LG Chem, Samsung SDI & Panasonic: Tesla GF3 Battery Situation
We heard this LG Chem/Tesla story from Bloomberg last Friday. LG Chem still stays mum on this, and Tesla isn't saying anything either. But has...
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South Korea Excludes Japan from Its Whitelist & A List of 25 Japanese Stocks Impacted by Conflict
The South Korean government announced today that it will officially exclude Japan from its "whitelist" of preferred trading countries with fast...
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EV Batteries Monthly: Concentration on Europe Increases, Toyota’s Focus on Chinese Players Grows
Highlights for July are as follows: Europe continues to attract attention, with Chinese player SVOLT Energy Technology planning to build a battery...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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A Disappointing 1Q: Panasonic Likely to Approach Our Worst-Case Scenario
Despite 1Qs being usually weak for Panasonic Corp (6752 JP), this quarter was also disappointing. Panasonic saw revenue down by 5% and OP down by...
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