Tag: CATL
The Quiet Way The Auto Industry Has Been Gliding Toward EV Revolution
Maarten Vinkhuyzen published a fascinating report today on dropping EV battery prices and how much more they are expected to drop in the next few years. “Plummeting battery prices will push BEVs below parity in 2 to 4 years in Europe. In China, sooner — it is happening now for … [continued]
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Plummeting Battery Prices Will Push BEVs Below Parity Soon
Plummeting battery prices will push BEVs below parity in 2 to 4 years in Europe. In China, sooner — it is happening now for some models. In the USA, I just don’t know. I know not enough about USA price setting for car retail to mumble even incoherent words, sorry. … [continued]
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Is The European Car Industry Digging Its Own Grave?
The forces that do not like electric vehicles (BEVs) are becoming bolder. The ACEA (European Automobile Manufacturers’ Association) started by asking to tax the Chinese competition extra to compensate for their government subsidies, a normal request to create a level playing field. In theory, there is nothing wrong with this … [continued]
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Ports as Power Plants: Inside the Maersk–CATL Alliance for Maritime Decarbonization
When the world’s biggest battery maker and one of the world’s largest container shipping lines announce a strategic partnership, it is not a coincidence of scale. It is a signal that two of the most energy-intensive parts of the global economy are finally starting to converge. On October 10, 2025, … [continued]
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GM’s EV Production Retreat Leads To A $1.6 Billion Financial Hit
As widely reported today, GM announced in a public filing that it is taking on $1.6 billion in charges associated with scaling back US EV manufacturing capacity. The capacity reduction was justified in the filing because “the termination of certain consumer tax incentives for EV purchases and the reduction in … [continued]
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