Neil Beveridge: CATL, The Road to Battery Market Dominance
In the Know
00:00
Competition, Capacity, Customers, and Margins
Market share dynamics and rivals (BYD, LG, Panasonic), CATL vs BYD differences, aggressive capacity expansion to 1,000 GWh by 2027, broad OEM customer base, high utilization (80%) and strong margins.
Transcript
Play full episode
