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 →CATL
Every EAB briefing that touches CATL — capital spending, plants, M&A, earnings and policy exposure. 8 briefings.
- First seen
- September 8, 2026
- Latest
- October 12, 2026
- With a linked document
- 8 of 8
- Subject of the briefing
- 4
- Named as exposed
- 4
- Desks
- Batteries & EV (7), Trade & Policy (1)
South Korean battery makers prepare sodium-ion lines for energy storage
Cell manufacturers limit early sodium-ion spending to pilot facilities while targeting 2027 prototype shipments to counter…
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…
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…
Kandi wins second CATL heavy-truck battery swap station order in China
The follow-on deal expands China Battery Exchange's supply role under CATL's commercial vehicle swap network, which targets 900…
CATL opens direct online sales of 587Ah cells at $65 per kWh
The battery maker opened spot orders on its digital storefront at 435 yuan per kilowatt-hour, bypassing resellers and setting a…
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…
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…