Trucks News & Analysis
2 articles
Market Mood
CATL Develops US Battery Design Amid Trade Restrictions
Chinese battery maker CATL has developed a 'tall' battery design aimed at the US pick-up truck market, as reported by the Financial Times on September 21, 2026. CATL's international business unit CTO Zhu Lingbo indicated that US carmakers have already tested these batteries. The company could license this technology for local US production, similar to its existing deals with Ford and Tesla for EV battery manufacturing. Despite facing trade barriers and intense geopolitics, CATL sees the US market as having significant potential for business. This matters for investors as it signals CATL's strategy to engage with the US market despite current challenges and potential revenue opportunities.
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Volvo (VLVLY) Reports Rising Truck Demand in Major Markets
Volvo (VLVLY) has reported an increase in truck demand across major markets. This rise could influence the automotive sector, especially in commercial vehicles. The company's increasing orders suggest potential growth in revenue and market share in the trucking industry. The broader implications for supply chains and logistics sectors may also reflect positively on overall economic activity.
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