transport. I had to look up the difference between a hatchback and a sedan for this article, so I’m likely to have missed quite a lot of car-related details. Nevertheless, the BYD dealership of Iztacalco blew me away. I’d read about BYD as the world’s premier EV company and seen the statistics on its impressive technology and accelerating growth (BYD sells to much of the world, but it’s not available in the U.S.), so my expectations were pretty high. They were exceeded.
This dealership was selling thirteen different car models, nine all-electric and four hybrids. Each one was named after a marine animal (the “Ocean Series,” including the Seal, Dolphin, Shark, and Sealion) or a Chinese ruling dynasty (the “Dynasty Series,” including Yuan, Tang, Han, and Song)2. Most of them featured the cutting-edge Blade lithium iron phosphate battery, some of the most advanced EV tech in the world right now.
During my visit, I got to go inside the showroom demo models of the Shark (a hybrid pickup truck) the Song Plus (a hybrid SUV), the Yuan Plus (an all-electric SUV), the Dolphin Mini (an all-electric hatchback), and the Sealion 7 (an all-electric family car).
One of the unspoken baseline assumptions of growing up in the United States is that our country has the best stuff. Sure, maybe other countries might have older historic monuments, more authentic cultures, more walkable city centers, and someone of a liberal bent might even acknowledge that many other countries have substantially better healthcare and education systems, but I would bet that almost everyone in America believes at some level that when it comes to material goods, especially anything with wheels or a screen, it’s an article of faith that the best version of it will be sold by an American company.
That’s really, really, really, no longer true for cars — one of the biggest and most iconic categories of “material good” on the planet. Someone in Macau or Mexico City now can buy a better, cheaper, cleaner car that is literally impossible to buy at a dealership in Philadelphia or Phoenix.
And those cars are more and more widely available. As of early 2025, China’s electric cars accounted for 62% of the total worldwide EV market, 70% of the total EV market in Mexico, 75% in Indonesia, 77% in Thailand, and 82% in Brazil. Notably, a lot of the countries where China has established early market dominance are selling relatively few EVs right now, but have large populations, meaning they have the potential to absorb a lot more. Indonesia’s EV market amounted to just 43,000 cars in February 2025, but Indonesia is home to over 280 million (280,000,000) people, and it’s developing fast — there’s a lot of room to grow. And BYD intends to fill that space by providing an ever-growing quantity of cheap, clean, and luxurious cars. They’re currently building a new EV factory (and employee housing) complex in Zhengzhou that will has been reported to be larger than the U.S. city of San Francisco, set to produce one million cars per year. I suspect there will be more built soon.