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The China EV Flywheel And Why Exports Will Keep Rising

Most Western analysis of the automotive transition still carries a quiet but profound blind spot. China is often treated as one large market among several, occasionally acknowledged as the largest, but rarely internalized as the market that now determines global scale, cost curves, and learning rates. This is not a … [continued] The post The […]

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CATL Battery Factory in Spain, Lithium Mine in Yichun

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 post CATL […]

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