In the past 48 hours, the electric vehicle industry shows steady innovation amid policy turbulence. On December 25, Chinese firms CNGR and Sunwoda signed a strategic partnership to develop solid-state battery materials, aiming for higher energy density and safety to tackle EV range anxiety, following Sunwodas milestone of producing its one-millionth 684 Ah cell just two days prior[4]. Separately, Sunwoda and Zhongwei New Materials inked a deal on the same day for cathode precursors and all-solid-state tech, accelerating industrialization for next-gen storage[6].
Battery giant CATL pushes vertical integration, with its 4.1 billion euro joint venture with Stellantis for an LFP plant in Spain set for 2025 rollout, hedging EU tariffs, alongside partnerships like BHP for mining batteries and BASF for cathodes[2]. Today, Uber and Lyft announced plans to deploy Baidus electric Apollo Go robotaxis in London starting 2026, pending UK regulatory approval, positioning the city as an autonomous EV hub amid competition from Waymo and Wayve[5].
Disneyland filed permits last week for a 6000-space garage with 302 EV chargers, signaling rising charging demand[1]. No major market disruptions or verified sales stats emerged in the last week, but US EV policies flipped with tax credits scrapped, contrasting earlier pro-EV support and causing sales dips, while interest holds firm[10]. Leaders like Ford, GM, and Stellantis scramble to adapt strategies amid erratic rules[11]. Tesla saw its L&F battery deal shrink from 2.9 billion to just 7386 dollars, highlighting supply volatility[14]. Cadillac offers December lease discounts on Escalade IQ, easing price pressures[13].
Compared to mid-2025s optimism, like Nissans BYD CO2 pool shift, current focus tilts to batteries and autonomy over mass sales growth[8][9]. Consumer shifts lean toward affordable, safer tech, with no sharp price drops noted. Supply chains strengthen via Asia-Europe ties, but policy swings loom as key risks. (298 words)
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