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Tesla & CATL deemed the Power Couple to Recharge the US EV Market: Morgan Stanley

Teslarati

In addition, the United States has an under-supply of affordable EVs and cheap batteries for electric vehicles. The current political climate between the United States and China discourages Chinese battery suppliers like CATL from distributing their oversupply of batteries to the US.

Recharge 142
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BYD Europe aims to beat Tesla & big EU automakers

Teslarati

The Chinese automaker plans to use an aggressive marketing strategy to accomplish its goal. BYD has no plans to enter the US Market amid “complications’ [Feature] BYD Europe’s goals come at a time when the EU is wary of cheap Chinese electric vehicles (EVs). It also plans to partner with European dealerships.

BYD 97
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GlobalData: Russian nickel sanctions would slow electric vehicle adoption

Green Car Congress

As nickel is used in the production of EV batteries, any sanctions placed on Russian nickel will cause EV manufacturing prices to increase further, threatening adoption and decarbonization. The evolving situation in Russia and Ukraine has already caused unprecedented increases in the price of nickel.

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Europe may slap retroactive tariffs on Chinese EVs

Baua Electric

Possible “remedies” on the table include retroactive tariffs on Chinese EVs. Back in October 2023, Europe launched its formal investigation into the Chinese EV industry, as European companies are struggling to compete with the cheap, high-tech Chinese imports, made by low-cost labor, entering the European Union.

Chinese 52
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MAN propane-fueled ME-LGIP to power Chinese VLGC

Green Car Congress

Jiangnan Shipyard, owned by China State Shipbuilding Corp (CSSC), has ordered an LPG (liquefied propane gas)-burning MAN B&W 6G60ME-LGIP engine in connection with the building of an 86,000-m 3 VLGC (Very Large Gas Carrier) for Tianjin Southwest Maritime (TSM), the Chinese shipping company.

Chinese 317
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Trade group asks administration to reinstate tariffs on Chinese graphite, critical material for EV batteries

Baua Electric

The concerns go beyond mere supply shortages. According to NAGA, China’s graphite supply surpasses global demand, allowing it to flood markets with cheap graphite and manipulate prices. NAGA believes intervention from the federal government is necessary to protect North America’s nascent graphite industry.

Chinese 52
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Saudis Expand Price War Downstream

Green Car Congress

With Saudi Arabia's refined fuel contributing to the global supply glut, what will be its impact on the refining markets especially those in Asia? The gross refining margin is nothing but the difference between the value of the refined products and price of the crude oil. So, who will reap the benefits of the low prices?