Weak that they’re not partnering with CATL or Panasonic to build stationary storage with excess manufacturing capacity.
> CATL
Battery technology and chemistry is export controlled by China [0], which has hurt European attempts at doing what you mentioned [1].
> Panasonic
They have chosen to concentrate on America instead [2]
[0] - https://www.mayerbrown.com/en/insights/publications/2025/10/...
[1] - https://merics.org/en/comment/chinese-restrictions-threaten-...
[2] - https://www.reuters.com/technology/panasonic-localise-its-us...
They are switching some lines to building military vehicles aiui
> CATL
Battery technology and chemistry is export controlled by China [0], which has hurt European attempts at doing what you mentioned [1].
> Panasonic
They have chosen to concentrate on America instead [2]
[0] - https://www.mayerbrown.com/en/insights/publications/2025/10/...
[1] - https://merics.org/en/comment/chinese-restrictions-threaten-...
[2] - https://www.reuters.com/technology/panasonic-localise-its-us...