More than 5 billion yuan invested here, the world's largest power-cell project is in place
A large battery-cell project has been sited and appears to be starting up, adding major new supply capacity.
Source →The trace
How it reaches your house.
Starting from BYD Company Limited, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Lithium-ion battery cells (prismatic, cylindrical, pouch) →supply upA major new battery-cell project eases a critical input constraint for vehicle and light-truck assembly, so downstream output should become more available.
96% confidenceContemporary Amperex Technology Co. Limited →supply upLithium-ion battery cells (prismatic, cylindrical, pouch)
CATL's new Debrecen cell plant adds major output capacity, making this battery-cell product line more available.
92% confidenceBYD Company Limited →supply upLithium-ion battery cells (prismatic, cylindrical, pouch)
BYD's new 16 GWh battery-cell plant coming online increases the availability of lithium-ion battery cells, and the effect is material given the edge's 17% share and 12-month replacement lead time.
Hop 2
LG Energy Solution, Ltd. →supply upLithium-ion battery cells (prismatic, cylindrical, pouch)
A very large new LG Energy Solution battery-cell project would increase available supply of its core lithium-ion battery-cell output; this broad product line is the cleanest match to the shock.
76% confidence