China’s CATL and BYD Control 55% of Global EV Battery Market

Two Chinese EV battery companies, CATL and BYD, accounted for more than half of global electric-vehicle battery usage from January through November 2025, according to data released by South Korean market research firm SNE Research. Global EV battery usage totaled ...

China to Enforce 2026 EV Rule Aimed at Longer Driving Range

China will begin enforcing mandatory limits on how much energy a pure battery-electric passenger cars can use starting Jan. 1, 2026, replacing a voluntary efficiency framework with binding national rules. For drivers, the change can deliver longer driving range on a single charge without larger batteries, ...

China’s $180 Billion Clean Tech Push Reshapes the Global South

Indonesia has become a key test case of China’s clean-energy expansion overseas. A recent report counts about $22.6 billion in Chinese-linked projects have been announced there over the past two years, including EV-parts and solar factories. A flagship ...

To Build a Kenyan EV, an Engineer Turns to China… for Know-How, Not Cars

On the outskirts of Nairobi’s industrial zone, Engineer Tadesse Tessema, a soft-spoken power electronics graduate who built Ethiopia’s first car assembly plant nearly two decades ago, is once again trying to do something no one has done in East Africa: create a locally manufactured electric vehicle — ...

Analysis from Cobus van Staden

2026: Africa-China Relations in a World Shaped by North-South Geopolitics

When talking about Africa–China relations, one is always moving along a sliding scale. There are myriad interactions with Chinese entities that concern only individual African countries, segueing into trends affecting the whole continent and sliding further into global dynamics shaping the developing world, of which Africa is the heart.

The Africa-China relationship is its own thing, but Africa’s fate can’t easily be separated from factors affecting the wider Global South, ...

China’s Solid-State EV Battery Edge, Rivals Ramp Up

China's solid-state EV battery makers are moving faster than many of their global rivals to commercialize the technology, rolling out pilot production lines and high-density prototypes that could shape the next generation of electric vehicles. Their projects already range from ...

BYD Quarterly Profit Decline as Exports Can’t Offset China Slump

BYD quarterly profit declined after price cuts to fight slowing domestic demand; export growth couldn’t fully offset the China slide. Net profit for the three months to September was $1.10 billion, down 32.6% from $1.64 billion a year earlier, ...

China Drops EVs From 2026–2030 Strategic Industry List

China has published its economic and industrial priorities for 2026–2030 without explicitly naming new energy vehicles (NEVs) or electric vehicles (EVs) among the “strategic emerging fields” it wants to accelerate. This signals that carmakers will have to compete under tighter national ...

China E-Mobility Weekly Digest: Nigeria Exports First Made-in-Africa EV to U.S. as Chinese Automakers Step Up Global Push

This is a free preview of the upcoming Africa EV Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. BYD is expanding its line-up for overseas markets by giving access to all of its China-developed ...

China Starts Pitching Car Factory System to Set ASEAN Standards

China’s auto manufacturers are moving from exporting vehicles to exporting manufacturing systems, technology platforms, and standards into ASEAN, using localized rollouts (right-hand models, local partners) to anchor market entry. SAIC-GM-Wuling (SGMW) used the 22nd ASEAN Expo to shift its ...

China E-Mobility Weekly Digest: Spiro-Church Charging Push, Ethiopia’s EV Future, and Europe’s ICE Lobby

This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. Innovations in Africa’s electric vehicle (EV) market continue with partnerships that are as unique as the solutions they ...

Q&A: China’s EV in Southeast Asia: Growth or Dependency Trap?

A few weeks ago at the Indonesian auto show, I stood near a cluster of visitors crowding around new electric cars EVs. I noticed three questions that came up repeatedly as people leaned in to quiz the sales reps: How far can it go? Will it last? ...
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