China plays defense on EV batteries, offense on hydrogen

China Inc by BBW
27/08/2025 16 min Episodio 128
China plays defense on EV batteries, offense on hydrogen

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Episode Synopsis

China rolls out new rules restricting the export of cutting-edge technology for EV battery manufacturing. How will this affect Chinese battery makers setting up factories abroad? And hydrogen fuel cell maker Refire reports its revenue fell 10% in the first half of the year. What does this say about a Chinese sector that's getting huge government support, but has yet to find a mass audience?  
Read at: https://thebambooworks.com/china-plays-defense-on-ev-batteries-offense-on-hydrogen-fuel-cell-catl/

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