The contentious future of CATL – Kaiser Kuo

 

Kaier Kuo

The international march forward of China’s EV producers profoundly influences the supply chains. China veteran Kaiser Kuo looks at the World Economic Forum in Davos, especially at CATL, the market leader for batteries in China, and a magnet for geopolitical tensions, he writes at the WEForum.

Kaiser Kuo:

China’s rise as a superpower in the electric vehicle (EV) industry has reshaped global supply chains, and at the centre of this transformation is Contemporary Amperex Technology Co. Ltd. (CATL). As the world’s largest EV battery maker, CATL has become a critical player in the clean energy transition – and a lightning rod for geopolitical tensions. Co-chairman and co-founder Pan Jian of CATL, speaking recently at the World Economic Forum Annual Meeting in Davos, underscored the global nature of the EV revolution: “It’s not going to be a one-country effort in terms of EVs. It’s going to be a global effort.”…

The road ahead for CATL is strewn with obstacles. The Trump administration’s tariffs on Chinese EVs and proposed bans on Chinese software – the very thing Pan credits for China’s edge in EVs – in US-sold vehicles are likely to complicate CATL’s operations. Furthermore, the Pentagon’s designation could deter US automakers from deepening partnerships with CATL, despite the company’s importance to their supply chains.

Yet CATL’s leadership remains confident. Pan’s optimism reflects a broader belief in the inevitability of EVs and the necessity of global collaboration. “It’s a massive cultural shift,” he said, referring to the transformation of the auto industry, “but it’s going to happen.”

As the EV revolution accelerates, CATL’s ability to navigate these geopolitical and market complexities will shape not only its future, but also the contours of the global energy transition. Its story is emblematic of a world grappling with the contradictions of competition, cooperation and the urgent need for sustainability.

More at the WEForum.

Kaiser Kuo is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Get in touch or fill out our speakers’ request form.

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Why the US keeps up economic pressure on China – Shaun Rein

 

Shaun Rein

The USA is dealing with huge problems and cannot afford to challenge China directly, but decided to stabilize the relations between both countries, says Shanghai-based business analyst Shaun Rein to CNBC-TV18. But the USA is for sure keeping economic pressure going, he adds.

Shaun Rein is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.

Are you looking for more political experts at the China Speakers Bureau? Do check out this list. 

Analyzing the China-US relations – Victor Shih

 

Victor Shih

Political analyst Victor Shih breaks down the relations between China, the US, and the rest of the world in a discussion from the Chevron Auditorium in the I-House on “China-US Futures: Pathways to Peaceful Coexistence”. Key takeaways: many problems perceived by American politicians with China are not as bad as they try to let us believe.

Victor Shih is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.

Are you looking for more political experts at the China Speakers Bureau? Do check out this list.

China and the US need no war on AI, but cooperation – Alvin Wang Graylin

 

Alvin Wang Graylin (right)

Behind all the geopolitical shuffles between China and the US, the war on AI and the metaverse is raging, says AI expert Alvin Wang Graylin in an interview with Cyrus Janssen. And that is a wrong signal for the rest of the world, as both forces should not try to contain the other, for national security reasons or whatever, but work together, he argues.

Alvin Wang Graylin is a speaker at the China Speakers Bureau. If you need him at your meeting or conference, get in touch or fill in our speakers request form.

Are you looking for more innovation experts at the China Speakers Bureau? Do check out this list.

You can order Alvin’s upcoming book here: Our Next Reality: Preparing for the AI-powered Metaverse,

You can read the full interview here: 12:28 – Introduction to Alvin Wang-Graylin

Why China and Japan need closer ties – Zhang Lijia

 

Zhang Lijia

Relations between China and Japan have been tense since the end of World War II, and the annual remembrance of the rape of Nanking,  this year 86 years ago, marks those tensions. Author Zhang Lijia argues that nowadays both countries need better relations, she argues in the South China Morning Post. “An amicable Sino-Japanese relationship is vital for regional stability and prosperity. If the two remain hostile, it will play into the US’ hands,” she writes.

The South China Morning Post:

Back in the 1990s, plenty of Japanese politicians would have liked to befriend China as they saw that their future was in Asia. Beijing’s hostility, however, pushed them to embrace America wholeheartedly.

It’s time for Beijing to walk out of the past and forge closer ties with Tokyo. Beyond the fact that China is Japan’s largest trading partner, it has many reasons to be on good terms with this neighbour. As an Asian country with a long history with China, Japan can potentially play a role in softening crises, such as over Taiwan.

Reduced tensions would lessen the overall threat perception and allow a relaxation of all actors’ security positions in the region. An amicable Sino-Japanese relationship is vital for regional stability and prosperity. If the two remain hostile, it will play into the US’ hands…

I am not suggesting that Chinese people should forget the pain we suffered at the hands of the imperial Japanese. I, for one, shall not forget. As a Nanjing native, I still remember the harrowing stories my grandma told me. Back in 1937, as she tried to flee the city, her infant daughter in her arms, a bomb fell nearby. A neighbour only metres away disappeared, blown to pieces by the blast.

Tokyo should apologise unequivocally and unreservedly for the atrocities committed in China and apologise specifically for the Rape of Nanking.

While it is understandable that so many Chinese feel resentful towards Japan, it is unwise to let this anti-Japan sentiment spiral out of control. National interests should come before personal feelings, and it is in China’s best interests to improve its relationship with Japan.

More in the South China Morning Post.

Zhang Lijia is a speaker at the China Speakers Bureau. Do you need her at your meeting or conference? Do get in touch or fill in our speakers’ request form.

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China changes the world by building railroads, highways – Jim Rogers

 

Jim Rogers

The US has 100 military bases outside its country in the world, while China is changing geopolitics by building railroads and highways, says renowned investor Jim Rogers in an interview with state-owned CGTN.

Jim Rogers is a speaker at the China Speakers Bureau. Do you need him at your meeting or conference? Do get in touch or fill in our speakers’ request form.

Are you looking for more outbound investment experts at the China Speakers Bureau? Do check out this list.

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