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CATL
3 CÈ pieces since 7 June 2026: 1 intel item, 2 essays. Newest first.All companies →
CATL spent US$6 billion on a nickel mine. Then 150,000 people ordered a BYD with no nickel.
Karawang’s cell line is due to report first commercial output before 2026 closes, the one date in the chain CATL has already promised, because Zeng cannot survive a second slip while BMW, Volkswagen and Volvo are pricing an exit from the very nickel supply chain he just spent US$6 billion building.
Indonesia is selling dirt, not software (which is exactly the point)
While the region argues over which model shipped this week, Jakarta is quietly trying to own a physical chokepoint in the energy transition, and the strategy lesson runs all the way down to the smallest operator.
Malaysia's ENERtec Asia 2026 convenes 12,000 professionals as AI data centers reshape regional energy demand
ENERtec Asia opened June 3 in Kuala Lumpur under the theme Energy and AI: The Synergy for Energy Transition, bringing 1,000 exhibiting brands and over 12,000 attendees from 60 countries. CATL and Leaders Energy signed a battery-storage MoU targeting grid resilience for Malaysia's AI and semiconductor ambitions.