New Energy Vehicles (NEVs) in China

O

Overbom

Brigadier
Registered Member
escobar said:
China Seeks Extra Scrutiny of Ford-CATL Deal on IP Concerns. The plan, which has already been examined by lower-level officials in China, is getting this extra layer of national-level scrutiny because of the significance of the deal and its implications for US-China relations,
https://twitter.com/i/web/status/1626228462414614530
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Good. Ban advanced battery tech from getting exported. CATL should be given the choice of Mexico with advanced tech, or US with older tech
 
supercat

supercat

Colonel
escobar said:
China Seeks Extra Scrutiny of Ford-CATL Deal on IP Concerns. The plan, which has already been examined by lower-level officials in China, is getting this extra layer of national-level scrutiny because of the significance of the deal and its implications for US-China relations,
https://twitter.com/i/web/status/1626228462414614530
Click to expand...
Ford CEO doesn't think there is an alternative for LFP battery. So it's either a Chinese LFP supplier, or another supplier from S. Korea, Japan, or the US itself. Chinese regulators may approve the deal if it does not involve the most advanced LFP battery technologies. On the other hand, Rubio would really be an imbecile if he thinks CATL will get technology know-how from Ford instead of the other way around.
https://twitter.com/i/web/status/1626218615879131137
 
tphuang

tphuang

General
Staff member
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Overbom said:
Good. Ban advanced battery tech from getting exported. CATL should be given the choice of Mexico with advanced tech, or US with older tech
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If you read further in the twitter thread, they think blocking it is unlikely. But it's good to have a process involved in reviewing these things so that CATL doesn't get too careless. After all, Japan and Korea have their own process also.
the thing is battery technology is moving so fast these days that the most advanced today won't be all that advanced a year from now. So, I would caution people from getting too nervous about these things.
 
O

Overbom

Brigadier
Registered Member
If the news of a free trade pact with Israel is true, we could see abolishment of the 7% duty on importing cars from China
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Israel and China are close to completing negotiations on a free trade agreement, which could be signed this year. The Chinese had planned for the pact to be signed last year, but the lockdowns because of the Covid-19 pandemic and the inability to conduct face-to-face meeting led to delays in the talks.

Within the next two months, a further meeting will be held between the teams formulating the agreement. Internal sources describe it as "one of the most decisive meetings", at which further technical details will be ironed out. The agreement is expected to upgrade trade between Israel and China, which is now Israel’s main trading partner
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Among other things, the agreement will put an end to the 7% duty levied on Chinese cars imported into Israel, although it is not clear whether this will have any material effect on prices, given the weakness of the shekel and rising prices of electric vehicles in China itself.

Last year, imports of Chinese cars (including Tesla cars manufactured in China) rose by 276%. Deliveries totaled 25,238 representing 8% of all deliveries. In the past three months, Chinese-made electric vehicle models have led the table of deliveries by model in Israel. Last year, China became the world’s second largest vehicle exporter, after Germany, exporting over one million vehicles.
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The Ministry of Industry, Trade and Labor stated in response: "The negotiations on a trade agreement with China are proceeding according to the original timetable."
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K

KYli

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Officials in China will also check that individuals sanctioned by the country as part of its tit-for-tat with the US aren’t involved in the Ford-CATL project, seen as a boost for Michigan’s once-dominant automotive industry. China has sanctioned a range of individuals amid frictions with the US, including former Commerce Secretary Wilbur Ross, a raft of Trump administration staff and top executives at Boeing Co. and defense contractor Raytheon Technologies Corp.
 
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