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All Journal JURNAL ECONOMINA
Rahmi Fitriyanti
UIN Syarif Hidayatullah Jakarta, Indonesia
Economics, Econometrics & Finance

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China's Geoeconomic Interests In The Us Via Byd's Export To Mexico, 2022-2024 Evan Andhika Suci; Rahmi Fitriyanti; Agus Nilmada Azmi
JURNAL ECONOMINA Vol. 5 No. 8 (2026): JURNAL ECONOMINA, Agustus 2026
Publisher : LPPM Sekolah Tinggi Ilmu Ekonomi 45 Mataram

Show Abstract | Download Original | Original Source | Check in Google Scholar | DOI: 10.55681/economina.v5i8.3749

Abstract

The electric vehicle sector is a primary arena for geoeconomic competition between the United States and China. This study analyzes China's geoeconomic interests by examining the export strategy of the electric vehicle manufacturer BYD into Mexico from 2022 to 2024. Using a descriptive qualitative method with a case study design, this research determines that Mexico currently fulfills only two of the three structural elements of a geoeconomic bridging node. Contextual positioning is achieved through USMCA membership, and Mexico has consistently attracted Chinese foreign direct investment, but coupling practices are constrained by strict rules of origin and the Inflation Reduction Act's Foreign Entity of Concern exclusion. The third element, strategic relational proximity, is fragile: in April 2024, the Mexican federal government halted incentives for Chinese electric vehicle manufacturers following direct demands from the United States Trade Representative. BYD's export expansion is a rational corporate response to domestic overcapacity and international tariff barriers rather than a mandate from Beijing, though the framework of party-state capitalism shows that BYD's commercial success advances China's broader geoeconomic interests. These findings test the limits of the bridging node concept in Latin America when confronted with the defensive mechanisms of a hegemonic state.
Co-Authors Agus Nilmada Azmi Evan Andhika Suci