# East Asia Brief — Batteries & Electric Vehicles

Cell capacity, cathode and anode materials, EV production and the trade rules that decide where they ship.

- [Japan certifies $2.4 billion in battery subsidies to lock in solid-state cell capacity](https://eastasiabrief.com/batteries-ev/japan-certifies-2-4-billion-battery-subsidies-lock-solid-65) — The Ministry of Economy, Trade and Industry approved funding for 12 manufacturing projects by Toyota, Nissan, and Panasonic to expand domestic cell production… *(August 28, 2026; Batteries & EV · Japan · Toyota Motor, Nissan Motor, Panasonic Holdings, Subaru Corporation, Mazda Motor)*
- [Hyundai accelerates Ulsan EV conversion to balance export lines with global demand](https://eastasiabrief.com/batteries-ev/hyundai-accelerates-ulsan-ev-conversion-balance-export-lines-global-61) — The 2-trillion-won dedicated facility introduces flexible cell manufacturing to balance domestic output against overseas plant ramps in the United States and… *(August 28, 2026; Batteries & EV · Korea · Hyundai Motor Company, Hyundai Mobis, Kia Corporation)*
- [Gotion and Sunwoda ramp sodium-ion battery output for Chinese light electric vehicles](https://eastasiabrief.com/batteries-ev/gotion-sunwoda-ramp-sodium-ion-battery-output-chinese-light-52) — Commercial cell deliveries expand across delivery scooter fleets and micro storage installations as cell makers replace lithium with abundant sodium chemistry. *(August 28, 2026; Batteries & EV · China · Gotion High-tech, Sunwoda Electronic)*
- [Japan Separator Makers Accelerate Ceramic-Coated and Solid-State Film Expansion](https://eastasiabrief.com/batteries-ev/japan-separator-makers-accelerate-ceramic-coated-solid-state-film-46) — Asahi Kasei and Toray are retooling production lines toward high-heat ceramic films and solid-electrolyte substrates to secure margins against standard… *(August 28, 2026; Batteries & EV · Japan · Asahi Kasei Corporation, Toray Industries)*
- [LG Energy Solution converts EV lines to accelerate ESS LFP pouch cell output](https://eastasiabrief.com/batteries-ev/lg-energy-solution-converts-ev-lines-accelerate-ess-lfp-44) — The South Korean battery maker is ramping dedicated stationary storage capacity in China and the United States to secure grid-scale off-take contracts. *(August 28, 2026; Batteries & EV · Korea · LG Energy Solution)*
- [BYD and Geely expand Southeast Asian assembly lines to build regional export hubs](https://eastasiabrief.com/batteries-ev/byd-geely-expand-southeast-asian-assembly-lines-build-regional-38) — Chinese electric vehicle manufacturers scale localized parts procurement across Thailand and Indonesia to meet ASEAN tariff thresholds. *(August 28, 2026; Batteries & EV · China · BYD Company, Zhejiang Geely Holding Group, SAIC Motor, Great Wall Motor)*
- [Korea Cuts EV Subsidies on Low Energy Density Cells, Squeezing LFP Imports](https://eastasiabrief.com/batteries-ev/korea-cuts-ev-subsidies-low-energy-density-cells-squeezing-30) — Revised environmental criteria tie state purchase grants to cell density and metal recovery, reducing consumer payouts on Chinese-assembled models. *(August 28, 2026; Batteries & EV · Korea · Hyundai Motor Company, Kia Corporation, Tesla, BYD Company, LG Energy Solution, SK on, Contemporary Amperex Technology)*
- [Panasonic Optimizes 4680 Battery Cell Yields at Wakayama Plant in Japan](https://eastasiabrief.com/batteries-ev/panasonic-optimizes-4680-battery-cell-yields-wakayama-plant-japan-23) — The Japanese cell manufacturer improves dry electrode coating lines and tabless winding processes to stabilize commercial shipments for primary automotive… *(August 28, 2026; Batteries & EV · Japan · Panasonic Holdings, Panasonic Energy, Tesla)*
- [South Korea Expands Advanced Battery Tax Credits to Rebalance Domestic Fabs](https://eastasiabrief.com/batteries-ev/south-korea-expands-advanced-battery-tax-credits-rebalance-domestic-18) — The revised National Strategic Technology rules raise immediate deductions on next-generation cathode and cell equipment to offset heavy North American capital… *(August 28, 2026; Batteries & EV · Korea · LG Energy Solution, Samsung SDI, SK On, POSCO Future M, EcoPro BM, L&F)*
- [Korean cathode makers retool production lines for LMFP chemistry as price war spreads](https://eastasiabrief.com/batteries-ev/korean-cathode-makers-retool-production-lines-lmfp-chemistry-price-16) — LG Chem, EcoPro BM, and POSCO Future M accelerate manganese-doped phosphate materials to defend mid-tier electric vehicle supply contracts. *(August 28, 2026; Batteries & EV · Korea · LG Chem, EcoPro BM, POSCO Future M)*

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