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There is no way that CATL is going to escape the US policy of suppressing China's technological development. Batteries are going to follow SC's - very likely ne
by hunglee2 4y ago
There is no way that CATL is going to escape the US policy of suppressing China's technological development. Batteries are going to follow SC's - very likely next in line - and Tesla's reliance on CATL batteries is the weak point upon which Musk's empire will fall. Destroying CATL will probably set back EV adoption by some years, replacement suppliers will surely be built if industrial policy continues to be applied
- fnordpiglet 4y agoAny references towards US policy against CATL? Most battery producers build plants in the local region anyways. Surely you don’t think China has been a fair partner in technology and business? That perhaps the Chinese state has conducted systematic espionage to favor its local industry development, mandated technology transfer for market access, established unfair trade policies to favor local business development, and suppressed the success of foreign investment that was purchased at the cost of aforementioned technology transfer?
- hunglee2 4y agomy description of US policy is accurate
- entropicgravity 4y agoChemistry will not be determinant regarding which battery technology will prevail. Cost will be primary and endurance will be next. Tesla's 4680 (yes, it's a can, not a chemistry) automated manufacturing technology will be hard to beat in both cost and endurance. And it's just at the beginning of the learning curve of the manufacturing tech. Competitors will have to be prepared to shell out plenty of cash to keep up. Hard not to notice that even Panasonic would not commit to 4680 manufacturing at scale until they could confirm that Tesla's dry anode tech was viable.
- dzhiurgis 4y agoYou can bad CATL and Tesla can continue to serve remaining 90% of EV market