CATL Develops US-Specific Battery for Pick-Up Trucks Despite Trade Barriers

Product / TechGeopoliticsIndustry
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CATL has developed a "tall" battery design tailored to the US pick-up truck market despite trade restrictions blocking its entry into the country, the Financial Times reported. Citing CATL international business unit CTO Zhu Lingbo, the newspaper said US carmakers have already tested the batteries, though the companies were not identified. Zhu said CATL could license the technology to companies in the US for local production, following a model like its existing arrangements with Ford and Tesla for EV battery manufacturing in the country. Speaking at CATL's headquarters in Ningde, Zhu said the US remained a market with potential for "huge business" for the company "even with this kind of very intense geopolitics." The remarks came ahead of a planned summit in Washington involving US President Donald Trump and Chinese President Xi Jinping, and an earlier scheduled meeting in New York between US Treasury Secretary Scott Bessent and his Chinese counterpart He Lifeng. The Pentagon named CATL last year as a company with alleged military ties, a claim the firm has denied, while Chinese battery and EV manufacturers continue to face tariffs, localisation requirements and possible bans from Washington on national security grounds. Last week, organisations representing the US automotive industry asked Trump to maintain measures aimed at preventing Chinese carmakers and their supply chains from entering the US market, after Trump said he would "be OK" with China establishing car plants in the US if American workers were employed. In April, CATL introduced a new fast-charging EV battery, launching the third-generation "Shenxing" lithium-iron-phosphate battery, which it said can charge from 10% to 98% in six minutes and 27 seconds under moderate temperatures.

Impact on stocks 4

Electrification & Mobility▲ · 2 stocks
Ford Motor Company
F
± MixedRegulationrelevance

Mentioned as an existing CATL licensing partner for US EV battery production; no new Ford-specific development in the article.

Tesla Inc
TSLA
± MixedRegulationrelevance

Named as an existing CATL licensing partner for US battery manufacturing; no new Tesla-specific development reported.

Real Estate▲ · 1 stocks
Others▲ · 1 stocks

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