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…
Company watch
All companies →BYD
Every EAB briefing that touches BYD — capital spending, plants, M&A, earnings and policy exposure. 47 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 45 of 47
- Subject of the briefing
- 33
- Named as exposed
- 14
- Desks
- Batteries & EV (36), Trade & Policy (6), Semiconductors (4), Analysis (1)
LG Energy Solution shifts battery output to AI data centers
South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden…
Suzuki selects BYD LFP battery cells for inaugural Japanese mini EV
The procurement decision equips Suzuki's e SKY kei car with a 26 kilowatt-hour pack, intensifying cost competition against…
China caps hybrid car exports to EU to ease rare earth flows
A bilateral pact struck Oct. 9 slashes projected vehicle shipments by over 50% across four years while speeding green-channel…
Chery Automobile orders solid-state battery tools for 2027 EV tests
The Chinese carmakers are shifting next-generation cell manufacturing out of laboratories and into pre-production factories,…
US blocks Chinese electric cars from entering via Canada
Washington reinforces rules of origin and connected-vehicle bans to prevent circumvention of auto tariffs through Ottawa's quota.
BYD opens second-generation Seagull orders for 2026 rollout
The redesigned hatchback lengthens the chassis by 425 mm, installs FinDreams battery packs up to 39.2 kWh and adds optional LiDAR…
Corvus and BYD Win DNV Marine Battery Approval for ShipsMembers
The DNV certification of the Blue Whale NxtGen energy storage system clears Chinese lithium iron phosphate cells for Western…
CATL Surpasses Korean Battery Trio in Markets Outside China
The Chinese cell giant captured 33.7% of non-China electric vehicle battery usage through August 2026 as South Korean competitors…
Suzuki launches Japan's cheapest mini EV using BYD batteries
The 2.12 million yen e SKY undercuts domestic rivals and presses Japanese cell makers as lithium iron phosphate chemistry…
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…
UK weighs tariffs on Chinese electric cars to protect EU supply tiesMembers
Business Secretary Jonathan Reynolds evaluates import duties of up to 45% as Brussels threatens to exclude British carmakers from…
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…
Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs
South Korean materials firms accelerate cobalt-free chemistries after non-China market share for domestic cell producers slid…
Hyundai, Toyota and BYD advance in-house solid-state battery lines
Automakers in South Korea, China and Japan are commissioning pilot battery plants to internalize core cell chemistry before…
CATL widens global EV battery lead to 39.4% as Korean share slips
Seven Chinese producers took 73.3% of global volume through August, while North American delivery drops dragged LG Energy…
Samsung SDI and LG Energy double ESS warranties to 20 years in US
The 20-year terms cover containerized grid batteries guaranteeing 70% capacity retention to protect backlogs against Chinese…
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…
Ultium Cells to build first prismatic LMR battery line in US
The $1 billion joint venture upgrade in Tennessee pivots LG Energy Solution and General Motors toward high-manganese cells to…
Samsung SDI clears UL fire safety test for utility LFP battery systems
The containerized SBB 2.0 system demonstrated zero fire propagation in testing, advancing plans to produce cells at its Indiana…
BYD launches 1,000-hp electric truck to challenge Tesla Semi
The 44-metric-ton ETT 44 tractor pairs a 651 kWh Blade Battery with 20-minute flash charging to enter European long-haul freight…
BYD readies solid-state battery road trial as rivals advance
The Chinese automaker clarified its deployment schedule following reports of road trials, confirming a demonstration run ahead of…
BYD readies 300 kW Flash Charging for entry Seagull city car
The automaker aims to bring nine-minute charging to sub-$15,000 cars, stepping up pressure on foreign rivals relying on slower…
BYD hires 8,000 workers in Xi'an to lift export production
The Chinese automaker is expanding assembly staff across five manufacturing zones after line retooling, matching surging overseas…