Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas EV Battery War Is Reshaping the Industry
China's electric vehicle battery sector is in the midst of a brutal price war, with manufacturers slashing costs to gain market share. In this episode, Lucas and Luna examine how this competition is reshaping global supply chains, squeezing margins for companies like CATL and BYD, and accelerating the shift to cheaper lithium-iron-phosphate batteries. They discuss the implications for automakers, raw material suppliers, and the broader push toward electrification. With battery prices dropping nearly 30% year-over-year, the episode explores whether this is a short-term shakeout or a…
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