US limits aircraft part licenses to China to counter mineral limits
The Commerce Department has restricted deliveries to COMAC and weighed curbs on landing gear as negotiators contest rare earth supplies ahead of a Jan. 10 trade deadline.
China
All coverageEV and battery scale, solar, AI hardware, export controls and outbound investment.
BYD files immersion cooling patent to prevent EV pack fires
The two-chamber filing separates electrical connectors in a dry zone while submerging cells in dielectric liquid, targeting…
CATL opens 8,000-square-meter battery service hub in Oslo
The 8,000-square-meter Oslo facility cuts pack repair times to 48 hours and establishes full-lifecycle battery diagnostics across…
US charges tech firm over $300M Nvidia chip exports to China
Earthmade Computer routed advanced A100 and H100 servers through Malaysia and Singapore before sending them to Hangzhou, exposing…
BYD accelerates megawatt charging rollout for heavy electric trucks
The Chinese manufacturer is pairing 20-minute Megawatt Charging System hardware with its 44-ton electric tractor to target…
CATL Separates Six Minute Fast Charging From 1,000 Km Range
Disclosures confirm China's leading cell maker splits extreme charging and ultra-long range across distinct LFP and NCM…
US Senator Daines urges China talks to protect rare earths
The appeal follows a 21% drop in August magnet imports from China, with bilateral working groups seeking to avert shortages…
China bans dual-use sales to MP Materials and US refiners
The Ministry of Commerce export blacklist targets MP Materials and USA Rare Earth, cutting off specialized processing feedstocks…
China waives African tariffs to lock in critical minerals
Beijing reaffirmed duty-free access across 53 African nations on Oct.
China magnet export controls near end of one-year suspension
Western automakers and robotics builders stepped up rare earth magnet purchases as Beijing prepared to let a pause on…
CATL warns China's solid-state battery target faces cost gap
The battery maker pegged solid-state readiness at level four out of nine, warning sulfide cells cost up to five times more than…
China yttrium export curbs squeeze Western chip toolmakers
Ultra-high purity yttrium oxide surged 140-fold to $850 a kilogram as plasma etch chamber coating shortages delay wafer fab tool…
CATL expands Hungary battery workforce for local EV supply
Contemporary Amperex Technology Co. Limited is adding staff at its €7.34 billion Debrecen site after starting trial cell…
Nexchip injects $128M into Anhui Jingmei to secure photomask supplyMembers
The transaction transfers tooling subsidiary Hefei Jingwei to Anhui Jingmei as part of a 2.2 billion yuan expansion, lifting the…
China extends trade barrier probes on US green supply chains
The Ministry of Commerce gave investigators three more months to assess American export curbs and clean-energy trade…
China Merchants Energy Shipping seals $2.8B Simandou VLOC transport contract
The 25-year freight commitment for Guinea iron ore deploys six newbuild carriers to anchor Chinese sovereign bulk logistics from…
BYD fully opens 16 GWh Xi'an battery plant to scale EV cells in 2026Members
The 7 billion yuan facility in Shaanxi province anchors mass production of second-generation Blade Batteries to support over one…
CATL signs 1.64 GWh battery storage deal for Mexican grid
The contract equips the La Alegría solar project with Chinese LFP containers, expanding site storage capacity more than fivefold…
CATL buys 20,000 tons of cathode copper in $320 million pact
A Hong Kong unit will prepay $100 million in December to related trader An Sheng Mining, capping purchases at $150 million in…
TikTok hires Akin Gump to steer US trade and export controls
A disclosure filed Sept. 25 shows the video platform paid $110,000 to navigate algorithm and customs restrictions, dropping…
China Rare Earth pairs with Benmo on humanoid robot magnets
The state-backed research unit and Hong Kong-listed actuator maker will develop customized NdFeB alloys and magnetic rings to…
China Imposes 55% Tariff on Brazil Beef as Imports Hit Quota
The commerce ministry will collect a combined 67% duty starting Oct.
CATL Licenses Battery Pack Tech to Egypt's BME in Cairo Deal
The Chinese cellmaker agreed to license commercial electric vehicle pack assembly and supply cells to a $39 million facility…
China Gallium Export Controls Deplete Western Chip Stockpiles
Prolonged licensing friction under Beijing's trade notices leaves compound chipmakers and defense radar programs facing tight raw…
Semiconductors
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CXMT plans 4F² server DRAM launch, hitting memory shares
A 33% cell shrinkage gives China's memory champion a pathway to 50% higher bit density, putting pricing pressure on Samsung, SK…
BYD readies Da Han EV for Oct. 13 debut with 1,008-km range
The flagship sedan pairs a 0.197 drag coefficient with a 102.3 kilowatt-hour blade battery, pricing between 249,900 yuan and…
China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
Batteries & EV
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BYD debuts Atto 8 electric SUV with 1,500 kW flash charging
The 115-kilowatt-hour flagship delivers 405 miles of range and cuts 10% to 97% recharge times to nine minutes, supported by 3,000…
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
CATL separates battery specs as 600 kW charging tests grids
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
Robotics
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XPeng Scales Humanoid Robot Line with Electric Vehicle Parts in 2026
The Chinese electric vehicle maker aims to build 1,000 units monthly by late 2026, cutting component procurement overhead by…
China Rare Earth pairs with Benmo on humanoid robot magnets
The state-backed research unit and Hong Kong-listed actuator maker will develop customized NdFeB alloys and magnetic rings to…
Tesla buys China actuator parts for US Optimus robot factory
Factory audits across Zhejiang province cover initial orders for 5,000 units, anchoring mechanical joint production in China…
Shipbuilding
More →China Merchants Energy Shipping seals $2.8B Simandou VLOC transport contract
The 25-year freight commitment for Guinea iron ore deploys six newbuild carriers to anchor Chinese sovereign bulk logistics from…
Guangzhou Shipyard lands $1 billion dual-fuel car carrier order from Ray
The 10-vessel program for 8,200 CEU ships diverts a longtime HD Hyundai customer to China and extends CSSC's control over the…
Chinese private yards expand dual-fuel bulker berths as European owners accelerate green fleet renewal
Capital spending on mega drydocks and dual-fuel propulsion lines in Jiangsu and Liaoning secures high-capacity Newcastlemax…
Energy & Minerals
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China ties rare earth permits to European trade concessions
Beijing maintains expedited clearances for European magnet buyers under its new industrial doctrine while trading raw mineral…
China Northern Rare Earth fixes fourth-quarter concentrate supply priceMembers
A quarterly formula adjustment at 38,769 yuan per ton sets upstream costs while the Baotou exchange builds nationwide benchmark…
China rare earth suppliers hold shipments to US contractors
Delays mount across American defense motor supply chains as Chinese exporters withhold heavy rare earths and permanent magnets…
Trade & Policy
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CBP ends sub-$800 duty exemptions as Chinese air cargo falls
A proposed customs bond mandate follows the termination of tariff-free entry for shipments valued under $800, forcing platforms…
China drops tariffs on African goods to secure mineral supply lines
The State Council Tariff Commission expanded duty-free access across 53 partner nations as first-half bilateral trade climbed…
China curbs drone tech exports to US defense contractors in 2026
Beijing maintains dual-use restrictions on rare earth magnets and flight hardware as Washington penalizes unnotified artificial…
Analysis
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Chinese tiremakers invest 40 billion yuan to build in EgyptMembers
Securities filings show six manufacturers are shifting assembly lines and chemical feedstock offshore to bypass Western…
CATL tops 15 Chinese automakers combined in first-half profitsMembers
The battery giant posted 43.28 billion yuan in interim net profit, more than double the combined earnings of 15 domestic vehicle…
China polysilicon cash costs diverge across regional power grids under new price rules
Tariff spreads between northern coal-fired baseloads and southwestern hydro grids create a 25 percent operating cost gap for top…