BYD Commits Over $1B to Brazil EV Manufacturing
The Chinese automaker's Sept. 25 pledge builds on a $1.1 billion first-phase plant already targeting 150,000 vehicles a year by…
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)
BYD targets 2027 solid-state battery debut in luxury fleet
FinDreams aims to deploy 400 Wh/kg sulfide cells across 1,000 test vehicles before scaling commercial output toward 2030…
CATL targets 2027 pilot output for all-solid-state batteries
The Chinese battery maker faces severe chemical barriers and high precursor costs as Samsung SDI and Toyota race to commercialize…
Chinese EVs capture 35% Korea market share under 8% tariff
Automakers urged lawmakers at a National Assembly forum to enact domestic production tax credits after shipments from Shanghai…
SK On signs $118 million LFP cathode supply deal with L&F
The multiyear contract provides cathode feedstock from Daegu for battery lines in Seosan and Georgia as Korean cell makers…
LG Energy Solution validates cobalt-free LMR battery cells
A joint study with Seoul National University demonstrates 92.2% energy retention over 883 cycles in 40-ampere-hour pouch cells by…
BYD launches 62 MWh GC Block for utility-scale power grids
The modular grid-forming energy storage platform integrates 1,980-ampere-hour blade cells to lower power plant installation…
BYD plans three European car plants to counter EU tariffs
Special adviser Alfredo Altavilla confirmed Sept. 16 that the Chinese carmaker seeks three assembly facilities and a battery cell…
China and South Africa advance battery mineral refining pact
Beijing seeks overseas processing hubs to bypass Western trade barriers as Pretoria demands that refiners add value to its 37%…
BYD confirms solid-state battery car test for 2027 rollout
Executive Vice President Stella Li clarified the timeline involves demonstration models rather than commercial trucks, targeting…
Lotus absorbs 18.8% EU tariff to defend European deliveries
The Zhejiang Geely affiliate relies on hybrid models and parent capital to absorb Brussels import duties after reporting a $151…
BYD deploys 12-minute cold-weather LFP battery in Formula S
Fang Cheng Bao sets a Sept. 16 commercial launch for its sedan line, bringing 1,500-kilowatt cold-weather charging to an LFP…
BYD expands Blade batteries to industrial rail locomotives
FinDreams Battery and Changsha Fusheng will jointly adapt automotive lithium iron phosphate cells for shunting engines, targeting…
Panasonic Energy unveils 150 C solid-state prismatic battery
Sample shipments of the heat-resistant cells begin by December, targeting factory machinery and automotive sensors to cut cooling…
Tesla sweeps Canada EV import quota as Chinese makers wait
Ottawa rolled over 8,897 unused vehicle slots on Sept. 1 into a 33,397-car window, leaving Elon Musk's Shanghai plant as the main…
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…
BYD tests Ti7 in Canada with second-generation Blade battery
A leaked evaluation sheet shows an all-wheel-drive plug-in hybrid setup that the Shenzhen automaker has not deployed in its…
US warns Ford over Chinese battery ties with CATL and Geely
Transportation Secretary Sean Duffy cited Marshall factory licensing and European joint ventures in an official letter as Ford…
BYD launches 130 kWh LFP pack in Denza SUV with 960 km range
The 3.1-ton N8L EV brings high-capacity blade cells into luxury three-row SUVs, challenging the range monopoly held by…
Hungary halts CATL and BYD plant work as environmental rules tighten
Worker nickel exposure at Debrecen and toxic soil probes in Szeged disrupt Beijing's European EV supply chain after Hungary's…
Battery makers widen aerogel sheet adoption as EV thermal propagation rules tighten
Stringent fire safety mandates in China, Europe, and the United States push automakers and cell suppliers toward thin silica…
Korean cathode makers retool production lines for LMFP chemistry as price war spreads
LG Chem, EcoPro BM, and POSCO Future M accelerate manganese-doped phosphate materials to defend mid-tier electric vehicle supply…
JCET expands automotive radar SiP packaging lines to capture ADAS sensor demand
China's largest OSAT is ramping high-density system-in-package capacity for 77 GHz millimeter-wave modules at its Jiangyin plant.