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Auto execs are coming clean: EVs aren't working

superpower

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If the US bans CATL batteries, they'll be screwing their own EV industry - cutting off its nose to spite its face



CATL, the little-known Chinese battery maker that has the US worried

It is the world’s biggest battery maker, it powers electric vehicles for Tesla, Volkswagen and BMW, and its EV technology is miles ahead of US offerings, say experts

Amy Hawkins Senior China correspondent
Mon 18 Mar 2024 15.52 GMT

The world’s two superpowers are so intricately linked that it’s hard to think of a pillar of the economy that hasn’t been strained by tensions between the US and China.
And the next frontline in the economic conflict may be the most fundamental yet: a fight for power itself.

A Chinese company that most people have never heard of is at the heart of the global race to store the clean energy needed to power the green transition in the US and the rest of the world.
https://www.theguardian.com/busines...ttery-from-sweden-may-cut-dependency-on-china
China’s Contemporary Amperex Technology Co Limited, or CATL, is an energy storage specialist that is the world’s largest battery maker for electric vehicles (EVs). But despite the fact that the company controls nearly two-fifths of the world’s EV battery market – and has powered cars made by brands including Tesla, Volkswagen and BMW – it has long flown under the radar of US politics. Until now.

In February, Duke Energy, a US energy company that serves more than 8 million customers, said it was phasing out the use of CATL batteries. Duke said it would replace the CATL products with technology from a “domestic or allied nation supplier”.

A model of CATL’s Evogo battery swapping station at the Shanghai auto show in 2023

A model of CATL’s Evogo battery swapping station at the Shanghai auto show in 2023.Photograph: Bloomberg/Getty Images

The decision came after lawmakers had raised concerns about the use of CATL batteries at a Marine Corps base, Camp Lejeune, in North Carolina. Duke, which provides electrical infrastructure to the military base, disconnected the CATL batteries in December and now plans to decommission them entirely, as well as phase them out from civilian projects.

Ford has also come under fire for doing business with CATL. A deal between the two companies to build a factory in Michigan to produce low-cost lithium iron phosphate batteries for EVs using CATL technology has repeatedly been questioned by US lawmakers. Marco Rubio, the vice-chairperson of the Senate intelligence committee, said the plan would bring “America’s greatest geopolitical adversary into the heartland” . In November, Ford scaled down its plans for the plant, reducing its capacity by about 40%.

“This is new,” says Tu Le, the founder of Sino Auto Insights, a consultancy, of the recent scrutiny on CATL. “This is not something that had been talked about or discussed by the US government. There were never any concerns before.”

CATL’s headquarters in Ningde, south-east China

CATL’s headquarters in Ningde, south-east China. Photograph: Imago/Alamy

US is ‘years behind’​

Le says there is an increasing pressure on US companies not to use any Chinese batteries, “but if the US is going to be competitive on the global stage with EVs, through 2030 they’re going to have to use Chinese batteries”.

Critics are worried that using CATL batteries may create a dependence on Chinese technology that could become a vulnerability in the event of souring relations between Washington and Beijing. There are also concerns that US tax subsidies for green technology could flow towards Chinese entities.

Regardless, experts agree there is no clear roadmap for the US to decarbonise its streets without cheap Chinese EV batteries – most likely from CATL or its main rival, BYD.

aerial view shows cars parked at the Tesla Fremont Factory in Fremont, California.

Tesla, which already uses CATL batteries, is reportedly planning to open a new battery factory using CATL machinery in Nevada this year. Photograph: Josh Edelson/AFP/Getty Images

Le says: “The national security aspect of it needs to be examined. That’s part of due diligence. But we also know that we don’t want to cut our nose off to spite our face either.”

CATL declined to be interviewed, but referred the Guardian to a statementpublished in December: “Accusations about CATL batteries posing security threats are false and misleading. As a global technology company, CATL welcomes responsible discourse on important safety and security issues, and we take questions about our business seriously. CATL’s business and products in the US do not collect, sell, or share data, and cannot directly interact with electrical grid or any other critical infrastructure.”

Le says many Chinese companies are “anxious” to see who the US will elect as their next president in November. But although Washington is unlikely to look favourably on firms such as CATL any time soon, US companies may struggle to find alternatives. Tesla is reportedly planning to open a new battery factory using CATL machinery in Nevada this year.

https://www.theguardian.com/world/2024/mar/18/catl-chinese-battery-maker-evs-electric-vehicles
 
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Eisenhut

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The idea is to charge during off peak so costs, are lower. During the night.

Is there enough public charging if everyone thinks to charge at night? Even in Europe, not enough public charging. Unless you have a house and build your own charger( state guve subsidy)
 

blackmondy

Alfrescian (Inf)
Asset
Imagine if planes run on batteries and not fuel, death will be immediate when exploding mid-air. If the explosion doesn't kill you, the lack of oxygen at high altitude surely will.
 

superpower

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https://www.straitstimes.com/asia/se-asia/china-s-byd-pulls-ahead-of-tesla-in-indonesia-s-ev-market

China’s BYD pulls ahead of Tesla in Indonesia’s EV market

car2.JPG

BYD’s Dolphin enters the Indonesian market at a competitive price of around 400 million rupiah (S$34,000). PHOTO: REUTERS
wahyudisoeriaatmadja.png

Wahyudi Soeriaatmadja
Indonesia Correspondent
UPDATED

MAR 29, 2024, 04:53 PM

FacebookTelegram

JAKARTA – As American carmaker Tesla and China’s BYD Automobile compete neck and neck in most parts of the world, the Shenzhen-headquartered company is now in pole position when it comes to the electric vehicle (EV) race in Indonesia.

In January, the Chinese EV maker started utilising a government tax break to ship three of its models – Dolphin, Atto 3 and Seal – to Indonesia, South-east Asia’s largest economy, which boasts a population of 280 million.

In April, BYD will set up its first assembly plant in West Java province – in a 108ha plot of land strategically located near the new Kertajati airport and Patimban seaport, a person with knowledge of the plan told The Straits Times.

According to checks by ST, the area could be in the district of Subang, where basic infrastructure is relatively more developed and where the 2,700ha Smartpolitan industrial estate is being built by a private company.

The Indonesian government has said that the Chinese EV maker will invest US$1.3 billion (S$1.75 billion) to build the manufacturing facility, which has the capacity to produce 150,000 vehicles a year.

When contacted by ST, Mr Nathan Sun, director of operations at BYD Indonesia, declined to comment and said he is not authorised to speak on this matter.

The Indonesian government is dangling waivers of 50 per cent off import tariffs and another 15 per cent off the luxury goods tax – which applies to vehicles – in front of EV makers, from 2024 until the end of 2025.
 

Byebye Penis

Alfrescian
Loyal
EVs are 15-30% heavier than ICE vehicles. Tire manufacturer Michelin said conventional tires on electric vehicles consume tires 20 percent faster than on a gas-powered car — a figure commonly cited by EV makers as well — but Goodyear also has said they could wear up to 50 percent faster. Some studies have shown that tires actually have more particle pollution than exhaust, 2,000 times as much. “Tires are rapidly eclipsing the tailpipe as a major source of emissions from vehicles,” said Nick Molden, to the Guardian who conducted one study with Emissions Analytics.

https://www.wsj.com/articles/electr...-california-ban-gas-powered-vehicles-521b29e3

Electric cars release MORE toxic emissions than gas-powered vehicles and are worse for the environment​

https://www.dailymail.co.uk/science...-pollution-worse-exhaust-emissions-study.html
 

Hightech88

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GM and Ford also gave up on EVs and focusing on using new engine technology liao...:

Biden said previously that EVs are the future, how is he feeling now? LOL

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Byebye Penis

Alfrescian
Loyal

Hybrids better than Pure EVs?
Hybrids can reach >16km per liter

EV batteries are like 5-10x more expensive than Hybrid.

Many Hybrid cars comes with ten years battery warranty in Singapore now. Considering EVs need 1-2 change/repair of battery in ten years 150,000km, overall running costs should be similar.
 
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