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Unpacking China’s cheap battery costs
Catalyst with Shayle Kann
Navigate Subsidies for Competitive Advantage
Maximizing yield in battery manufacturing hinges on adopting novel technologies and improving operational performance. While companies like Northvolt face challenges tied to cost differentials, it is crucial to understand the role of subsidies in shaping the competitive landscape. China has leveraged substantial subsidies, such as low land costs and direct incentives for electric vehicles (EVs) using domestically produced cells, to bolster its battery manufacturing sector. These strategies have not only reduced production costs but also incentivized local automakers to utilize Chinese cell manufacturers. As Western nations like the U.S. and various European countries seek to emulate these practices through initiatives like the Inflation Reduction Act (IRA), understanding the specific forms and impacts of subsidies will be vital for fostering competitive parity in the global battery market.
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