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BNEF: China dominates the Li-ion battery supply chain, but Europe is on the rise

Green Car Congress

China dominates BloombergNEF’s (BNEF) lithium-ion battery supply chain ranking in 2020, having quickly surpassed Japan and Korea that were leaders for the majority of the previous decade. China’s dominance of the industry is to be expected given its huge investments and the policies the country has implemented over the past decade.

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Cheap talk: Volkswagen to bed Renault in race to build sub-$30k EV | reports

EV Central

Encouraging both to work together is the influx of cheap Chinese EVs that have flooded European markets eroding established European brand’s market share in all segments. An entry EV will also help prepare for the next wave of bargain-priced EVs that are already on sale in China.

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

Teslarati

In a note released earlier this week, Morgan Stanley writes that the United States is an under-penetrated EV market, whereas China is a fully-penetrated EV market. In addition, the United States has an under-supply of affordable EVs and cheap batteries for electric vehicles.

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

Baua Electric

The North American Graphite Alliance (NAGA), which represents US and Canadian producers of battery-grade graphite, has submitted a request to US Trade Representative Katherine Tai to reinstate Section 301 tariffs on three graphite products from China. The country could use the new rules to reduce exports of graphite.

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Europe may slap retroactive tariffs on Chinese EVs

Baua Electric

After months of investigation, the European Commission says it has found evidence that China has been “unfairly” subsidizing the EVs it exports to Europe. Possible “remedies” on the table include retroactive tariffs on Chinese EVs. million fully battery-electric vehicles last year, coming close to Tesla’s 1.8 BYD alone sold 1.6

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Comment on Nio allows Chinese owners of cars purchased on its BaaS model to buy out battery by Kuba

CN EV Post

I live in China 10 years, in Shenyang and now Foshan:) Gas is super cheap in China around 7-8rmb per liter. @DORAMAS In reply to DORAMAS. I have Toyota and it never breaks down, it depreciated 30k rmb in 5 years. If you check second hand EV like hiphi depreciated 200k in 2 years, nio et5 is selling for 170k with just 20k km.

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BYD overtakes VW’s 15-year-run as top seller in China

Baua Electric

500,000th BYD Dolphin rolls off assembly line (Source: BYD) China’s behemoth BYD overtook Volkswagen as the best-selling car brand in China last year, the first time any carmaker outsold the German brand since at least 2008. That new data gives BYD a total market share in China of 11%, a rise of 3.2 BYD reported 2.4

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