Tesla Stumbles as China EV Leaders Pull Ahead

Tesla has reported its first annual revenue decline, a milestone that underscores mounting pressure from China’s fast expanding electric vehicle industry and intensifying global competition. The US automaker said total revenue fell three percent in 2025 to 94.8 billion dollars, marking the first

US Startup Ships Sodium Ion Batteries Beyond China

A US based battery technology company has begun international shipments of sodium ion battery cells, marking a notable development in a field long dominated by Chinese manufacturers. The move positions the company as the first producer outside China to export sodium ion cells

Ford and BYD Battery Talks Reflect Hybrid Strategy Shift

Ford Motor is exploring potential cooperation with Chinese automaker BYD on battery supplies for its hybrid vehicle lineup, signaling a notable adjustment in strategy as global carmakers reassess electrification plans. The discussions come at a time when demand growth for fully electric vehicles

Battery Supply Chains Become the Real Battlefield of the Energy Transition

Energy transition shifts focus downstream The global energy transition is often framed around electric vehicles and renewable power generation, but the decisive competition is unfolding deeper in battery supply chains. For China, batteries are no longer just components. They are strategic assets that