Episode 96 - Ford & CATL vs. IRA, Ranking ABB for 2023, XPeng Products for 2023
China EVs & More
Is CATL Protecting CATL?
CATL is the global leader in battery cell manufacturing, let's just say full stop. In order to maintain that title, they still need to build more facilities in North America because you can't just supply it to China and still be the global leader. I think BYD would overtake them eventually. And so, yeah, Ford, you're absolutely right. Ford is providing them cover fire in order to enter the United States.
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