Replacing the Subs

[Czech_pivo]

And why VW? Are they connected to TKMS? Is TKMS part of the VW Group? Or were they mentioned purely because they're German?

Because VW is ‘the people’s car’ and it will appeal nicely to those on the left. You didn’t think that Porsche or MB would ever consider building here in Canada, did you?

 

[OldSolduer]

Because VW is ‘the people’s car’ and it will appeal nicely to those on the left. You didn’t think that Porsche or MB would ever consider building here in Canada, did you?

Doesn't VW also build high end models that are far from "peoples car"?

 

[GR66]

What makes anyone think that a Hyundai plant in Canada wouldn't have exactly the same issues as a Ford or GM plant? It would still be dependent on a highly integrated component/sub-component multi-border supply chain (Canada/US/Mexico) with American pressure to limit any elements coming from Canada going to the US.

I'd rather see them build a military vehicle production line like the KIA line I suggested previously with continuous moderate-rate production for the CAF.

 

[Maxman1]

Because VW is ‘the people’s car’ and it will appeal nicely to those on the left. You didn’t think that Porsche or MB would ever consider building here in Canada, did you?

Doesn't VW also build high end models that are far from "peoples car"?

VW owns Porsche. And Bentley. And Bugatti. And Lamborghini.

The VW Tuareg (not available in North America) is rebadged as the Audi A7/A8, Porsche Cayenne, Lamborghini Urus and Bentley Bentaygo (I'm almost surprised they haven't slapped a Bugatti badge on it yet).

 

[RangerRay]

Doesn't VW also build high end models that are far from "peoples car"?

They are pretty much all high end cars now…

 

[HavokFour]

They are pretty much all high end cars now…

And VW is closing a bunch of plants in Germany. I'm not sure they'll have the support to bring anything over without royally pissing off the locals.

For the record I am on team Korea, and it's looking more and more likely.

 

[Kirkhill]

And VW is closing a bunch of plants in Germany. I'm not sure they'll have the support to bring anything over without royally pissing off the locals.

For the record I am on team Korea, and it's looking more and more likely.

The locals don't need to worry. Jackboots for all.

 

[Furniture]

What makes anyone think that a Hyundai plant in Canada wouldn't have exactly the same issues as a Ford or GM plant? It would still be dependent on a highly integrated component/sub-component multi-border supply chain (Canada/US/Mexico) with American pressure to limit any elements coming from Canada going to the US.

I'd rather see them build a military vehicle production line like the KIA line I suggested previously with continuous moderate-rate production for the CAF.

It would depend on the supply chains for the plant. Assuming they would use GM's, or Ford's supply chains is a bit silly.

You know KIA is owned by Hyundai right? So a new Hyundai factory in Canada could make KIA military vehicles as well...

 

[Retired AF Guy]

It would depend on the supply chains for the plant. Assuming they would use GM's, or Ford's supply chains is a bit silly.

You know KIA is owned by Hyundai right? So a new Hyundai factory in Canada could make KIA military vehicles as well...

Didn't realize KIA made military spec vehicles until you mentioned it and decided to look it up. Nice lineup.

Kia Special Vehicle 공식 웹사이트

기아 특수차량 공식 웹 사이트

special.kia.com

 

[Colin Parkinson]

Didn't realize KIA made military spec vehicles until you mentioned it and decided to look it up. Nice lineup.

Kia Special Vehicle 공식 웹사이트

기아 특수차량 공식 웹 사이트

special.kia.com

KM450 is a licenced built version of the Jeep Truck, Vietnam era army truck. A modern version would be popular with the off road crowd here. KLTV series is a basically a copy of the Humvee. KM 250 is basically a M35.

 

[GR66]

It would depend on the supply chains for the plant. Assuming they would use GM's, or Ford's supply chains is a bit silly.

You know KIA is owned by Hyundai right? So a new Hyundai factory in Canada could make KIA military vehicles as well...

I didn't say they would be using GM's or Ford's supply chains. I said they would have the same issues as GM and Ford have with their supply chains. Neither of these companies (or Hyundai/Kia) directly produce the many, many sub-components that are used to assemble their vehicles. These companies are spread across Canada, the US and Mexico to a great extent but are literally global for many components.

Obviously Hyundai will have existing supply chains in place for their assembly of the Santa Fe, Tucson, Santa Cruz and Genesis EV GV70's that they assemble in Alabama, but those models only account for 60,000 of the Hyundai vehicles sold in Canada. How many and which models do we expect them to produce in Canada (including military vehicles as you suggest)? Are there existing supply chains in place for all those components? How many have to cross the US border? How many have to be imported from overseas?

Are we willing to have a Hyundai/Kia plant that produces relatively small quantities of a wide variety of models of vehicles and the inefficiencies that this represents? Are we OK with the price of an Elantra or Kona going up 20% for Canadians due to these inefficiencies? How will that affect demand for these vehicles? Does this actually solve anything if a significant percent of the components of these vehicles end up coming from US manufacturers?

 

[Czech_pivo]

I didn't say they would be using GM's or Ford's supply chains. I said they would have the same issues as GM and Ford have with their supply chains. Neither of these companies (or Hyundai/Kia) directly produce the many, many sub-components that are used to assemble their vehicles. These companies are spread across Canada, the US and Mexico to a great extent but are literally global for many components.

Obviously Hyundai will have existing supply chains in place for their assembly of the Santa Fe, Tucson, Santa Cruz and Genesis EV GV70's that they assemble in Alabama, but those models only account for 60,000 of the Hyundai vehicles sold in Canada. How many and which models do we expect them to produce in Canada (including military vehicles as you suggest)? Are there existing supply chains in place for all those components? How many have to cross the US border? How many have to be imported from overseas?

Are we willing to have a Hyundai/Kia plant that produces relatively small quantities of a wide variety of models of vehicles and the inefficiencies that this represents? Are we OK with the price of an Elantra or Kona going up 20% for Canadians due to these inefficiencies? How will that affect demand for these vehicles? Does this actually solve anything if a significant percent of the components of these vehicles end up coming from US manufacturers?

We need to think along the lines of us not having the same access to Ford/GM/Chrysler products that we’ve had since the AutoPact in 1965.

 

[Czech_pivo]

Does anyone think that Trumps words/actions towards Greenland may play a role in tipping our sub decision towards the German/Norwegian bid as it would create a possible 25-30+/- batch of the same subs under 2 arctic nations and Germany?

Related, have a read of this new article out of Korea.

Korea pitches government-wide cooperation to win Canada submarine deal​

Seoul proposes a government one-team approach to secure Canada submarine contract

Korea pitches government-wide cooperation to win Canada submarine deal

Korea pitches government-wide cooperation to win Canada submarine deal Seoul proposes a government one-team approach to secure Canada submarine contract

biz.chosun.com

Choi referenced Germany's strategy, saying, "Germany is preparing in a very structured way to match the answer sheet Canada wants," and assessed, "Germany is extending its submarine cooperation with Norway to Canada to present an Arctic alliance vision, and it has already made government-wide cooperation concrete in energy, critical minerals and naval combat systems."

Moon Geun-sik, a special professor at Hanyang University's Graduate School of Public Policy, explained that the Canada submarine project should be based on a national strategic partnership rather than a simple defense contract. The performance gap between Korean and German submarines is minimal,
Defense Acquisition Program Administration chief Lee Yong-chul also said, "The Canada submarine project is a national strategic project," adding, "It is time for the government, National Assembly and industry to respond as one team."

 

[Colin Parkinson]

I will be happy if Korea focuses on building up Canada's arms industry. For civilian auto industry, some sub component work is likley.