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The BrightVolt Take: CATL’s Customers Are Going In-House

The BrightVolt Take: CATL’s Customers Are Going In-House

Sep 9, 2026 | Battery Technology, Electric Vehicles

On 4 September Li Auto paid 2.65 billion yuan, about $390 million, for 8.79% of Sunwoda EVB — a board seat at China’s seventh-largest battery maker, so it can design its own cells and pay someone else to build them. It is the third premium Chinese carmaker,...
The BrightVolt Take: China Taxed Lithium and Spared Sodium

The BrightVolt Take: China Taxed Lithium and Spared Sodium

Sep 7, 2026 | Battery Technology, Policy & Regulations

On 1 September China started taxing the lithium battery. A 2% consumption tax now sits on every lithium-ion cell made or sold in the country, and it rises to 4% next September. Sodium-ion and solid-state cells pay nothing until 2029. Most of the coverage filed this...
BYD Now Makes More Money Abroad Than in China

BYD Now Makes More Money Abroad Than in China

Sep 2, 2026 | Electric Vehicles, Policy & Regulations

For the first time, BYD earns more from the rest of the world than from China. Overseas revenue reached 181.3 billion yuan in the first half of 2026 — 52.6% of the total, up 34% on a year earlier — while revenue at home fell 31%. The largest maker of electric cars on...
The BrightVolt Take: ‘Anytime Solar’ Is a Ceiling, Not a Fact

The BrightVolt Take: ‘Anytime Solar’ Is a Ceiling, Not a Fact

Sep 1, 2026 | Battery Technology, Renewable Energy, Smartgrids, Solar

Batteries did not unlock “anytime solar” in 2026. The Ember report that coined the phrase found that this year’s battery build could shift 34% of new daily solar generation into non-sunny hours — up from 18% last year. But that number is a...
The BrightVolt Take: CATL Just Made the Cell a Commodity

The BrightVolt Take: CATL Just Made the Cell a Commodity

Aug 30, 2026 | Battery Technology, Policy & Regulations

CATL now sells lithium iron phosphate battery cells from a web page. Pick a 314 Ah cell, and the price is 0.423 yuan per watt-hour — about $63 per kilowatt-hour, no distributor, a 600-cell minimum, shipped in three to five days. More than 1,800 energy-storage firms...
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