The Rockefeller Strategy Reborn: BYD Is Trying To Control The Future Of EVs

Jun. 18, 2025 4:27 AM ETBYD Company Limited (BYDDY) StockBYDDY
PropNotes
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(12min)

Summary

  • BYD is employing a Rockefeller-style strategy: vertical integration, aggressive pricing, and sacrificing short-term profits for long-term market share.
  • Despite global trade barriers and tariffs, BYD's strong cost advantages and robust product lineup position it as a key electric vehicle player.
  • The company's willingness to undercut competitors and consolidate market share mirrors Standard Oil's historical dominance in the oil industry.
  • We believe BYD's aggressive tactics and financial strength could deliver considerable gains for shareholders in the coming years.

Hand of senior woman charging electric car

Maskot

In the late 19th century, the American industrial landscape was diverse and booming, but ultimately dominated by a singular important industry - oil.

One of the most important companies of the time was Standard Oil, helmed by John

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of BYDDY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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