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US declairing CATL a banned company

Stircrazy

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Jul 5, 2020
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130
how is this going to affect the price of cells to the US now thet CATL has been placed on the banned company list?
 
According to CNN:

Inclusion on the Pentagon list does not result in any immediate sanctions, but it could affect the reputations of the companies named and hinder their commercial progress, particularly if they want to do business in the United States.
 
According to CNN:
yup I saw that also, but what it does mean is once they enact it they cannot sell in the us, so if this happens is CATL a large enough presence in the US that there absence will cause others to increase prices due to more demand.
 
yup I saw that also, but what it does mean is once they enact it they cannot sell in the us, so if this happens is CATL a large enough presence in the US that there absence will cause others to increase prices due to more demand.
It deals with Chinese military but isn't an arm of the Chinese military, so there's no imminent catl ban pending. Theres a political aspect to this due to Ford trying to get IRA funding for a battery plant using catl owned tech.
 
Tesla and Ford will have a very serious problem
Tesla sources batteries from multiple suppliers. There probably isn’t a single model that doesn’t use cells from two different suppliers except perhaps the 4680 packs, but there will soon be multiple suppliers for those cells also.
 
Tesla sources batteries from multiple suppliers. There probably isn’t a single model that doesn’t use cells from two different suppliers except perhaps the 4680 packs, but there will soon be multiple suppliers for those cells also.
I believe all their LFP battery cells come from CATL. And they are working on bringing some of that in house using catl equipment.
 
Tesla sources batteries from multiple suppliers. There probably isn’t a single model that doesn’t use cells from two different suppliers except perhaps the 4680 packs, but there will soon be multiple suppliers for those cells also.
Tesla is building 2 us lfp plant, fully licensed on equipment and tech of CATL..

who cares about the cars?
Most models that sell well globally are build in china now a days anyway
Their real income is from the grid scale batteries, which use lfp....

Ford is also building a plant, same deal as tesla
 
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Tesla is building 2 us lfp plant, fully licensed on equipment and tech of CATL..

who cares about the cars?
Most models that sell well globally are build in china now a days anyway
Their real income is from the grid scale batteries, which use lfp....

Ford is also building a plant, same deal as tesla
so is this just an announcement Trump is doing for his buddy Musk to reduce competition ?
 
so is this just an announcement Trump is doing for his buddy Musk to reduce competition ?


"SUPPLEMENTARY INFORMATION: Section 1260H of the William M. (Mac) ThornberryNational Defense Authorization Act for Fiscal Year 2021 (Pub. L. 116-283) requires theSecretary of Defense to identify and publish a list of “Chinese military companies” annually untilDecember 31, 2030."


Carry On!
 
so is this just an announcement Trump is doing for his buddy Musk to reduce competition ?
Us based companies tied to the military ( both ford Tesla/space x are) are forbidden to do business with companies on that list..

Drumpf didn't put CATL on that list, rather the current admin ..
I suppose Elmo had this gift comming
 
Tesla is building 2 us lfp plant, fully licensed on equipment and tech of CATL..

who cares about the cars?
Most models that sell well globally are build in china now a days anyway
Their real income is from the grid scale batteries, which use lfp....

Ford is also building a plant, same deal as tesla
He was also supposed to release a new Tesla roadster in 2019, I don’t take any news about future plans seriously until it’s complete.

I think Tesla stopped offering LFP in model 3/Y because fed rebates and unable to source local cells. Time will tell if that speed things up.
 

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