A fascinating battery tear down report by consultant McKinsey had some interesting conclusions about the technology and profitability of China’s top battery producers. Building better …
Continue reading “McKinsey China battery tear down – interesting takeaways”
Following its teardown of a VW ID.3 (see later article) Investment Bank UBS has got seriously bullish on the EV sector, raising its long-term EV …
Continue reading “Consensus EV sales, materials price forecasts on the up”
BYD (HKG:1211) has introduced its revolutionary blade battery into the European market for the first time. The Blade was first launched last year in the …
Continue reading “BYD introduces Blade Tech into European market”
South Korea’s largest four cathode makers have announced ambitious plans to more than double their capacity over the next two years, in line with expansions …
Continue reading “South Korean cathode makers to double capacity in two years”
