China’s 2030 solid-state battery goal, Chinese carmakers see boost in Europe: 7 EV reads

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1. As Chinese carmakers diversify beyond CATL, Beijing warns of market overreaction

A publication under China’s industry ministry has pushed back against market chatter of “de-CATLisation” as a growing number of the battery giant’s automotive partners diversify their suppliers, with the company’s shares falling recently.

2. Tesla auditing Chinese suppliers ahead of Optimus roll-out: sources

Tesla officials and engineers have begun auditing part of the firm’s Chinese supply chain, as Elon Musk’s company aims to quickly ramp up production of its Optimus humanoid robot after it hits the global market later this year, according to sources with knowledge of the matter.

3. Chinese EV battery giant CATL starts trial production in Hungary

Contemporary Amperex Technol­ogy Ltd (CATL) has cleared all regulatory hurdles for its mega factory in Hungary, a development that analysts expect will help the world’s largest producer of electric vehicle (EV) batteries extend its reach to international marques like BMW and Volkswagen.

4. China’s EV and battery makers tussle over lithium-ion tax: sources

China’s electric vehicle (EV) makers and battery manufacturers are locked in negotiations over which party should pay a resumed consumption tax, according to industry sources, a conflict that underlines carmakers’ struggles amid weak home market demand.

5. VW, Gotion deepen ties with US$3.7b commitment to EV battery production

Volkswagen Group and its Chinese partner Gotion High-tech have stepped up a gear in tapping global demand for electric vehicle (EV) batteries with plans to invest a combined €3.22 billion (US$3.66 billion) to set up three production lines in Europe and North Africa.

6. Chinese carmakers gain as high petrol prices boost European EV sales

Chinese carmakers have gained ground in Europe’s shift to electric cars, emerging as the biggest winners in plug-in hybrids despite moves by Brussels to curb their expansion.

7. China outlines 2030 solid-state battery road map to extend global EV dominance

China has set a goal to achieve initial volume production of solid-state batteries by 2030 – a next-generation technology still in the early stages of commercialisation – as the country seeks to extend its global advantage in the battery industry from conventional lithium-ion batteries into emerging technologies.