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

Teslarati

Morgan Stanley analyst Adam Jonas deemed Tesla and CATL the power couple that could recharge the United States electric vehicle (EV) market. 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.

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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. ” The post Cheap talk: Volkswagen to bed Renault in race to build sub-$30k EV | reports appeared first on EV Central.

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Comment on BYD catches up with Tesla in global BEV market share in Q3 by Midori Mayari

CN EV Post

And let's not forget that BYD's "invasion" of the foreign markets is just beginning. More so when Tesla uses BYD batteries outside the US. It's a meaningless measurement for most car companies, including Tesla.

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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. As regular Charged readers know, China completely controls the global graphite market.

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EVs reach 90% market share in Norway as the overall auto market falters – Charged EVs

Baua Electric

of the market, up from 90.1% Battery EVs took a 90% share, as recent tax changes make PHEVs less appealing. of the entire auto market. The trade group OFV (Norwegian Road Federation) ascribes the ailing auto market to weakness in the broader economy—interest rates are up, and so are prices for food and electricity.

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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. While both countries are leaders in battery and components manufacturing, they do not have the same influence in raw materials refining and mining as China.

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China issues draft guidelines to rein in lithium battery industry – ET Auto

Baua Electric

China is the world’s largest lithium battery market, accounting for some 57% of global demand in 2022, according to the Economist Intelligence Unit. Lithium-ion batteries are a form of rechargeable energy storage used in everything from electric cars to scooters, laptops and motorised wheelchairs.