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Proposed blacklist of CATL may cause fatal harm to Tesla, VW, Ford, BMW, and Mercedes

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Key US lawmakers are demanding that US Defense Secretary Lloyd Austin place Chinese EV battery maker CATL on the blacklist under the NDAA. This would effectively bar CATL from producing Electric Vehicle batteries in and for the US market.
But CATL supplies batteries to virtually all carmakers, including our own. Tesla is working with CATL to expand production in Nevada, to produce models under $25k. Ford and CATL are jointly building a plant in Michigan, and GM is strongly considering doing so.
Carmakers in friendly countries also rely heavily on CATL to produce low-cost batteries. Volvo, BMW, and Mercedes are heavy buyers of CATL, with large US manufacturing and marketing operations.
Resources and links:
Bloomberg, CATL to Keep Expanding in the Face of Slower EV Growth, Chairman Says
Bloomberg, CATL Working With Tesla on Fast-Charging Cells, Supplying Nevada
Is Tesla At Risk From Marco Rubio's Push to 'Blacklist' Chinese Battery Firm CATL?
Zerohedge, Is Tesla At Risk From Marco Rubio's Push to 'Blacklist' Chinese Battery Firm CATL?
Senator Marco Rubio, Home page and press release, Rubio, Moolenaar Demand Communist China-linked Battery Company Be Blacklisted
After chiding Ford for US CATL battery plan, GM now seeking one
Ford Aims to Beat Chinese Automakers with Small EVs Using Chinese Batteries
New York Times, U.S. Vies With Allies and Industry to Tighten China Tech Controls
Representative Moolenaar, Michigan Congressman
China Commanded 63% of EV Battery Market With 6 Companies
Collateral Damage: The Domestic Impact of U.S. Semiconductor Export Controls
Stronger Semiconductor Export Controls on China Will Likely Harm Allied Semiconductor Competitiveness
Closing scene, Tianmen Mountain, Hunan province
Additional note: Apologies for the scratchy audio in two of the segments. Attempting to solve the problem.
But CATL supplies batteries to virtually all carmakers, including our own. Tesla is working with CATL to expand production in Nevada, to produce models under $25k. Ford and CATL are jointly building a plant in Michigan, and GM is strongly considering doing so.
Carmakers in friendly countries also rely heavily on CATL to produce low-cost batteries. Volvo, BMW, and Mercedes are heavy buyers of CATL, with large US manufacturing and marketing operations.
Resources and links:
Bloomberg, CATL to Keep Expanding in the Face of Slower EV Growth, Chairman Says
Bloomberg, CATL Working With Tesla on Fast-Charging Cells, Supplying Nevada
Is Tesla At Risk From Marco Rubio's Push to 'Blacklist' Chinese Battery Firm CATL?
Zerohedge, Is Tesla At Risk From Marco Rubio's Push to 'Blacklist' Chinese Battery Firm CATL?
Senator Marco Rubio, Home page and press release, Rubio, Moolenaar Demand Communist China-linked Battery Company Be Blacklisted
After chiding Ford for US CATL battery plan, GM now seeking one
Ford Aims to Beat Chinese Automakers with Small EVs Using Chinese Batteries
New York Times, U.S. Vies With Allies and Industry to Tighten China Tech Controls
Representative Moolenaar, Michigan Congressman
China Commanded 63% of EV Battery Market With 6 Companies
Collateral Damage: The Domestic Impact of U.S. Semiconductor Export Controls
Stronger Semiconductor Export Controls on China Will Likely Harm Allied Semiconductor Competitiveness
Closing scene, Tianmen Mountain, Hunan province
Additional note: Apologies for the scratchy audio in two of the segments. Attempting to solve the problem.
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