New Energy Vehicles (NEVs) in China

[siegecrossbow]

CATL signed the agreement with Bolivia for developing its lithium reserves. They will use China's DLE technology, and raise the production from 543 tons last year to more than 40,000 tons in 2025.

https://twitter.com/i/web/status/1623064139693191170

 

[tphuang]

Is sodium ion battery going to avoid using lithium as ingredients? China's adversaries are increasingly trying to hoard lithium and deprive China of lithium supply from south America.

it's going to avoid lithium, because it's sodium ion battery!

Where did you read China is going to be deprived of lithium supply? Do you know that China imports a lot of lithium from Australia and refine them?

 

[tphuang]

CATL signed the agreement with Bolivia for developing its lithium reserves. They will use China's DLE technology, and raise the production from 543 tons last year to more than 40,000 tons in 2025.

https://twitter.com/i/web/status/1623064139693191170

I discussed this before. CATL is not exactly a leader in developing lithium mines. Bolivia itself is also a basket case with not many success stories. Some caution here is needed. If it works out, then great, but there is a reason why most of the mining comes from Chile.

 

[ACuriousPLAFan]

Bolivia itself is also a basket case with not many success stories.

Bolivia is prone to political instability and coups?

 

[tphuang]

clean sweep for China EV Inc in Thailand. Would look even more impressive if not for the production issues this month from covid and CNY.

https://twitter.com/i/web/status/1623158235115974656

Japanese automakers are crying now.

 

[henrik]

I discussed this before. CATL is not exactly a leader in developing lithium mines. Bolivia itself is also a basket case with not many success stories. Some caution here is needed. If it works out, then great, but there is a reason why most of the mining comes from Chile.

Are they exporting lithium to China for processing, or just CATL making the batteries in Bolivia for export?

 

[henrik]

it's going to avoid lithium, because it's sodium ion battery!

Where did you read China is going to be deprived of lithium supply? Do you know that China imports a lot of lithium from Australia and refine them?

This is just the beginning and China should be prepared for these dirty tricks.

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[escobar]

SNE published 2022 data; CATL leads global EV battery market 6 years in a row. Among top 10, 6 are Chinese companies, accounting for 60.4% of total.

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[tphuang]

This is a little wild to me

https://twitter.com/i/web/status/1623315010997956609

Huawei & Tail G bringing harmonyOS and smart vehicle technology to the biggest electric two wheeler producer in China (12 million a year).

 

[Andy1974]

This is a little wild to me

https://twitter.com/i/web/status/1623315010997956609

Huawei & Tail G bringing harmonyOS and smart vehicle technology to the biggest electric two wheeler producer in China (12 million a year).

Maybe the secret is in the helmet? Which can act like AR goggles.