New Energy Vehicles (NEVs) in China

tphuang

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HighGround

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How about CATL's factory deal with GM and Ford? These plans are still on hold due to US politics.
It’s still being built. They’ve scaled it back in size because EV demand is lower than expected.

My personal opinion is that this is a strategic mistake. They’re going to regret reducing output.
 

supercat

Major
Europe needs China's battery expertise because the scale-up of EV battery production is hard. Northvolt is not the only European battery maker in trouble.

Europe’s Big Battery Ambitions Are Failing, and China Is Benefiting​

Northvolt’s cash crunch and local factories getting canceled undermine the region’s push to reduce reliance on Asia.
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Fang Cheng Bao will have a Tai lineup, as well as the Bao series. Instead of Bao 3, there will be a Tai 3.
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BYD is not the only one.

China's BYD to focus on plug-in hybrid cars in European expansion​

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Geely, SAIC-GM-Wuling, Changan, and Chery did well in November.
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Lethe

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Things are moving so quickly in EVs and especially in software-defined driving dynamics. Such a software update would simply be impossible in a traditional car. This is a car already for retail sale in Mexico. They were probably pretty confident in the dynamics. Even the best plans don't always go accordingly.

There do seem to be some underlying engineering limitations that translate to Shark not offering the same level of off-road capability as some full-featured ICE utes.
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video goes into some detail regarding Shark's torque deficit relative to ICE vehicles with low-range gearing and differential locks and how that relates to the limitations encountered whilst hill-climbing. The FCB Leopard 5 that Shark is based on does have differential locks, so there is clearly some cost-cutting and tailoring to specific intended use scenarios going on.

So far as I can tell, BYD Shark is indeed a highly compelling package, including more off-road capability than the great majority of prospective owners will ever require. But it is nonetheless a somewhat different package compared to the mid- and upper-spec ICE utes that it is most directly competing against, which means that BYD has the additional challenge of crafting a unique narrative about this vehicle that effectively communicates what it is and who it is for.
 
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