It probably involves giving up some trades secret and tech transfers and setting up manufacturing facilities in SC. Same as what Trump's initial trade proposal of demanding China not to pursue high tech and to the lesser extent what Taiwan and Korean semiconductor companies are forced to do right now.
New Energy Vehicles (NEVs) in China
- Thread starter supercat
- Start date
SteelBird
Colonel
Giving up trade secrets and tech transfer are what I call "no win-win". It's a win-lose situation for the long run that China will lose all its advantage to the US in batteries industry. Further, I've heard some time about China holding some patents regarding battery which are going to expire soon. I wonder what are those patents?
Weren't those patents related to LFP batteries?
SteelBird
Colonel
Yes, but I don't know exactly what those patents are and what will happen when they are expired.
I wouldn't be that concerned about it. Chinese companies will know how much they are willing to share. More importantly, China won't be making latest state of art technology in other countries. Even beyond that, China is looking to get every country hooked on its supply chain. It should be confident of being able to stay in from of American companies without the same engineering team and researchers. This kind of JVs actually end up crushing new American startup efforts. Let's put it this way. If all the battery plants in America are using Chinese supply chain, then China won.
Atto 3 in Singapore
Yuan+ in Colombia
Eve Energy building battery factory in Malaysia. This is not very big. I think we will them offshore some more of these factories in friendly countries
Gotion reports large energy storage orders. There was also that order of $1.4 billion from US customer for CATL. This is the market that people often forget to mention.
Wise words from Xiaomi. You need to be top 5 in EV sales to succeed.
I notice when it comes to re charging, most people seem to charge to 80% because the charge rate slows down for the last 20%.However sometime back I think I read that was the recommended thing to do for safety reasons, howeverwith BYD batteries, one can recharge them fully recharge them. Is this still the case.
supercat
Major
There have been universal industrial espionage ever since there were industries. Now it's harder and harder to keep trade secretes because of the problems with cyber security. The only way to stay ahead of your rivals with certainty is to out-innovate and out-compete against them. I think China is capable of doing so with NEV technologies now and in the foreseeable future.
You can certainly charge LFP batteries to 100% more often than you can do with non-LFP batteries. However, I don't think it's recommended to do so all the time, even with LFP batteries.
Chinese NEV makers really pay attention to safety nowadays. Ora Funky Cat got EURO-NCAP 5-star safety rating a few weeks ago. Here is another Ora Cat undergoing their internal rollover test:
Personally, the alleged BYD Sea Lion, future Tesla Model Y competitor, with its relatively short front overhang, looks good to me:
It's not just cybersecurity. It's communications and people flows in general eg. Cheap air travel and the internet which has really improved in the past 20 years.
"Tesla advises that its cars with LFP batteries should be charged to a 100% at least once per week to calibrate them and avoid range misestimations like the ones that recently happened during a cold snap in Canada. "Until calibrated, displayed range may under or overestimate compared to distance driven," advises Tesla