Proposed blacklist of China’s CATL batteries may cause fatal harm

Video: Proposed blacklist of China’s CATL batteries may cause fatal harm to Tesla, VW, Ford, GM, BMW, and Mercedes 擬議的中國CATL電池黑名單可能對特斯拉、大眾、福特、通用、寶馬和梅賽德斯造成致命傷害

https://www.bloomberg.com/news/articles/2024-03-25/catl-chairman-will-keep-expanding-in-the-face-of-slower-ev-growth
https://www.bloomberg.com/news/articles/2024-03-25/catl-working-with-tesla-on-fast-charging-cells-supplying-nevada
https://www.zerohedge.com/markets/tesla-risk-marco-rubios-push-blacklist-chinese-battery-firm-catl
https://www.greencarreports.com/news/1142723_gm-seeks-american-catl-ev-battery-deal
https://growthdragons.substack.com/p/china-commanded-63-of-ev-battery
https://itif.org/publications/2023/10/12/stronger-semiconductor-export-controls-on-china-will-likely-harm-allied-semiconductor-competitiveness/

Key US lawmakers are demanding that US Defense Secretary Lloyd Austin place Chinese EV battery maker CATL on the blacklist under the NDAA. This would effectively bar CATL from producing Electric Vehicle batteries in and for the US market.

But CATL supplies batteries to virtually all carmakers, including our own. Tesla is working with CATL to expand production in Nevada, to produce models under $25k. Ford and CATL are jointly building a plant in Michigan, and GM is strongly considering doing so.

Carmakers in friendly countries also rely heavily on CATL to produce low-cost batteries. Volvo, BMW, and Mercedes are heavy buyers of CATL, with large US manufacturing and marketing operations.

美國主要議員要求美國國防部長勞埃德·奧斯汀將中國電動車電池製造商寧德時代列入 NDAA 的黑名單。 這將有效阻止寧德時代在美國市場生產電動車電池。

但寧德時代幾乎向所有汽車製造商供應電池，包括我們自己的汽車製造商。 特斯拉正與寧德時代合作擴大內華達州的生產，生產 2.5 萬美元以下的車型。 福特和寧德時代正在密西根州聯合建設一家工廠，通用汽車正在強烈考慮這樣做。

友善國家的汽車製造商也嚴重依賴寧德時代生產低成本電池。 沃爾沃、寶馬和梅賽德斯是寧德時代的重要買家，在美國擁有大量製造和行銷業務.