The Big Picture 1. The Full Ranking (Jan-May 2026) Rank Company Country Share GWh YoY 1 CATL 🇨🇳 40.2% 188.4 +22.9% 2 BYD 🇨🇳 14.4% 67.6 +0.4% 3 LG Energy Solution 🇰🇷 8.7% 41.0 +7.3% 4 CALB 🇨🇳 5.1% 23.8…
The Big Picture 1. The J&T Deal CATL heavy truck battery swap signed its biggest commercial fleet win: 5,000+ J&T Express heavy-duty trucks — batteries, swap station equipment, operations and maintenance. Beyond trucks: light-duty vehicles, electric forklifts, and energy storage for…
The Big Picture 1. What’s on the Table VW China cars Europe is no longer hypothetical. Handelsblatt reports VW has launched a feasibility study. Two candidates: Both would need software and regulatory adaptation. VW is assessing whether its Chinese-developed software meets…
The Big Picture 1. How the Tech-Licensing Model Works CATL Ford US battery plant has no CATL equity. No CATL staff on the floor. Ford owns the building, hires the workers. Output: prismatic LFP cells for Ford’s electric pickups. What CATL…
The Big Picture 1. CATL Battery Alliance: Who Signed Up CATL battery alliance launched during London Climate Action Week. The Global Energy Circular Economy Alliance brings together CATL (world’s largest battery maker), Google (software, data, cloud), Xiaomi (consumer electronics + EV maker), and…
The Big Picture 1. BYD Sealion 6 Korea: The Specs and the Price BYD Sealion 6 Korea is the company’s first hybrid in Hyundai’s home market. Spec Sealion 6 DM-i (Korea) Price 37.5 million won (~$24,430) Engine 1.5L turbo, 96 kW…
The Big Picture 1. Chinese Engine Technology Surpasses Japan: By the Numbers The Nikkei article, titled “Chinese Automakers Rapidly Catching Up with Japanese Rivals in Engine Technology,” does something Japanese media rarely do: it publicly acknowledges that Chinese engineering has surpassed…
The Big Picture 1. CATL Hong Kong Battery Swap: What’s Live Right Now CATL Hong Kong battery swap entered commercial operation this week. Two Choco-SEB stations are now live, and the first fleet of battery-swap taxis is carrying passengers. The vehicle is a…
The Big Picture 1. China Automakers Overseas Factories: Three Weeks in June That Rewrote the Map China automakers overseas factories kicked into overdrive this month. On June 5, XPeng announced on X that its third global production base — in Malacca, Malaysia — had begun…
The Big Picture 1. BYD Seal 08 Interior: Four Colors, One Screen, No Buttons The BYD Seal 08 interior flash charging flagship sedan gets its first public cabin reveal. Zhang Zhuo published the images on Weibo rather than through an official press…
