As we’ve been writing, BYD is focusing more and more on sales outside of China for its core EV business and a hopeful return to EV sales growth. The company’s vehicle exports have grown 65% this year so far, for example, and grew by 80% in May. BYD also now … [continued]
The new law should have a laser sharp focus on what needs to be onshored and localised. By Julia Poliscanova and Diane Strauss Another one bites the dust. Morrow Batteries is the latest in the sad saga of EU battery start-ups that have gone bankrupt. The company was burning through … [continued]
A new study examines the ‘industrial opportunity cost’ of proposals to weaken EU car CO2 targets. Spurred by the growing electric car market, much investment into EV production, batteries and components has been announced. But this is now at risk as the EU debates its car CO2 rules that will define … [continued]
T&E’s reaction to the proposed Industrial Accelerator Act. Local content rules are a positive step for Europe’s battery industry as corporate cars will be required to have local batteries. But extending EV purchase subsidies to all FTA countries and requiring non-strategic components to be local, undermines its effectiveness. From 2027, … [continued]
The Greenland crisis showed that if Europe shows spine, it can be strong. It must now apply that lesson to industrial policy, or suffer the consequences. By William Todts, Executive DirectorBrussels (EU), T&E “The strong do what they can, and the weak suffer what they must,” wrote the Greek historian … [continued]
CATL is the largest EV battery producer in the world. It continues to progress, with the latest news being a factory under construction in Spain and restarting of a lithium mine in China. CATL + Stellantis Battery Factory in Spain The US and Japan led on electric vehicles for a … [continued]
The world’s leading battery producer, CATL, has decided to flex some of its robot muscles this month. It has revealed the first humanoid robot battery production line…. That is, a battery production line “manned” by humanoid robots. First of all, yes, these humanoid robots have apparently replaced human workers. In … [continued]
Zoox, the robotaxi startup owned by Amazon, has expanded a bit recently, and it is ready to scale up enough that it has secured an EV battery supplier for more EV production. Starting in early 2026, Zoox will be receiving batteries from Panasonic Energy. It will be using 2170 cylindrical … [continued]
In a letter, T&E joins companies and organisations working across the European battery value chain to call for an urgent agreement on EU battery carbon footprint rules in support of Europe’s battery industry. Ahead of the upcoming EU Battery Booster, actors from across the battery value chain and T&E are … [continued]
Samsung SDI is facing challenges to its US battery factory plans as a result of the trade and tariff chaos in Washington.
