Europe’s Read of the Trump-Xi Summit: Battery and Critical-Mineral Assumptions Buyers Must Re-check
Information date: 29 September 2026 — On 5 June 2025 the People's Daily reported that Vice-President Han Zheng met the US delegation to the China-US high-level track-two dialogue, the same day Xi Jinping signed an order
China Battery Supply FAQ: Chemistry, Certification and Traceability
Information date: 14 September 2026 — China is a major source of lithium-ion cells, packs and battery management systems, and buyers routinely ask whether a supplier's chemistry, capacity claims and safety certificates w
China EV battery standard changed on 1 July 2026: Compare supplier evidence, not certificate titles
Information date: 1 September 2026 — China’s official national-standard portal records GB 38031-2025, “Electric vehicles traction battery safety requirements,” as a mandatory standard published on 28 March 2025 and effec
CATL’s Yichun Lithium Mine Stays Shut: What It Means for Foreign EV and Battery Buyers
The world's largest proven lepidolite lithium mine has been idle for 12 months as restart awaits permits. Why this single Yichun permit decision is one of the most important supply signals in the global battery chain.
What China’s Solar Slowdown Means for Foreign Clean Energy Companies: 2026 Update
China's new solar installations are projected to fall 15-20% in 2026 as feed-in tariffs give way to market-based pricing. This sector intelligence briefing maps which foreign clean energy companies win and lose in the transition — and the 3-point pivot required.
U.S. Probes Chinese Battery-Material Makers as CATL Revenue Surges 57% — EV Supply Chain Alert
The U.S. International Trade Commission launched patent violation investigations into three Chinese battery-material makers just as CATL reported a 57% revenue surge. With China controlling over 80% of global cathode production, here's what foreign automakers and battery supply chain companies should prepare for.