CATL topped the list, with battery cell shipment surging 93 percent from a year earlier to 192 GWh in 2022.
https://www.autonews.com/china/which-chi...-suppliers
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https://www.autoblog.com/2022/08/02/chin...si-taiwan/
China's CATL delays American plant as Pelosi visits Taiwan
A giant Chinese supplier of electric-vehicle batteries decided to push back announcing a multibillion-dollar North American plant to supply Tesla Inc. and Ford Motor Co. due to tensions raised by House Speaker Nancy Pelosi’s trip to Taiwan, according to people familiar with the matter.
>Contemporary Amperex Technology Co. Ltd., the world’s biggest maker of batteries for electric vehicles, has been considering at least two locations in Mexico near the Texas border, as well as sites in the US, for the plant. China’s CATL has been in an advanced stage of site selection and negotiating incentives, in anticipation of announcing its selection in the coming weeks.
CATL now plans to wait until September or October to make the announcement, the people familiar with the process said Tuesday, asking not to be identified as the information isn’t public. The concern is that an announcement could stoke tensions at a sensitive time in US-China ties amid the controversial Pelosi visit to Taiwan, they said.
A representative for CATL didn’t immediately respond to requests for comment. Tesla also didn’t respond to requests for comment. Ford declined to comment.
Shares of Tesla trimmed earlier gains, trading up 0.8% to $899.11 as of 1:36 p.m. in New York. Ford fell into negative territory, declining 0.7% to $15.24.