China's EV Overcapacity
China's heavy investment in the EV and battery space has led to overcapacity issues, especially among tier three suppliers. Tier one and two companies like Catl and BYD are expanding their capacity, but tier three suppliers struggle to find markets for their excess production, resulting in stranded capacity.In this clip
From this podcast
Odd Lots
This Is The Challenge Of Securing The Battery Supply Chain
Related Questions