Chinese EV Makers Build 26 EU Plants to Bypass 27% Tariffs
Carmakers and cell suppliers accelerate localized manufacturing across the European Union to circumvent countervailing duties,…
Company watch
All companies →Volkswagen
Every EAB briefing that touches Volkswagen — capital spending, plants, M&A, earnings and policy exposure. 10 briefings.
- First seen
- September 16, 2026
- Latest
- October 18, 2026
- With a linked document
- 10 of 10
- Subject of the briefing
- 4
- Named as exposed
- 7
- Desks
- Batteries & EV (7), Trade & Policy (2), Energy & Minerals (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…
France and Germany back subsidy curbs on Chinese hybrid cars in 2026
A joint policy paper proposes 70% European local content rules for electric vehicle subsidies while freezing emissions testing…
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…
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 opens 8,000-square-meter battery service hub in Oslo
The 8,000-square-meter Oslo facility cuts pack repair times to 48 hours and establishes full-lifecycle battery diagnostics across…
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…
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…
CATL and Kuehne+Nagel agree on electric freight logistics
The partnership targets transport decarbonization in Europe, trials heavy-truck battery swapping in China and links energy…
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…