Finance·Aug 14, 2026
LG Energy Solution Locks in $3.8 Billion LFP Deal with Chinese Supplier
Three-year agreement with Jiangsu Lopal Tech marks major shift as South Korean battery giant scales energy storage business
By Cheng Wei-Lun · 3 min ·
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Battery Supply Chain
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Perspectives·Aug 7, 2026
European Automakers Are Losing Control of Their Battery Supply Chains
The standoff between Volkswagen and Gotion reveals a structural shift in power dynamics as Chinese suppliers rewrite the rules of component procurement in the electric vehicle era
By Cheng Wei-Lun · 7 min ·
Asia·Aug 6, 2026
China's Automakers Face Shrinking Margins as Battery Strategy Backfires
Vertical integration plans collide with structural supply-chain imbalances, leaving carmakers squeezed while upstream lithium producers and battery suppliers capture industry profits.
By Cheng Wei-Lun · 3 min ·