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…
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Every EAB briefing that touches Contemporary Amperex Technology — capital spending, plants, M&A, earnings and policy exposure. 7 briefings.
Grid Storage Costs Diverge Across East Asia as Safety Rules and Balance of System Shape Pricing
Turnkey battery system capital expenditures in China undercut Japanese and South Korean installations by more than half due to…
China Tightens Dual-Use Graphite Export Licensing for Anode Supply Chains
Ministry of Commerce reviews stretch to 75 days as overseas battery makers face granular end-user documentation rules for…
Korea Cuts EV Subsidies on Low Energy Density Cells, Squeezing LFP Imports
Revised environmental criteria tie state purchase grants to cell density and metal recovery, reducing consumer payouts on…
BYD and Geely expand Southeast Asian assembly lines to build regional export hubs
Chinese electric vehicle manufacturers scale localized parts procurement across Thailand and Indonesia to meet ASEAN tariff…
Japan tenders economic security subsidies for synthetic graphite anode substitutes
METI opens dedicated funding rounds for silicon-dominant and hard-carbon anode projects to insulate domestic battery lines from…
LG Energy Solution converts EV lines to accelerate ESS LFP pouch cell output
The South Korean battery maker is ramping dedicated stationary storage capacity in China and the United States to secure…