In Depth: U.S. Tensions Could Sap Chinese EV-Battery Makers’ Global Ambitions

World leader CATL and its peers face policy headwinds in the West that could benefit South Korean, Japanese rivals

Contemporary Amperex Technology Co. Ltd. (CATL) president Robin Zeng Yuqun was one of a handful of heavy hitters Tesla Inc. CEO Elon Musk met when he visited China last week for a whirlwind two-day tour.

No details were given of Musk’s discussion with the Chinese battery magnate, but the meeting underscored the importance of the world’s largest electric vehicle (EV) battery-maker — and key Tesla supplier — to the burgeoning global industry………

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