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CATL: China's Battery Giant Faces Global Hurdles
24 Dec, 2025
Summary
- CATL, the world's largest EV battery maker, faces slowing Chinese market growth.
- US policies and geopolitical tensions create significant barriers for CATL's expansion.
- CATL's founder, Yuqun Zeng, is among the world's wealthiest individuals.
Inside CATL's massive Ningde facility, robot arms meticulously coat foils for lithium-ion batteries, a process overseen by human inspectors to ensure zero defects. This manufacturing hub produces enough batteries annually to power one million Tesla Model Ys, solidifying CATL's position as the supplier for over a third of global EVs from brands like BMW, Ford, and Honda.
However, this unparalleled success brings challenges. With China's EV market growth slowing and a potential battery manufacturing surplus looming, CATL is expanding into Europe and Southeast Asia. Yet, the company encounters discouragement from US policies and growing skepticism from European nations regarding reliance on Chinese technology.
CATL's founder, Yuqun Zeng, emphasizes a "Plan B" strategy, focusing on continuous innovation and broader applications for batteries. Despite past successes, including supplying Apple's iPod, CATL's future expansion hinges on navigating geopolitical complexities and finding new markets beyond China, as exemplified by its German and upcoming Hungarian factories.
