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Energy

A collection of 61 issues

How BMW and CATL Co-Develop Next-Generation EV Batteries: A Deep Dive

Understanding the structural logic behind one of the auto industry's most consequential supply chain partnerships What Is This Partnership, and Why Does It Matter? When BMW launched its "Neue Klasse" (New Generation) electric vehicle platform, it did not simply place a battery order. It deepened a

China and Japan Chart Opposite Courses Into Brazil's Power Grid Buildout

China's State Grid and Three Gorges entered Brazil as infrastructure owners; Japan's Toshiba built factories for 50 years, then sold them. Now, as a BRL 1.2 trillion grid expansion accelerates, both strategies are converging on the same prize: local manufacturing. The world's largest

PetroChina and Unitree Partner in Robotics JV, Kunlun Takes 60% Stake

A state energy giant's move to control a humanoid robotics venture with Unitree Robotics and Fanjie Intelligence signals a strategic land-grab: whoever sets oilfield acceptance standards controls the procurement pipeline. Beijing's market regulator has disclosed a joint-venture filing showing China National Petroleum Corporation'

ChinaBiz Briefing: Unitree's AI Robot Bet, Apple's China AI Debut, Tencent's 770B Model

China's physical and digital AI stack is compressing timelines simultaneously across five fronts. A humanoid robot ran GPT-6 zero-shot. Apple finally turned on AI for 1.4 billion potential users — only to find domestic rivals had already set the bar. Tencent dropped a 770-billion-parameter

ChinaBiz Briefing: ByteDance's Global AI Push, Chinese EVs Take 23% of UK Sales

China's tech and industrial giants are moving up the value chain on multiple fronts simultaneously — but each faces the same structural ceiling: converting scale into durable, defensible revenue. ByteDance is translating viral AI moments into enterprise contracts abroad; Chinese automakers are flooding the UK market but scrambling to

China's Battery Giants Dominate Europe's Storage Supply Chain—But the Asset Gap Widens

Chinese manufacturers control 76% of global storage integration and supply 65% of Europe's battery cells, yet ownership of the continent's energy assets remains firmly in European hands—a divide that Spain's 1.78GW pipeline is testing in real time. Spain's Official State

ChinaBiz Briefing: MiHoYo's AI Pivot, ByteDance Robots, Unitree's Valuation Squeeze, and Kimi's Apology Crisis

China's technology and capital markets are flashing a consistent signal this week: the strategic bets made in 2021 are now paying out — or extracting their cost. From a Shanghai game studio quietly becoming one of China's most consequential AI investors, to Volkswagen weighing whether to export

NIO Revives In-House Battery Push with EVE, Gotion and CATL

A dual-track battery strategy—outsourced cell production plus an entrenched supply relationship with the world's largest battery maker—reveals how NIO is managing risk as China's EV sector enters a fractious new competitive era. NIO has reactivated its long-stalled proprietary battery program, with media

ChinaBiz Briefing | Battery Swaps Go Multi-Brand, AI Hardware Arms Race, Li Auto Rewrites Supplier Rules, DeepSeek's $13.9B Gamble

China's technology and industrial sectors delivered a week of structural inflection points — not incremental moves. Battery swapping crossed from niche experiment to shared infrastructure play. AI developers abandoned pure software strategies for hardware lock-in. An EV maker rewrote the OEM-supplier contract without building a single factory.

Li Auto Rewrites Battery Supply Chain Rules, Stopping Short of Making Cells

Li Auto used its October 25 Power Day event to seize control of cell design, process data and warranty liability from battery suppliers—a structural shift that Jefferies analysts say positions the automaker as the most replicable upstream integration model among Chinese EV peers, even as near-term costs weigh