Korean battery makers lose market share as Chinese LFP cells surge
Combined volume for LG Energy Solution, SK On and Samsung SDI fell 12.8% outside China despite a 23.7% rebound in non-domestic…
Company watch
All companies →Ford Motor
Every EAB briefing that touches Ford Motor — capital spending, plants, M&A, earnings and policy exposure. 9 briefings.
- First seen
- September 8, 2026
- Latest
- October 25, 2026
- With a linked document
- 9 of 9
- Subject of the briefing
- 2
- Named as exposed
- 7
- Desks
- Batteries & EV (5), Trade & Policy (2), Energy & Minerals (1), Robotics (1)
Indonesia nickel probe ties carmakers to deforestation in Sulawesi
European investigative findings show untracked Indonesian nickel ore flowing through Chinese refiners to global battery makers…
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…
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…
Inbolt raises $12.5 million for robot vision in auto plants
The French robotics startup will deploy 3D vision guidance across automotive manufacturing lines in the United States and the…
CATL develops tall pickup batteries to bypass US tariffs
Tests conducted by American automakers show the Chinese supplier is targeting commercial trucks through technology licensing to…
SK On signs 9 GWh US storage battery deal with NeoVolta Power
The five-year agreement covers lithium iron phosphate cells from Georgia, shifting manufacturing volume toward utility storage as…
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…
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…