American Automakers Need Chinese Batteries

High political walls are hurting an industry vital to the character of the country.

The Ford Explorer electric car stands in the hall at the start of production in North Rhine-Westphalia, Germany, on June 4, 2024. November 14, 2025, 6:00 AM Comment icon View Comments ( )

In August, Ford and General Motors made a telling choice concerning the future of affordable electric vehicles (EVs). For batteries to power their lower-cost vehicles, both automakers turned to a Chinese giant, Contemporary Amperex Technology Co., Limited (CATL). Ford will utilize its licensing agreement with CATL to manufacture lithium iron phosphate (LFP) batteries domestically. GM will source LFP batteries from CATL for the Chevy Bolt until 2027 “to stay comp

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