https://electrek.co/2025/01/07/catl-powers-a-third-of-worlds-evs-now-on-us-blacklist/ The world’s largest EV battery maker was designated as a “Chinese Military Company” on Monday by the US Defense Department. CATL, which supplies EV batteries to Tesla, BMW, Ford, Volkswagen, Toyota, Nissan, Honda, and many others, is now on the US blacklist. Here’s what that means.
It’s no secret that CATL dominates the global EV battery market. In the first 11 months of 2024, CATL accounted for nearly 37% of all electric vehicle batteries sold globally.
Hm Opportunity for government subsidies for US corporations to build or move battery factories?
China is the boogyman. China is the excuse TFG will use to invade Panama.
The Ford/CATL plant has drawn flack for a while, because of the JV with China. These articles are a year old. Ford’s battery plant in Tennessee is a JV with a Korean company. There is a new article from the Detroit News about the designation of CATL, and it’s impact on the Ford plant, but it is behind a paywall.
I get that and I personally think China is a problem. But having the technology in the States seems like a win since we will be able to study it just like they did to us.