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Energy

A collection of 36 issues

China's Automakers Launch Branded Batteries, Reshaping EV Supply Chain Beyond CATL's Shadow

Xiaomi, Li Auto and Huawei's Aito are deploying proprietary battery systems with full-stack process control, directly challenging the "Intel Inside" dominance of Contemporary Amperex Technology (CATL) and forcing second-tier cell makers into an ODM-style subordinate role. The shift crystallized on July 30, 2026,

Rept Claims Global No.1 in Residential Storage as H1 2026 Revenue Surges Up to 60%

A nine-year-old Chinese battery maker that only turned profitable in 2025 has quietly outmaneuvered larger rivals to capture the top global position in residential energy storage cells — and its financial trajectory suggests the lead is widening, not narrowing. Rept Battero Energy, the battery unit backed by Tsingshan Holding

BYD Secures Poland's Largest Grid Storage Project

BYD is pivoting from a traditional hardware exporter to a strategic co-developer of European grid infrastructure, sealing a joint development agreement with Greenvolt Power to construct Poland's largest single battery energy storage facility. The Siedlce-based project, boasting a total planned capacity of 600MW/2.4GWh, marks

China's Lithium Battery Exports Hit $40B in Jan-May 2026, Even as Unit Prices Scrape Historic Lows

Price deflation is decelerating sharply — but the real story is a structural re-routing of trade flows that is permanently redrawing the global battery supply map. China's lithium-ion battery exports surged 45% year-on-year to US$40 billion in the first five months of 2026, powered

Nomura: ESS and Robot Batteries to Drive the Next Battery Boom as China Dominates

Nomura published a sweeping 50-page anchor report on the global battery sector on June 24, 2026, laying out what the Japanese investment bank describes as a fundamental structural shift in the industry — one defined less by raw volume growth and more by diverging competitive strategies across China, South Korea,

ChinaBiz Briefing | Alibaba vs ByteDance AI Video Battle, Compute Crunch, and CATL's UK Debut

China's tech and industrial sectors delivered a dense set of signals on June 23: Alibaba and ByteDance traded blows in AI video generation, the structural cost crisis inside China's AI model industry came into sharper focus, CATL extended its battery infrastructure ambitions into the UK, XPeng

CATL Partners With Octopus Energy to Build UK Heavy-Truck Battery-Swap Network

Contemporary Amperex Technology (CATL) and UK energy company Octopus Energy have established a joint venture to build a commercial heavy-truck battery-swapping network across the United Kingdom, marking the first overseas deployment of CATL's Qiji battery-swap platform. The two companies announced the partnership on June 22,

China Energy Storage Sales Surge 52.7%, Outpacing EV Demand

China's battery industry is undergoing a structural power shift: energy storage is no longer a secondary market but an accelerating second engine that is growing at 2.5 times the pace of EV batteries — a divergence that carries direct implications for capital allocation, supply chain strategy, and the

ChinaBiz Briefing | Nio’s Profit Pivot, Tesla FSD’s Ripple Effect, and the AI Battery Boom

China’s hyper-competitive technology and automotive sectors are entering a new phase of ruthless efficiency and margin protection. From Nio and Xiaomi recalibrating their EV strategies for profitability, to NetEase funding long-cycle game development, companies are decisively abandoning cash-burning volume grabs. Meanwhile, the impending arrival of Tesla’

Global ESS Battery Shipments Double as AI Data Centers and Geopolitics Rewire Supply Chains

Global energy storage system (ESS) battery shipments surged 109% year-over-year in the first four months of 2026, driven by artificial intelligence data center (AIDC) power demands and geopolitical energy realignments. The 310-gigawatt-hour (GWh) output recorded from January to April indicates the sector is tracking significantly ahead