Podcasts about catl

From new cancer drugs to batteries and robotics – China's top-tier growth companies are forging paths of their own rather than following in the west's footsteps. Investment manager Sophie Earnshaw names companies that have caught her eye and explains why being a long-term stock picker differs in China from elsewhere. Background:Sophie Earnshaw is a decision-maker on our China Equities Strategy and joint manager of the Baillie Gifford China Growth Trust. In this conversation, she tells Short Briefings… host Leo Kelion about a select group of Chinese companies breaking new ground, supported by the state's efforts to become self-sufficient in more of today's critical technologies and a leader in some of those of the future. Earnshaw also details how the “phenomenal rate” at which companies are born, scale and die in the country makes stock-picking a challenging task – making the access we have to company leaders, academics and other local expertise core to our mission of finding the best firms to invest in on behalf of our clients. Portfolio companies discussed include:- CATL – the battery maker whose products power electric vehicles worldwide and increasingly support the renewable energy sector- BeOne and Innovent Biologics – pharmaceutical firms developing the next generation of cancer drugs - AMEC and NAURA – semiconductor equipment makers enabling China to develop increased self-reliance in computer chips - Alibaba, ByteDance and Tencent – China's ‘big tech' companies, whose artificial intelligence tools are becoming embedded into people's daily lives- MiniMax – the AI startup rolling out video and agentic tools at a fraction of the cost of western counterparts- Horizon Robotics – the automated driving tech provider with its eye on an even bigger opportunity. Resources:Baillie Gifford podcastsChina: a tale of two storiesChina investment strategy hub (institutional clients only)House of HuaweiPrivate investor forum 2025: investing in great growth companiesTrip notes: on the road with Baillie Gifford China Growth Trust  Companies mentioned include:AlibabaAMECASMLBeOneByteDanceCATLHorizon RoboticsInnovent BiologicsJiangsu HengruiHuaweiMiniMaxSamsungNAURATencentTSMCXiaohongshu Timecodes:00:00  Introduction01:55   Joining the China Equities Strategy02:40  Intense competition04:00  The government's influence06:10   CATL, the electrification champion08:45  Investing with a 5-year time horizon10:25   Shanghai office, local expertise11:45   Regulations and geopolitics14:30   China's next Five-year Plan16:15   Innovent Biologics' new cancer drugs18:10   Lower-cost clinical trials19:45   Being selective in semiconductors21:25   Investing in chip equipment makers23:00  China's ‘big tech and AI'25:10   MiniMax making AI like ‘tap water'27:45  The road to robotics29:35  A market you can't ignore30:30  Book choice Glossary of terms (in order of mention): Third plenum: a major policy meeting of China's ruling Communist Party, often used to set big economic/political direction.Sovereign bond issuance: The government raising money by selling bonds (IOUs) to investors.Opportunity set: the range of investable companies available to choose from.Capex: capital expenditure – money spent on long-term assets like factories, equipment, or data centres.Fiscal deficit target: how much more the government plans to spend than it collects in revenue (taxes plus other income), expressed as a share of the economy.GDP: gross domestic product – the total value of goods and services a country produces in a year.Market capitalisation: the total value of a company's shares (share price × number of shares).ESG: environmental, social and governance – how a company manages environmental impact, people issues, and corporate oversight.Large-form batteries: big battery packs used in things like electric vehicles and grid storage.Energy storage systems: large batteries that store electricity for later use (helping balance the grid).Generic drugs: copies of medicines whose patents have expired; usually cheaper, same active ingredient.Bi-specific (bispecific) drugs: drugs designed to bind to two targets at once (often to direct immune cells to cancer).ADC drugs: antibody–drug conjugates – antibodies that deliver a toxic payload to cancer cells.Out-licensing: selling rights to your drug/technology to another company (often for upfront + milestone payments).EUV machines: extreme ultraviolet lithography equipment used to make the most advanced chips.Foundry: a factory business that manufactures chips for other companies.Etch and deposition: steps in chipmaking – etch removes material to form patterns, deposition adds thin layers.Picks and shovels: a metaphor for companies that sell essential tools to an industry (rather than end products).Digitalisation: moving processes and services from offline to software and data-driven systems.Compute: the processing power (chips and servers) used to train/run AI.Large language model (LLM): an AI trained on lots of text to generate and understand language.Margins: how much profit a company makes per pound/dollar of revenue (after costs).Cloud business: selling computing power/storage/software over the internet instead of on a local machine.Algorithm layer: the method or software logic that makes the AI work (as distinct from the hardware).Gross margin: revenue minus direct costs (before overheads), a rough measure of product profitability.Assisted driving: features that help a driver (lane-keeping, adaptive cruise control, etc) but don't fully replace them.Autonomous driving: a car driving itself with minimal or no human input.Software attachment rate: the percentage of customers who add paid software features and/or subscriptions.

Ein chinesischer Batteriezellenhersteller will die Massenfertigung von Natrium-Ionen-Batteriezellen aufnehmen. Diese seien zwar größer als Lithium-Batterien, sagt Martin Winter, Experte für Batterietechnologie, eine Alternative sei aber "nur zu begrüßen". Von WDR 5.

- UAW Makes History w/ 1st Contract at Southern Foreign-Owned Plant - GM Preparing for An Economic Downturn - JLR Crippled by Cyber Attack - Volvo Down as EX90 and ES90 Write-Offs Trigger Big Loss - NIO Expects to Post Its 1st Profit Ever - Mercedes, Nissan and VW Forecast Big U.S. Sales Gains - Once Taboo Salvage Titles Now Fair Game - BYD Pushes to Be #1 in Brazil - Changan 1st to Get CATL's Sodium Battery

- UAW Makes History w/ 1st Contract at Southern Foreign-Owned Plant - GM Preparing for An Economic Downturn - JLR Crippled by Cyber Attack - Volvo Down as EX90 and ES90 Write-Offs Trigger Big Loss - NIO Expects to Post Its 1st Profit Ever - Mercedes, Nissan and VW Forecast Big U.S. Sales Gains - Once Taboo Salvage Titles Now Fair Game - BYD Pushes to Be #1 in Brazil - Changan 1st to Get CATL's Sodium Battery

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart BYD EYES 1,500 KW MEGAWATT CHARGING LEAP https://bit.ly/4rsizNp CATL AND CHANGAN BET BIG ON SODIUM BATTERIES https://bit.ly/3ZcrTsT ZEEKR DANGLES SEVEN-YEAR ZERO-INTEREST EV CREDIT https://bit.ly/46udR9L XPENG'S P7+ AIMS MID-MARKET, THINKS GLOBAL https://bit.ly/4agqNBq XIAOMI SU7 RACKS UP 265,000KM WITH MINOR BATTERY LOSS https://bit.ly/45MI3wD XIAOMI PRIMES NEXT SU7 AS YU7 RUNS DOWN https://bit.ly/3MmsWn1 SAIC STARTS 2026 WITH FASTER GROWTH AND CLEANER MIX https://bit.ly/4rpiOsv NIO RIDES ES8 HOT STREAK INTO 2026 RISK https://bit.ly/45Ll6Kp AVATR BETS ON ELECTRIC ESTATE WITH HUAWEI LIDAR https://bit.ly/4rzRUhT

Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart CHINA EV STARTS YEAR WITH SLUMP AND SURGE https://bit.ly/4qTvNml BYD STARTS YEAR WITH SHARP HOME-MARKET SLUMP https://bit.ly/3ZLjNaC BYD HUNGARY PLANT TO DODGE EU TARIFFS https://bit.ly/4kcdI0m CATL CLAIMS 1.8M KM ULTRA-FAST EV CELL https://bit.ly/4bElbTX CHINA HARD-WIRES NEXT WAVE OF EV CHARGING https://bit.ly/4qTvZ53 CHINA'S PETROL CARS ARE IN STRUCTURAL RETREAT https://bit.ly/3MenRwW FORD AND XIAOMI EXPLORE US EV JOINT VENTURE https://bit.ly/3Mi0H94 FORD AND XIAOMI REJECT TALK OF US EV TIE-UP https://bit.ly/49V36Q3 NIO JOINS CHINA'S CUT-PRICE CREDIT PUSH https://bit.ly/3NWoonS XIAOMI'S SU7 ULTRA GOES FROM SURGE TO STALL https://bit.ly/3OiQ5Hw

In today's episode, we take a deep dive into the latest stats on China's surging investments in the Belt-and-Road Initiative countries. Energy investment is up, but we learn that this was both the 'greenest and dirtiest' year for BRI investments ever. Even as China's oil demand stagnates, China's SOEs and construction companies are doing brisk business investing in oil and gas, even as CATL and Jinko Solar find deals and opportunities in Latin America and Africa. Our guest, Christoph Nedopil-Wang, is the director of the Griffith Asia Institute and Professor of Economics. Christoph engages in research related to sustainable finance and business in Asia and the Pacific, and he is particularly interested in the role of China in Asia's sustainable development with extensive engagement in green finance, green energy transition, green metals, climate smart state-owned enterprises (SOEs) and China's Belt and Road Initiative (BRI).  He has numerous publications related to the topic of China's overseas finance and green finance in general, and in particular he is the lead author of the China Belt and Road Initiative (BRI) Investment Report 2025, published by the Griffith Asia Institute in early January 2026, in collaboration with the Green Finance & Development Center (GFDC) of the Fanhai International School of Finance (FISF), in Fudan, China. [Editorial note: a young family member can occasionally be heard in the background.] Questions we address are: Is surging investment a surprise? And why is this happening just as China's domestic economy slows? Why is oil and gas investment surging when domestic demand is so soft? Is Chinese investment in minerals and minerals processing mainly a "scramble for resources" or is it a development opportunity for the recipient countries? Is Africa's growth of 300% a signficant trend change that could continue?  Deal size is up. What ever happened to "small is beautiful"? Expectations for 2026   Further reading: China Belt and Road Initiative (BRI) Investment Report 2025 https://blogs.griffith.edu.au/asiainsights/china-belt-and-road-initiative-bri-investment-report-2025-2/  

- Lithium Pricing Crisis Pushes CATL To Accelerate Sodium-Ion Car Batteries - The Scout Standoff: Why Audi Is Stuck in Import Limbo - Luxury Leaderboard: BMW Keeps the Crown, Cadillac Climbs the Ranks - Detroit Three Meet with CARB as California Launches $200M EV Incentive Program - Canada and South Korea Sign Auto Manufacturing Deal; Could Hyundai Take Over GM's CAMI Plant? - Stellantis Denies UAW Claims Of 7-Month Delay for Belvidere Jeep Plant - New Mercedes S-Class Debuts with 60-Mile PHEV Range and Advanced L4 Hardware - Mercedes Partners with Nvidia and Uber For L4 S-Class Robotaxi Service

- Lithium Pricing Crisis Pushes CATL To Accelerate Sodium-Ion Car Batteries - The Scout Standoff: Why Audi Is Stuck in Import Limbo - Luxury Leaderboard: BMW Keeps the Crown, Cadillac Climbs the Ranks - Detroit Three Meet with CARB as California Launches $200M EV Incentive Program - Canada and South Korea Sign Auto Manufacturing Deal; Could Hyundai Take Over GM's CAMI Plant? - Stellantis Denies UAW Claims Of 7-Month Delay for Belvidere Jeep Plant - New Mercedes S-Class Debuts with 60-Mile PHEV Range and Advanced L4 Hardware - Mercedes Partners with Nvidia and Uber For L4 S-Class Robotaxi Service

In this episode of Mining Stock Education, John Passalacqua, CEO of First Phosphate, provides an update on the phosphate market and discusses the significance of CATL's tender for 500,000 annual tons of LFP cathode active material. John also talks about the company's focus on high-purity igneous phosphate for LFP batteries, their recent financial movements, and strategic goals. The episode also covers First Phosphate's unique position in the market, the challenges in sourcing high-purity phosphate, and their relationships with investors and partners. John offers insights on the company's CSE listing, future project developments, and the potential for uplisting to a major U.S. exchange. 00:00 Introduction and Major Industry News 00:44 Company Overview and Unique Selling Points 01:45 Understanding LFP Batteries and Phosphate 04:00 Company's Strategic Focus and Partnerships 05:47 Financial Updates and Future Plans 07:20 Stock Exchange Listing and Trading Insights 11:41 International Interests and Industry Headlines 14:35 Conclusion and Final Thoughts First Phosphate Introductory Interview: https://www.youtube.com/watch?v=eD7t1Q7OZfU Press release discussed: https://firstphosphate.com/phosphate-offtake-prepayment-begin-lamarche/ CATL's LRP material order discussed: https://batteriesnews.com/catl-signs-172-billion-lithium-order-as-worlds-largest-ev-battery-maker-secures-key-material-supply/ https://firstphosphate.com/ CSE: PHOS – FSE: KD0 – OTCQX: FRSPF Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor First Phosphate pays Mining Stock Education a United States dollar ten thousand per month coverage fee. Bill Powers owns PHOS.cn shares at the time of this publication and seeks to sell them for profit at an unannounced future time. First Phosphate's forward-looking statement found in the company's presentation applies to the content of this interview. MSE offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla's latest Robotaxi grift, Volvo EX60 being a beast, Aptera in danger, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla didn't remove the Robotaxi ‘safety monitor' – it just moved them to a trailing car Tesla cuts standard Autopilot, paywalls basic safety feature behind FSD subscription Volvo reveals EX60 SUV, its fastest charging EV yet – and an offroad surprise Final form: Porsche's EVs will now Plug and (plug and) Charge at Tesla Superchargers Hyundai shows off the ultimate EV camper with solar power, a kitchen, and few other goodies EV battery leader CATL set to launch first sodium-ion batteries in passenger vehicles The Volkswagen ID.4 gets a sharp redesign and a new name you'll recognize Solar car maker Aptera (SEV) prices $9 million public offering at $2 per share; stock plunges Introducing Electrek Forums: A new hub for the EV and green energy community Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET: https://www.youtube.com/live/61HaA9hkMGA

Why can't Mercedes, BMW, and Audi just walk away from China like Ford and Hyundai did? Because they're TRAPPED—and understanding why reveals everything about the power shift happening in automotive. This is CRITICAL context for NIO investors.Yesterday we covered the German luxury collapse. Today we answer the question everyone's asking: If China is beating them up this badly, why don't BBA just leave?The answer is shocking. And if you're bullish on Chinese EVs, this is the most important video you'll watch this week.

La COP 30 l'a rappelé avec une certaine brutalité : la bonne volonté ne suffira pas à tenir les Accords de Paris. Pour sortir réellement des énergies fossiles, il faudra des solutions technologiques solides, déployables à grande échelle. Bonne nouvelle : sur ce terrain, la recherche avance vite, parfois très vite.Prenons le solaire. Les panneaux photovoltaïques classiques, majoritairement en silicium, butent sur une limite physique : ils ne captent pas l'ensemble du spectre lumineux du Soleil. Résultat, leur rendement plafonne autour de 25 %. Pour dépasser ce seuil, les chercheurs misent désormais sur des cellules hybrides, dites « tandem », associant silicium et pérovskite. La pérovskite absorbe très efficacement la lumière bleue, tandis que le silicium se charge des longueurs d'onde plus élevées. Chacun fait ce qu'il sait faire de mieux. Selon une étude publiée dans la revue Nature, ces cellules atteignent déjà près de 34 % de rendement en laboratoire. Les premières versions commerciales sont attendues dès cette année, ouvrant la voie à un solaire plus performant, mais aussi plus léger et potentiellement portable.Reste une question centrale : que faire de l'électricité quand le soleil ne brille pas ? Le stockage demeure le talon d'Achille des renouvelables. Les batteries lithium-ion dominent le marché, mais elles sont peu adaptées au stockage de longue durée. De nouvelles pistes émergent. Les batteries fer-air, développées notamment par la société américaine Form Energy, promettent jusqu'à 100 heures de stockage continu. Leur production a démarré en 2025 et doit monter en puissance cette année. Autre alternative sérieuse : le sodium-ion. Moins cher, plus abondant et plus sûr que le lithium, ce type de batterie entre en production de masse chez le géant chinois CATL dès cette année.Enfin, il y a le Graal énergétique : la fusion nucléaire. Les progrès sont réels, mais un verrou majeur subsiste : le tritium. Aujourd'hui, seuls quelques dizaines de kilos sont disponibles dans le monde, alors qu'un réacteur de fusion d'un gigawatt en consommerait jusqu'à 60 kilos par an. Pour résoudre cette équation, les laboratoires nucléaires canadiens et l'entreprise Kyoto Fusioneering lancent le projet Unity-2 en 2026. Objectif : créer une boucle fermée de production et de recyclage du tritium. Une étape indispensable pour espérer, un jour, faire de la fusion une source d'énergie propre, continue et réellement exploitable. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Das chinesische Unternehmen CATL dominiert den Weltmarkt für Elektroauto-Batterien. Doch was hat das Unternehmen so erfolgreich gemacht? Marcus und Bo nehmen die chinesische Erfolgsstrategie unter die Lupe und landen dabei in Thüringen.**********In dieser Folge:00:04:08 - Ausflug nach Arnstadt - Wie sieht es aus bei CATL vor Ort?00:08:50 - Ein bisschen Unternehmensgeschichte - Was gibts über CATL zu wissen?00:18:00 - Die Autoindustrie und die Batteriefrage - Wie könnte Deutschland wettbewerbsfähig werden?00:24:10 - Fazit / Wahres für Bares**********An dieser Folge waren beteiligt: Hosts und Autoren: Marcus Wolf und Bo Hyun Kim Faktencheck: Jule Dieterle, Lino Krukenberg Produktion: Alex Hardt Redaktion: Anne Göbel Experte: Achim Kampker, Professor für Elektromobilproduktion RWTH Aachen**********Die Quellen zur Folge:Bloomberg (2023): How China Left the World Far Behind in the Battery RaceManager Magazin (2024): Das Batteriezellen-Desaster von Europas AutoindustrieInterview mit Robin Zeng (2024)Geladen Podcast (2025): Batterie-Gigafactory: Warum ist das so schwierig?BBC (2025): How China won the world's EV battery race, BBC**********Weitere Beiträge zum Thema:Auf Spurensuche: Wie sicher ist das deutsche Gold in den USA?Schlaf und Wirtschaft: Wie Schlafen zum Milliardengeschäft wurdeDas Geschäft mit der Astrologie: Wie viel Geld liegt in den Sternen?**********Habt ihr auch manchmal einen WTF-Moment, wenn es um Wirtschaft und Finanzen geht? Wir freuen uns über eure Themenvorschläge und Feedback an whatthewirtschaft@deutschlandfunknova.de.**********Den Artikel zum Stück findet ihr hier.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .

On today's Turn Down For Watt Podcast, we dive into the controversy surrounding the Donut Labs battery and ask the big question everyone is debating: Is it truly solid-state, or is it overhyped marketing bordering on a scam? We break down what solid-state really means, how it compares to current lithium-ion tech from CATL, BYD, and Tesla, and why battery terminology matters more than ever.We also unpack Ford's announcement that autonomy will arrive with its affordable universal EV platform in 2027, while examining the very real struggles Ford and the broader industry have faced with EV profitability. GM isn't alone in this pain, reporting a $1.7 billion EV loss last quarter and announcing another $6 billion write-off, while Jeep quietly canceled two plug-in models.At CES, one of the most under-the-radar stories came from Geely, the parent company of Zeekr, Volvo, Polestar, and Lynk & Co. With models like the Zeekr Z, 001, and 7X, plus their “Golden Brick” ultra-fast charging battery, we explore what it would mean if Zeekr begins U.S. production in South Carolina within 24–36 months—and how far behind U.S. automakers may be if current pullbacks continue.

In this episode of Watts In The News, I break down why the latest Donut Labs and Ford announcements from CES may be widely misunderstood. With claims around solid state energy storage, autonomous driving, and comparisons to FSD, Tesla, and NVIDIA, the internet has been quick to label these developments as hype or even scams. YouTubers like Electric Viking have raised serious doubts, while others compare Donut Labs to battery giants like CATL, BYD, and LG — but are those comparisons even valid?I explain why Donut Labs' technology may not be a traditional solid-state battery at all, but something closer to a carbon-based nano energy storage system — neither a classic SSB nor a supercapacitor. We also unpack Ford's CES announcement on Level 2 and Level 3 autonomous driving, why it's being incorrectly compared to Tesla's FSD and robotaxi ambitions, and what Ford actually intends for its affordable next-gen EV platform launching around 2027.This episode cuts through the noise, explains the technology in plain English, and separates real innovation from unrealistic expectations.

- U.S. House to Discuss Speeding Up Robotaxi Rollout - Auto Industry Expands Open-Source Software Collab - CATL Batteries Degrade Slower Than Competitors - Xiaomi Updates SU7 Sedan - Tesla's 2025 Sales Plummet in Europe - Volvo Sales Down 7% Globally In 2025 - SUV Sales Surge in Europe - Stellantis' Production in Italy Down 20% In 2025 - New ZF Tech Switches Vehicle Modes in Real-Time

- U.S. House to Discuss Speeding Up Robotaxi Rollout - Auto Industry Expands Open-Source Software Collab - CATL Batteries Degrade Slower Than Competitors - Xiaomi Updates SU7 Sedan - Tesla's 2025 Sales Plummet in Europe - Volvo Sales Down 7% Globally In 2025 - SUV Sales Surge in Europe - Stellantis' Production in Italy Down 20% In 2025 - New ZF Tech Switches Vehicle Modes in Real-Time

Saturday night and I felt the itch to record! Welcome to episode 2 of 2026 on Courtside Financial.Today we're diving deep into the battery swapping industry entering what's being called its "golden age" – this is massive infrastructure buildout happening in real-time with NIO, CATL, and others positioning for the future of EV energy replenishment.THE BATTERY SWAPPING GOLDEN AGE:The Chinese pure electric vehicle market is expected to grow 30-40% year-over-year in 2025, with sales projected to hit 19 million units by 2030. Battery swapping is no longer experimental – it's going mainstream.CATL is running two parallel strategies: "Chocolate Battery Swapping" for passenger cars and "Qiji Battery Swapping" for heavy trucks. In 2025, they partnered with NIO to build the world's largest battery swap network, signed deals with GAC, FAW, Changan, BAIC, and Chery to launch 10 new models, and partnered with JD.com to drop a battery-swapping EV at just 49,900 yuan (under $7,000 USD). Their 2026 target: over 2,500 Chocolate stations in 120 cities. By 2030, their heavy truck network will cover 180,000 kilometers.NIO completed battery swap coverage in over 2,300 county-level administrative regions by year-end 2025. As of December 30th, they operated 3,665 battery swap stations – the world's largest high-speed network. Fourth-generation stations rolled out rapidly, and fifth-generation stations launch at scale in Q1 2026. They're transforming from "exclusive to NIO" to "universal across the industry."Aulton New Energy filed to go public in Hong Kong in December 2025, aiming to become the first battery-swapping company listed there. They're the largest independent third-party provider with 521 connected stations and over 160,000 batteries under management.According to Frost & Sullivan, battery-swapping vehicle sales will grow from 269,000 units in 2024 to 1.14 million by 2030 (27.1% CAGR). Swap stations will jump from 4,400 to 24,000 (32.5% CAGR).But challenges remain: standard fragmentation across manufacturers, massive construction and operating costs, and the path to profitability still unclear. Aulton's still losing money. NIO's invested $2.5 billion USD in infrastructure with another $700 million planned over the next decade.Heavy-duty trucks are the breakthrough application – fixed routes, large batteries, continuous operation needs. CATL's dominating this space with aggressive deployment in Shanxi and Shaanxi provinces.THE AIRLINE CLASS WARS:The airline industry is experiencing K-shaped divergence. Delta and United captured nearly ALL U.S. airline profits through the first nine months of 2025. Premium cabins are thriving while budget travel craters.Airlines are expanding lounges, adding first-class seats, launching new international routes. Even Southwest – the egalitarian carrier – ended 50 years of policy by charging for checked bags and introducing assigned seating January 27th.Meanwhile, Spirit Airlines is in its SECOND bankruptcy in less than a year, fighting for survival after a blocked JetBlue acquisition and surging costs.This is a microcosm of the broader economy: wealthier consumers increasing spending share, any economic weakening hitting price-sensitive consumers hardest.THE STRUGGLE STORIES:Virgin Galactic: Down 98% since its 2020 SPAC debut, now at $3.29. They're resuming commercial flights Q4 2026 with their new Delta-class spaceplane after a two-year hiatus. Tickets: $600,000. About 700 people on the waiting list. The technology is cool, but the business model remains unproven.Saks Fifth Avenue: Named a new CEO Friday as they prepare for bankruptcy. They missed a $100+ million debt payment tied to their $2.65 billion Neiman Marcus acquisition. Now sitting on $4.7 billion in debt as luxury discretionary spending weakens.Sprinkles Cupcakes: Closed ALL locations nationwide on New Year's Eve after 20 years. The cupcake craze that peaked in the early 2010s is over.

Tu and Lei close out 2025 with a sweeping, on-the-ground review of the most consequential year yet for China's EV, AV, and mobility ecosystem — and why its ripple effects are now impossible for the rest of the world to ignore.  From CES to Shanghai, Munich, and New York, the hosts reflect on firsthand experiences that defined the year: China's EV export surge, the maturation of robotaxis, the cooling of the domestic price war, and the emergence of clear winners — and vulnerabilities — among Chinese and global automakers.They break down why BYD became a true global volume force, how XPeng, Geely, and Zeekr gained momentum, why NIO's long game is finally paying off, and what the rise of autonomous mobility outside China (Waymo, Baidu, WeRide, Pony.ai) means heading into 2026.The episode also revisits major inflection points: • Chinese EV exports flooding Europe, Latin America, Russia, and the UK • The beginning of an exported price war • Robotaxis moving from pilots to real commercial expansion • Why average vehicle prices topping $50,000 in the U.S. is unsustainable • How geopolitics, tariffs, and supply chains reshaped strategy • Why 2026 could be the year autonomy truly breaks throughCandid, data-driven, and reflective — this episode connects the dots on how 2025 reshaped the global auto industry and sets the stage for what comes next.⸻

① China has condemned the US action to add all foreign-made drones and key components to a list of untrusted suppliers. Can protectionism help the US boost its own drone technologies' competitiveness? (00:56) ② Japan is preparing to restart a major nuclear power plant that has been closed since the 2011 Fukushima nuclear disaster. We take a look at the safety concerns raised by this move. (13:56) ③ Israel's defense minister is engulfed in controversy after saying Israel will never fully withdraw from Gaza. What could be the consequences of a scenario like that? (24:34) ④ European countries are voicing strong support for Denmark and Greenland in the wake of renewed threat from Donald Trump to take over the autonomous territory. Why is Europe firmly rejecting any suggestion of selling the island? (33:04) ⑤ Humanoid robots have begun working at scale on CATL's factory floors. We explore how China's EV battery giants are taking automation to the next level. (42:21)

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über die Oracle-Panik – reloaded, Medlines Mega-Börsendebüt und Rheinmetalls neue Fokussierung. Außerdem geht es um iShares Core MSCI World ETF (WKN: A0RPWH), Oracle, Broadcom, Alphabet, Nvidia, Amazon, Micron, SK Hynix, Samsung, Bitcoin, Ethereum, Rivian, Uber Technologies, Lineage, Arm Holdings, CATL, Continental, Aumovio, Helsing, LVMH, Stellantis, Ferrari, Juventus Turin und Philips. Gestern haben wir vom iShares MSCI World Climate Transition Aware ETF mit der WKN: A406QC gesprochen. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

① Hainan Free Trade Port begins special customs operations. What does this signal for China's further opening-up? (00:48) ② Russia vows peaceful solutions while asserting military initiative in Ukraine—what does this mean for the prospects of peace talks? (24:40) ③ The unemployment rate in the U.S. rose in November to a four-year high—what does this reveal about the economic struggles behind everyday Americans' livelihoods? (36:27) ④ CATL discusses Chinese battery innovation—how will it reshape the future of energy and mobility? (45:08)

In December 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) review the key developments shaping the battery materials and energy storage sectors as the industry heads into 2026, including: Why lithium demand forecasts may be overstated, including assumptions around lithium intensity per kWh and EV battery pack sizes EV battery size trends, affordability, and the divergence between Europe and China, including the role of SUVs, crossovers and EREVs What does NIO's decision to stop selling its semi-solid battery mean for the market? Battery pricing trends, BNEF pack cost benchmarks, and whether 2025 marks the trough for cell and pack costs Capacity utilisation, pricing pressure and why older gigafactories risk becoming uncompetitive BESS market dynamics, including strong cell shipments, slower installations, inventory build-ups and project delays

En el Radar Empresarial de hoy ponemos el foco en el cambio profundo que ha decidido aplicar Ford a su hoja de ruta. El fabricante estadounidense ha optado por dar marcha atrás en su apuesta por los vehículos totalmente eléctricos, una rectificación que supondrá un impacto contable cercano a los 19.500 millones de dólares. Según explica la propia compañía, la decisión responde a una demanda menor de la prevista y a unos costes de producción demasiado elevados para sostener el plan inicial. Este giro estratégico implica priorizar el uso de su capacidad industrial en Estados Unidos para reforzar la producción de camiones y furgonetas, incluso si eso obliga a dejar atrás modelos bien recibidos por el mercado. Entre ellos destaca la F-150 Lightning, una pickup eléctrica que había sido concebida como emblema de la transición sostenible y de la que ya se han vendido cerca de 25.000 unidades en territorio estadounidense. Además, Ford renuncia a introducir una camioneta eléctrica en Europa, un entorno cada vez más dominado por fabricantes chinos y marcado por la incertidumbre regulatoria, con Bruselas revisando la prohibición de los motores de combustión prevista para 2035. En paralelo, la empresa reorienta su negocio hacia vehículos de gasolina e híbridos, dejando en segundo plano una división eléctrica que ingresó 2.400 millones de dólares en el segundo trimestre del año. Al mismo tiempo, la multinacional aprovechará sus plantas de eléctricos para otros proyectos y explorará el negocio del almacenamiento de energía en baterías, un segmento en rápida expansión. Aunque es un terreno nuevo para Ford, el potencial es elevado: el almacenamiento a gran escala creció un 50% en los primeros diez meses del año y ya genera unos 50.000 millones de dólares, con actores como CATL y Tesla liderando, en un contexto político estadounidense cada vez menos favorable tras la eliminación de regulaciones ambientales y de incentivos federales que afectan a todo el sector.

① Ahead of the International Day of Solidarity with the Palestinian People, President Xi Jinping says China firmly supports the Palestinian people. How can the international society better deliver fairness and justice to the Palestinian people? (00:55) ② China has vowed to unite compatriots on both sides of the Taiwan Strait to oppose Taiwan independence activities. What is the danger when Taiwan independence forces are emboldened by Japan's recent rhetoric and actions? (12:56) ③ China's CATL has begun building the largest battery factory in Spain. Will this project achieve a multiple-win result for different parties involved? (24:45) ④ China's ice and snow economy is likely to surpass 1 trillion yuan (about $140 billion) in 2025. What is driving the sector's growth boom? (33:43) ⑤ Argentina has unveiled a new migration office that features a police structure similar to the United States' Border Patrol. Why is President Javier Milei moving to tighten rules on immigration? (44:14)

In Episode 227, Tu and Lei break down a massive week in the global EV industry — one where China's innovation pace keeps accelerating while Western automakers scramble to respond.  Xiaomi's YU7 officially outsells the Tesla Model Y in October, marking a symbolic shift in China's most competitive EV segment. Meanwhile, Tesla's domestic sales slump to 26,000, signaling that aggressive price cuts and financing perks may not be enough as Chinese challengers tighten the pressure.The hosts also unpack XPeng's viral AI Day, featuring the “Iron Lady” humanoid robot, new L4 capable RoboTaxi prototypes, the Turing chip's rising importance, and XPeng's “physical AI” strategy — positioning the company as a vertically integrated mobility+AI platform rather than just an automaker.On the U.S. side, GM sparks headlines after reportedly urging suppliers to “de-China” their supply chains by 2027 — a massive, risky reshoring effort that could reshape cost structures across North America. Tu and Lei discuss the feasibility and geopolitical backdrop, including the Nexperia crisis, ICE tariff pressures, and USMCA uncertainty._____________________They also hit:

NIO reports Q3 2025 earnings on November 25, 2025, just five days away, with all eyes on whether the company can achieve its first quarterly profit in Q4 despite an escalating battery supply crisis. This episode provides a critical update on the battery shortage situation that has worsened significantly since last week.The battery crisis has reached new levels of desperation. Purchasing managers from major Chinese automakers are now stationed outside CATL headquarters carrying their company seals, booking hotels nearby, and moving their purchasing offices next to battery factories. Senior executives are personally leading battery task forces to secure supply. XPeng CEO He Xiaopeng revealed he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure allocation.CATL reported Q3 2025 revenue of RMB 104.186 billion, up 12.9 percent year-over-year, with net profit of RMB 18.549 billion, up 41.21 percent. The company was operating around the clock in October with production capacity almost unsustainable. JP Morgan's supply-demand model shows power battery industry capacity utilization will exceed 80 percent for the first time since 2022.The crisis is concentrated in two areas: high-nickel ternary batteries used in premium models priced above 300,000 yuan including NIO ES8, Li Auto L8, Xiaomi SU7 Ultra, and Aito M7/M9, plus lithium iron phosphate batteries being diverted from automotive to energy storage applications.Lithium carbonate futures prices have surged 20 percent over the past month, with the most-active contract on Guangzhou Futures Exchange jumping 9 percent in a single session to 95,200 yuan per ton on November 17, approaching the psychological 100,000 yuan threshold. Since November alone, lithium has accumulated nearly 17 percent gains. Ganfeng Lithium Group Chairman Li Liangbin predicted 30 percent demand growth next year, with scenarios projecting lithium could reach 150,000 to 200,000 yuan per ton if demand accelerates.Four factors are driving the lithium price surge: First, China's energy storage lithium battery shipments reached 165 GWh in Q3 2025, up 65 percent year-over-year, with first nine months totaling 430 GWh exceeding 30 percent of all 2024. Energy storage uses the same lithium iron phosphate chemistry as mass-market EVs, creating competition for supply. Second, China's lithium carbonate output growth slowed to 1.4 percent in November while social inventories declined for 13 consecutive weeks, falling to a record low of 28.1 days turnover versus healthy levels of 45-60 days. Third, China's Jiangxiawo lithium mine producing 65,000 tons annually has been shut since August due to expired permits, removing 7,000 tons per month or roughly 10 percent of domestic supply. Fourth, purchase tax policy changes are front-loading demand with domestic lithium carbonate consumption surging to 135,000 metric tons in November, up over 40 percent year-over-year.Tesla Shanghai Gigafactory celebrated its 5 millionth battery pack rolling off the line on November 12, 2025. Tesla independently develops cell chemistry and designs battery pack structure but sources cells from CATL and LG Energy Solution rather than manufacturing in-house. This represents a hybrid self-reliance strategy. However, Tesla's October retail sales in China fell to 26,006 units, the lowest since November 2022, down 35.76 percent year-over-year and 63.64 percent month-over-month, indicating demand problems rather than supply constraints.Automakers are responding with three self-rescue strategies: First, the self-reliant approach represented by Tesla and BYD who develop their own batteries. NIO once pursued this but stopped due to huge R&D costs and is now planning to spin off its battery manufacturing department. Second, the joint venture approach like Li Auto partnering with Sunwoda

A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as the Hong Kong-listed giant trades at a hefty premium. Who may hold? Why could others cash out. In the US, which of the Mag 7 are sliding? As the AI trade unravels, Apple is standing out as a relative outperformer. Meta scores a decisive win against the FTC, and Cloudflare, Baidu, PDD and Nio take the spotlight in our UP or DOWN segment. Listen as Michelle Martin with Ryan Huang, parse the mixed signals across tech and China names.See omnystudio.com/listener for privacy information.

On this week's Clean Power Hour Live, Tim and John discuss Illinois legislation bringing 3 gigawatts of battery storage to IL, the public health impacts of solar tariffs, and global energy storage market trends that are reshaping the grid.Episode Highlights:CATL signs 200 gigawatt hour energy storage deal with Beijing HyperStrong, representing nearly 60% of projected annual global capacity (Bloomberg)New research shows solar tariffs killed an estimated 105 Americans in 2022 alone by preventing installation of 10.5 GW of solar capacity (PV Magazine)Wind farms increase local property values by 3% and improve school funding with $800 more per pupil, according to Australian study (Renew Economy)Germany deploys innovative curbside EV chargers built directly into sidewalk curbs consumers (Reddit)Australia considers policy requiring utilities to offer three hours of free midday electricity due to solar overgenerationGlobal grid storage projected to reach 340 gigawatt hours in 2025, representing 20% of total battery market growth (Commercial Solar Guy)This episode covers the accelerating clean energy transition across multiple continents, from policy wins in Illinois to infrastructure innovations in Germany and market dynamics in Australia. The data shows renewable energy saves lives, creates economic value for communities, and continues to scale globally despite policy headwinds. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.com Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

NIO announced Q3 2025 earnings will be released on November 25, 2025, before US market open, with management hosting a conference call at 7 AM Eastern Time. All eyes are on whether NIO can achieve its first quarterly profit under non-GAAP standards in Q4 2025, as promised by CEO William Li.In Q3 2025, NIO delivered 87,071 vehicles within guidance of 87,000-91,000 units, representing 40.77 percent year-over-year growth and 20.84 percent quarter-over-quarter growth. Revenue guidance for Q3 was between RMB 21.81 billion and RMB 22.88 billion. For Q4, NIO aims to deliver 150,000 vehicles averaging 50,000 units per month. October deliveries hit 40,397 vehicles, a record but still short of the 50,000 monthly target needed.However, a massive battery supply crisis is threatening the entire Chinese automotive industry's Q4 delivery targets. XPeng CEO He Xiaopeng admitted he has been drinking with all battery manufacturer bosses over the past two weeks trying to secure supply. Reports indicate purchasing personnel from multiple Chinese automakers gathered at CATL headquarters attempting to secure battery production capacity by camping outside their sales offices.The battery shortage has three main causes: First, the purchase tax exemption for EVs ends December 31, 2025, causing consumers to rush purchases before year-end. From January to October 2025, China produced 13 million new energy vehicles, up 30 percent year-over-year, with October NEV sales exceeding 50 percent of total vehicle sales for the first time. Second, the energy storage market is booming and creating a reverse siphon effect. Q3 2025 energy storage lithium battery shipments hit 165 GWh, up 65 percent year-over-year, with full-year estimates at 580 GWh. Energy storage uses lithium iron phosphate batteries, the same chemistry used in mass-market EVs like NIO's Onvo and Firefly brands. Third, high-nickel ternary batteries for premium long-range vehicles face supply constraints due to raw material price volatility and long safety verification cycles.Meanwhile, NIO's battery swap stations in Sweden received approval from national grid operator Svenska kraftnät to participate in grid frequency regulation through the FCR-D system. This allows NIO's swap stations to function as energy storage facilities that help balance electricity demand during peak hours. Each station participating generates tens of thousands of euros in annual revenue. NIO currently operates 60 battery swap stations across Europe including 8 in Sweden, and 3,563 stations in China.This episode analyzes NIO's Q3 earnings preview, breaks down the brand mix showing Onvo outselling the main NIO brand for the first time with 37,656 units versus 36,928 units, examines how the battery supply crisis could impact NIO's ability to hit 150,000 Q4 deliveries needed for profitability, and explores how grid regulation revenue from battery swap stations could become a meaningful profit center.For NIO bulls and EV investors, the next six weeks are critical. Q3 earnings on November 25th will reveal margin trajectory, cash burn rates, and management's confidence in Q4 guidance. November and December delivery numbers will show whether NIO can navigate the battery shortage better than competitors.

NIO's Firefly brand just made three major moves that reveal its global expansion strategy. A new 120kW motor variant has been filed for regulatory approval in China, large shipments of Firefly EVs are heading to Europe, and for the first time ever, NIO mentioned North America as part of Firefly's expansion plans. But the biggest story might be William Li's comments about CATL's battery swap network.In this episode, we break down what the motor upgrade means for Firefly's product positioning, how the brand is achieving NIO's fastest international expansion on record with deliveries now happening in Netherlands, Norway, Belgium, and Denmark, and why William Li says Firefly won't integrate with CATL's Choco-Swap network despite their March 2025 partnership announcement.Li explained that Firefly uses liquid-cooled battery packs for superior safety and performance, while CATL's system uses air-cooled packs targeting the ride-hailing market. He also revealed that Firefly will offer larger battery packs starting at 60kWh in the future, up from the current 42.1kWh configuration.With Firefly delivering 5,912 units in October—its third consecutive month of record-breaking sales—and NIO targeting its first quarterly profit in Q4 2025, these strategic decisions matter more than ever. Is Firefly's distributor model the key to scaling internationally? Can NIO crack North America through Canada or Mexico? And what does the CATL situation really mean for battery swap standardization?Whether you're a NIO bull, EV investor, or just following the Chinese automaker expansion into global markets, this breakdown covers the technology upgrades, geographic strategy, and competitive positioning that will define Firefly's trajectory.

NIO announced battery swap partnerships with 8 major automakers between November 2023 and September 2024: Changan, Geely, Chery, JAC, Lotus, GAC, FAW, and Jiyue. William Li compared it to Amazon Web Services, promising to build the world's largest battery swap ecosystem with unified standards and shared infrastructure.But as of November 2025, production vehicles from the battery swap alliance have been significantly delayed. Chery's Exeed models were expected in Q3 2025 and haven't arrived yet, though testing has been confirmed at NIO swap stations. Meanwhile, CATL announced their Choco-Swap ecosystem with nearly 100 partners and aggressive expansion goals: 1,000 stations by end of 2025, 10,000 mid-term, and 30,000 stations long-term. NIO currently operates 3,562 stations after building since 2018.In March 2025, NIO and CATL signed a strategic partnership where CATL would invest up to 2.5 billion yuan in NIO Power and integrate Choco-Swap technology into future Firefly models. But in April 2025, Reuters reported CATL was in talks to acquire a controlling stake in NIO Power, valued at over 10 billion yuan. William Li denied the rumors in a WeChat group, but NIO's official statement only confirmed they're working with multiple investors including CATL.Then in November 2025, William Li said Firefly will NOT integrate with CATL's battery swap network, contradicting the March partnership announcement. Li explained that CATL uses air-cooled battery packs targeting ride-hailing markets, while Firefly uses liquid-cooled packs for better safety and temperature performance.This episode breaks down what's causing the battery swap alliance delays, why automakers haven't launched compatible vehicles on schedule, and whether CATL is positioning to dominate battery swapping alongside or in competition with NIO. We cover the standardization challenges, the BaaS pricing dilemmas, the stratification of cooperation levels between alliance members, and CATL's open platform approach that's attracting more partners.GAC Aion just launched the first mainstream passenger car using CATL's Choco-Swap technology in November 2025. CATL plans to expand internationally to Europe, directly competing with NIO in overseas markets. With CATL controlling 44.3% of China's battery market share and having deeper capital resources, this analysis explores whether the partnership could evolve into competition.For NIO bulls and EV investors, this is the objective analysis of where the battery swap alliance stands today, what the delays mean, and how CATL's parallel ecosystem changes the competitive landscape.

This week on China EVs & More, Tu and Lei unpack a scary set of Q3 results for global automakers. Porsche's operating profit nearly vanishes, Mercedes-Benz and Volkswagen Group struggle, and BYD reports its first major profit decline in years. Meanwhile, Li Auto faces a costly Mega recall after a battery-coolant fire, raising new questions about safety and supply-chain quality.Tu shares insights from the Reuters Automotive Summit, including what executives from Rivian, Lucid, and Mercedes-Benz USA had to say about current challenging environment — plus takeaways from Ganesh Iyer of NIO USA. The hosts also discuss how Chinese tech players like Xiaomi and Geely are resetting global expectations, why CATL's battery dominance will continue for the next decade, and what the West must learn from China's hyper-competitive EV market.Chapters02:16 Halloween Reflections and Market Concerns05:04 Li Auto's Recall and Safety Issues08:00 Financial Performance of Major Automakers11:03 Competitive Landscape in the EV Market13:49 Restructuring of German Automakers16:46 Insights from the Reuters Conference19:59 Level 4 Autonomy and Future Trends30:03 The Evolution of Autonomy34:50 Mapping the Future of Autonomous Vehicles39:51 Marketing Strategies in a Multicultural Landscape44:31 Consumer Data Privacy and Trust54:08 The Future of Battery Technology_____Stay tuned for sharp analysis on involution, layoffs at GM, brand marketing shifts, and how the next generation of EVs from Mercedes, Hyundai, and NIO will shape 2026.Companies & Topics Discussed:BYD | Li Auto | CATL | Porsche | Mercedes-Benz | Volkswagen Group | Audi | BMW Group | Beijing Hyundai | NIO | Xiaomi | Geely | Luxeed | DJI | Momenta | FinDreams | Rivian | Lucid | Stellantis | Uber | Nvidia | GM | Honda | Apple | AESC | Gotion | Calb

Electric buses are not a pilot anymore. As Dorcus Wanjiru Kamotho explains, BasiGo already has ~100 e‑buses on the road across Kenya and Rwanda, with hundreds more reserved. The unlock: a Pay‑As‑You‑Drive model—lower deposit plus per‑km fee that covers charging and service—paired with night‑time charging on Kenya's largely renewable grid. We dive into local assembly with KVM (Thika), the new King Long platform to scale production, and how service capability (incl. CATL battery partnership) improves uptime. We also cover policy, open charging, and why passengers in Nairobi literally wait for the e‑bus even when a diesel bus arrives first. A practical blueprint for taking EV transit from proof to scale.  

Tu Le and Lei Xing dive into one of the busiest weeks yet in the global EV world — from corporate drama to policy blueprints shaping the next 15 years.

- U.S. Gives OEMs Tariff Relief - U.S. and Australia Sign Rare Earth Deal - GM Earnings Plunge, But Stock Goes Up - CATL Profits Up 41% - No New Product for Alfa Until 2027 - Another Advisor Against Musk's Pay Package - Musk Says Pay Me Or I'm Out - Nissan's New Frontier Developed in China - Toyota Reveals All-New Land Cruiser FJ - Bridgestone Starts Recycling Old Tires

- U.S. Gives OEMs Tariff Relief - U.S. and Australia Sign Rare Earth Deal - GM Earnings Plunge, But Stock Goes Up - CATL Profits Up 41% - No New Product for Alfa Until 2027 - Another Advisor Against Musk's Pay Package - Musk Says Pay Me Or I'm Out - Nissan's New Frontier Developed in China - Toyota Reveals All-New Land Cruiser FJ - Bridgestone Starts Recycling Old Tires

Tu and Lei unpack a pivotal week in global EVs — where Germany's giants stumble and China keeps charging ahead.

Zeekr's new 001 FR can add 310 miles of range in just over 11 minutes using CATL's Qilin battery and an 800-volt system. The production model delivers 1,265 horsepower, charges faster than any Tesla or Porsche, and marks a major leap for real-world EV performance.

Welcome back to EUVC Live in Malmö, where we bring you unfiltered conversations with the voices shaping Europe's venture ecosystem.In this session, Nick de la Forge, Partner at Planet A Ventures, takes the stage to share insights from an eye-opening field trip through China's climate and hardware startup ecosystem.Nick's story begins with a simple question: what if we're wrong about China's advantage? — and ends with a humbling realization of just how fast and how efficiently the world's largest manufacturing ecosystem now moves.Joined by fellow investors from 2150, Energy Impact Partners, and Compass, Nick toured factories, startups, and hyperscalers like CATL and BYD, witnessing firsthand what “scale” really looks like. The takeaway? Europe's biggest competitor isn't just cheaper — it's faster, leaner, and far more integrated.

- Chinese Scientists Announce Solid State Battery Breakthrough - Ford F-150 Hit by Fire at Aluminum Supplier - Ford and GM Gang Up on Stellantis Over Tariffs - Tesla FSD 14 Handles Point-To-Point Delivery - Spain In Uproar Over 2,000 Chinese At CATL Plant - Germany To Extend EV Subsidies - Nissan Uses Renault Tech for SUV In India - Geely VTOL Ready for Manned Testing

- Chinese Scientists Announce Solid State Battery Breakthrough - Ford F-150 Hit by Fire at Aluminum Supplier - Ford and GM Gang Up on Stellantis Over Tariffs - Tesla FSD 14 Handles Point-To-Point Delivery - Spain In Uproar Over 2,000 Chinese At CATL Plant - Germany To Extend EV Subsidies - Nissan Uses Renault Tech for SUV In India - Geely VTOL Ready for Manned Testing

It's EV News Briefly for Sunday 28 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily SODIUM‑ION BATTERIES NEAR LARGE‑SCALE COMMERCIALISATION http://bit.ly/42Xou36 ZEEKR LAUNCHES "SEEK MORE" CAMPAIGN http://bit.ly/42XodNC MG4 EV URBAN APPROVED FOR AUSTRALIA http://bit.ly/4nxitmj GM DONATES 59 BRIGHTDROP VANS TO RED CROSS http://bit.ly/3Wgur7B BYD FORECASTS EXPORTS AT 20% OF SALES http://bit.ly/3WoYcDb CHARGETRIP INTEGRATES WITH OCTOPUS ELECTROVERSE http://bit.ly/3VLElOn CHINA'S ROLE IN RARE-EARTH SUPPLY http://bloom.bg/3VLWMCK SODIUM‑ION BATTERIES NEAR LARGE‑SCALE COMMERCIALISATION   Sodium-ion batteries are rapidly advancing from pilots toward commercial adoption, offering exceptional low-temperature performance, faster charging, and improved sustainability for heavy-duty and automotive use. Major players like CATL have already launched mass-produced compliant batteries and vehicle makers such as JAC have delivered volume production EVs with sodium cells, signaling a promising new era for affordable, eco-friendly energy storage. ZEEKR LAUNCHES "SEEK MORE" CAMPAIGN   Zeekr's “Seek More” European brand campaign introduces cutting-edge EVs with ultra-fast charging and innovative design, targeting growth in new markets despite tariff headwinds. With more than 520,000 vehicles delivered and expansion plans underway, Zeekr's proprietary 800V–900V tech and comprehensive charging ecosystem position it for international leadership. MG4 EV URBAN APPROVED FOR AUSTRALIA   MG has secured approval to launch the MG4 EV Urban in Australia, featuring a choice of efficient battery sizes and advanced LFP or semi-solid-state chemistries for superior range in all climates. The Chinese-market Anxin Edition's affordable semi-solid-state technology and strong local sales illustrate MG's successful expansion as a value leader in EVs. GM DONATES 59 BRIGHTDROP VANS TO RED CROSS   GM's donation of 59 all-electric BrightDrop vans to the Red Cross strengthens disaster response, providing emission-free, long-range support for communities in need. This initiative reflects GM's long-term commitment to social responsibility and electrification's contribution to humanitarian efforts. BYD FORECASTS EXPORTS AT 20% OF SALES   BYD projects that one out of every five vehicles sold in 2025 will go to export markets, doubling its international reach thanks to expanded shipping capacity and a growing global lineup. The focus on bringing all China-developed models to new markets underlines BYD's ambition to become a truly global EV manufacturer. CHARGETRIP INTEGRATES WITH OCTOPUS ELECTROVERSE   Chargetrip's partnership with Octopus Electroverse streamlines EV travel across Europe by embedding advanced route planning and making 1.1 million public chargers accessibly through one app. The integration offers users cleaner, more affordable charging while major automakers leverage the tech for improved customer experiences. CHINA'S ROLE IN RARE-EARTH SUPPLY   China continues to be the world leader in rare-earth magnet production for EVs, offering unmatched technical expertise and cost advantages, while new facilities like Neo's in Estonia bolster European supply security. The evolving global rare earths landscape is fostering cooperation, investment, and innovation across key regions.

- Trump Slaps 25% Tariff on Heavy-Duty Trucks - Bosch Cutting 13,000 Jobs - Volkswagen Pauses Production at German EV Plants  - JLR Restarts Some Operations - BYD Continues Price War in China - Dongfeng, Xpeng and Xiaomi Expand EU Growth - China to Require EV Export Permits - Xiaomi Launches Customization Service - CATL To Start Shipping Sodium-Ion Batteries Next Year - Dreame Technology Rips Off Rolls-Royce Cullinan

- Trump Slaps 25% Tariff on Heavy-Duty Trucks - Bosch Cutting 13,000 Jobs - Volkswagen Pauses Production at German EV Plants  - JLR Restarts Some Operations - BYD Continues Price War in China - Dongfeng, Xpeng and Xiaomi Expand EU Growth - China to Require EV Export Permits - Xiaomi Launches Customization Service - CATL To Start Shipping Sodium-Ion Batteries Next Year - Dreame Technology Rips Off Rolls-Royce Cullinan

It's EV News Briefly for Tuesday 16 September 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily CUPRA TINDAYA IS VW'S ANSWER THE CHINESE RANGE EXTENDERS https://evne.ws/3KopUgD GEELY LAUNCHES EX5 ELECTRIC SUV IN UK https://evne.ws/4n4e0ae VW DELAYS ID. GOLF AND ID. ROC TO 2030 https://evne.ws/4pH14Jp TESLA BERLIN PLANT RAISES OUTPUT DESPITE SALES DROP https://evne.ws/3IdI1p2 ALL-ELECTRIC AUDI RS6 E-TRON FUTURE UNCLEAR https://evne.ws/3I32pJw HONG KONG PURSUES LOCAL EV ASSEMBLY BASE https://evne.ws/41RwmTA LUCID TO EXPAND IN ASIA, BUT NOT CHINA https://evne.ws/41UAceF EXTENDING AUSTRALIAN EV TAX EXEMPTION ADDS 1.5 MILLION TO ROADS https://evne.ws/3JXn5mR NISSAN AND CHARGESCAPE LAUNCH V2G PILOT https://evne.ws/464rMUm FORD'S MOVE TO LFP BATTERIES https://evne.ws/46ofcy6 TOYOTA UK PROFIT FALLS TO £462,000 https://evne.ws/4goz5K1 USED EV CREDIT WORTH $4,000 ENDING SOON https://evne.ws/4mfAZxS UK REQUIRES LOCK UPGRADES FOR CHINESE CARS https://evne.ws/3K58IN8 CUPRA TINDAYA PREVIEWS EV FORMENTOR REPLACEMENT AND RANGE EXTENDER PLANS Cupra unveiled the Tindaya concept at the Munich motor show, hinting at a Formentor successor and showcasing Volkswagen Group's SSP platform with range-extender EV capability for increased market flexibility, especially in China. The sporty, composite-bodied SUV pairs dual motors and a petrol engine for 300 km range, with a production debut expected around 2027 or 2028. GEELY LAUNCHES EX5 ELECTRIC SUV IN UK Geely has launched its EX5 electric SUV in the UK, starting at £31,990 and offering up to 267 miles of range on a lithium-iron-phosphate battery with rapid charging. Featuring trims up to £36,990, the EX5 targets fleet buyers, includes a six-year warranty, and will begin deliveries in late October. VW DELAYS ID. GOLF AND ID. ROC TO 2030 Volkswagen has postponed production of its ID. Golf and ID. Roc EVs to 2030, with the ID. Roc debuting first on the new SSP platform, followed by the ID. Golf. The delay triggers a reshuffle of its plant allocations, with related internal combustion and EV model moves now set for clarification in annual planning later in the year. BERLIN PLANT RAISES OUTPUT DESPITE SALES DROP Tesla's Berlin Grünheide factory is increasing its production targets in response to anticipated market strength, despite ACEA reporting a 44% sales drop in the EU and a 39% decline in German registrations through August. Tesla attributes the downturn to Model Y design updates disrupting sales, with Norway showing strong growth and production revised upwards for Q3 and Q4. ALL-ELECTRIC AUDI RS6 E-TRON FUTURE UNCLEAR The fully electric Audi RS6 e-tron may be canceled, even as prototypes continue road testing, with Audi expected instead to launch a plug-in hybrid RS6 alongside its traditional combustion model. Both vehicles were planned to share RS6 design cues but sit on different platforms, and initial plans had the EV debuting before the plug-in hybrid's 2026 arrival. HONG KONG PURSUES LOCAL EV ASSEMBLY BASE Hong Kong is negotiating with multiple Chinese carmakers, including FAW Group, to establish local EV production facilities as part of a push for strategic industry and international expansion. High local costs and China's overcapacity drive suppliers to Hong Kong's financial sector, with major players like Contemporary Amperex Technology already setting up headquarters and listing on the city's stock exchange. LUCID TO EXPAND IN ASIA, BUT NOT CHINA Lucid Motors plans expansion into Asian markets but will avoid China, citing heavy subsidies and overcapacity as reasons for staying out. Interim CEO Marc Winterhoff expressed confidence in Lucid's technology and competitiveness while focusing future models on the $50,000 segment and higher, not the low-cost market. EXTENDING AUSTRALIAN EV TAX EXEMPTION COULD ADD 1.5 MILLION TO ROADS Extending Australia's EV fringe-benefits tax exemption to 2035 could add 1.5 million electric cars to Australian roads, according to Electric Vehicle Council modelling. The policy has driven over 100,000 additional EV sales since 2022, with further benefits possible for plug-in hybrids and the second-hand market. NISSAN AND CHARGESCAPE LAUNCH V2G PILOT Nissan and ChargeScape have launched a vehicle-to-grid (V2G) pilot in Silicon Valley, using Nissan EVs and Fermata Energy bidirectional chargers to support grid demand for local data centers. The project aims to set a model for broader V2G integration through California's virtual power plant network and beyond. FORD TOUTS MOVE TO LFP BATTERIES Ford will manufacture lithium-iron phosphate (LFP) batteries at its BlueOval Michigan plant from 2026, using CATL technology for future vehicles including a mid-size pickup. LFP batteries offer lower cost and better safety, though less energy density, and Ford remains open to evolving battery chemistry based on market needs and possible new plants. TOYOTA UK PROFIT FALLS TO £462,000 Toyota Motor UK's pre-tax profits fell sharply to £462,000 with revenues down over £135m, attributed to fleet mix management and compliance with tighter ZEV mandates. Despite a drop in market share, Toyota will expand its EV offering next year, including the all-electric Urban Cruiser SUV debuting in late 2025. USED EV CREDIT WORTH $4,000 ENDING SOON The U.S. federal Used Clean Vehicle Credit, worth up to $4,000 for electric or plug-in hybrid cars priced under $25,000, expires September 30. The credit drove significant price declines and saw models like the Tesla Model 3 and Chevy Bolt become notably affordable, making immediate purchases attractive for eligible buyers. UK REQUIRES LOCK UPGRADES FOR CHINESE CARS UK insurers have required Chinese car manufacturers to improve their vehicles' anti-theft devices and locking systems to better meet local standards amid rising theft rates, now at 102,000 annually. Brands like BYD have worked with regulators and added advanced technology to boost security as Chinese car sales surge in Britain.

- Mike Adams' Introduction and AI Translation Demonstration (0:00) - Expansion of Language Set and Feedback Request (4:16) - Charlie Kirk Assassination Survey Results (5:18) - Meteor Strike in China and Anti-Air Defense System (8:39) - CATL's Sodium Ion EV Battery (10:39) - Advancements in AI and Vibe Coding (13:59) - Proposed Charlie Kirk Free Speech Act (17:10) - Success of Peptide Therapy and Health Updates (20:01) - Challenges in the Charlie Kirk Case (25:48) - Radical Leftists and Vaccine Effects (41:39) - Interview with Dr. Torsten Trey on Forced Organ Harvesting (48:23) - Discussion on Medical Ethics and Organ Harvesting (52:16) For more updates, visit: http://www.brighteon.com/channel/hrreport  NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

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https://youtu.be/CRqwU8hZg9AMatt and Sean talk about CATL's claims at a massive breakthrough in sodium ion battery costs, and whether it might (or might not) find a place in the energy storage market.Watch the Undecided with Matt Ferrell episode, How CATL Made Batteries 90% Cheaper (And What Happens Next) https://youtu.be/Wf84NJSiAeU?list=PLnTSM-ORSgi7uzySCXq8VXhodHB5B5OiQ(00:00) - - Intro & Feedback (15:45) - - CATL Discussion YouTube version of the podcast: https://www.youtube.com/stilltbdpodcastGet in touch: https://undecidedmf.com/podcast-feedbackSupport the show: https://pod.fan/still-to-be-determinedFollow us on X: @stilltbdfm @byseanferrell @mattferrell or @undecidedmfUndecided with Matt Ferrell: https://www.youtube.com/undecidedmf ★ Support this podcast ★