 |
| China is Winning US Iran War |
The war between US and Iran is going on. The oil prices are up. The world is suffering heavy Oil and Gas shortages. This is unique situation. The world energy market is suffering. The supply chain is broken. There is one ultimate winner, that is China. China has built huge capacity and supply chain for energy transition. Today, no one is ready other than China.
China dominates EV Battery, Solar Panels market and today it is in huge demand.
Electrical Vehicle Export of China is Up by 130%
Exports of new energy passenger vehicles — including battery electric vehicles and plug-in hybrids — surged more than 140% in March from a year ago to 363,000 units.
That’s also up 31% from about 276,000 units of such vehicles exported in February.
Key Takeaways on China's EV Export Growth:
- Growth Rate: March 2026 exports marked a 130% increase compared to March 2025.
- Total Volume: Over 3.4 million Chinese EVs were exported in 2025, a dramatic increase from 72,000 in 2020, representing a nearly fifty-fold increase.
- Regional Demand: Strong growth was reported in Southeast Asia, Latin America, and Europe, with specific, high-volume sales seen in countries like the UK, Germany, and Australia.
- Driver: The surge is driven by strong overseas demand and increased competitiveness in both price and technology.
Rapid Innovation & Talent: China has a massive pool of specialized battery engineers and shorter development cycles—about 30% faster than American or European rivals. Recent breakthroughs include batteries that can charge from 5% to 80% in just 15 minutes or add 520 km of range in 5 minutes.
- Technological Focus on Affordability: Unlike Western firms that prioritized high-performance nickel-based batteries, Chinese leaders like CATL and BYD focused on Lithium Iron Phosphate (LFP) technology. LFP batteries are cheaper, more durable, and use more abundant materials, allowing China to win on price and scale.
- Long-Term Strategic Planning: While Western countries were focused on internal combustion engines, China identified EVs as a "stepping stone" to the next industrial revolution as early as 2001. The government launched 15-year science and technology schemes that prioritized "rechargeable power batteries" and "low-emission vehicles" starting in 2006.
- Supply Chain Dominance: China controls nearly every stage of the battery lifecycle.
- Refining: China refines around 70% of the world's nickel and 90% of battery-grade manganese sulphate.
- Manufacturing Components: Chinese plants manufacture the vast majority of battery components: 92% of anodes, 78% of electrolytes, and 70% of cathodes.
- Raw Materials: Chinese companies have spent years acquiring ownership stakes in lithium, cobalt, and nickel mines worldwide to secure steady supplies.
CATL is decisively winning the global EV battery market, holding over 39% market share as of 2025 by dominating affordable lithium iron phosphate (LFP) technology and securing major contracts.
- Market Dominance: As of 2025, Chinese companies hold over 70% of the total EV battery market.
- Cost Leadership: CATL excels in producing cheaper LFP batteries, which are favored by automakers facing low-cost market demands.
- Capacity & Innovation: CATL operates at roughly 90% capacity and is innovating with advanced tech like the Shenxing battery (520km in 5 minutes).
- Profitability: In 2025, CATL recorded a 42% increase in net profit, reaching 72.2 billion yuan.
China dominates the global solar panel industry, controlling over 80% of the manufacturing supply chain—including 98% of solar wafers and 92% of cells in 2025.
Energy Transition Leader: China's solar output is vital to global renewable energy adoption, providing affordable technology essential for meeting climate goals, particularly amid energy security challenges
- Manufacturing Supremacy: China controls the majority of every stage of the supply chain, including polysilicon, ingot, wafer, cell, and module production.
- Massive Production Capacity: As of early 2026, China's manufacturing capacity has driven down global solar prices by over 80%, often leading to global oversupply.
- Rapid Domestic Growth: China's internal solar PV capacity surpassed 1,100 gigawatts (1.1 TW) by June 2025, with massive installations in its western deserts, such as the Kubuqi Desert solar project.
