# battery supply chain
Latest news and articles about battery supply chain
Total: 3 articles found
Chinese Lithium Carbonate Futures Plunge Nearly 11%, Rattling Battery Supply Chain
China's main lithium carbonate futures contract hit the daily limit down, falling 10.99% to 132,320 yuan/ton, a move that depressed lithium‑battery stocks and underscores tensions between near‑term oversupply and long‑term demand from EVs and energy storage. The plunge highlights short‑term market fragility and could squeeze upstream producers while adding uncertainty for battery and carmakers.
CATL Stakes Market Defence on Sodium-Ion Batteries to Solve Cold-Weather Woes and Stem Share Loss
CATL has launched a mass‑produced sodium‑ion battery targeted at commercial vehicles operating in extreme cold, positioning the technology as a remedy to winter degradation and a defence against market share erosion. While sodium offers safety and resource benefits, its lower energy density and nascent supply chain mean commercial success hinges on rapid scaling and cost reduction over the next two to three years.
A 120 Billion Yuan Promise That Wasn't: How a Lofty LFP Deal Exposed Corporate and Market Fault Lines
Rongbai Technology’s announcement that it would supply 3.05 million tonnes of LFP cathode material to CATL — purportedly worth over 1200 billion yuan — was built on an internal estimate rather than a binding contract. The Shanghai exchange and CATL questioned the claim, and the CSRC has opened an investigation into potential misleading disclosure, exposing governance weaknesses at Rongbai and broader risks from ambiguous industry framework agreements.