The Ledger
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Tang: China's EV dominance resulted from heavy multi-decade state subsidies
“Today's situation in China is a national drive for last decades. So, you know, so the pure EV car, it can get easily charged in China, in most cities, but you cannot guarantee that happen in India, or even in Germany. I don't think there's too many charge stat…”
Tang: No country can beat China's cost on exported lithium-ion batteries
“For, if you beat choose lithium ion battery, once there's export from China, no one can beat the Whole cost.”
Tang: CATL sells at a 10% premium due to superior safety
“Tier two Chinese companies, the ratio of their safety issues always much higher than top, like BYD, like CTL.
So that's why CTL always sell about the 10% expensive than
The tier two.”
Tang: Sodium raw materials cost one-tenth of lithium equivalents
“So the price of cobalt sodium Combinates, it's one-tenth of the lithium components.”
Tang: Sodium-ion batteries are strictly for short-range EVs under 500 kilometers
“We can use for the three wheels scooters short range, which says less than 500 kilometers. It's fine. But for the long range, up to 1000 kilometers, it's, that's the way for this one, for the solid city one.”
Tang: Sodium-ion batteries utilize the same manufacturing facilities as lithium
“We are the same level with lithium. So we use actually the similar facility with lithium. So we just change the material. So so that's why most of the lithium battery company, they claim they have sodium product.”