Geely's U.S. Play: Three Years to Figure Out What Nobody Wants Yet
Geely Holdings says it could announce U.S. market entry by 2029—which tells you everything about how long it takes to clear regulatory hell and nothing about whether Americans will actually care. The Chinese automaker has proven it can build competent platforms (see: Volvo ownership, Polestar's EV-first pivot), but the U.S. market doesn't reward competence alone when tariffs, dealer networks, and brand recognition are stacked against you.
Geely's 2029 timeline sounds less like ambition and more like realistic math on how long it takes to navigate NHTSA compliance and find someone willing to finance a dealer network for a brand nobody recognizes.