Karin Radstrom, CEO of Daimler Truck, a German commercial vehicle manufacturer, stated that the company has decided to increase its inventory of rare earths and key raw materials in the short term to mitigate production risks. Despite the need for additional investment, the company's procurement department is closely monitoring relevant developments, and there have been no supply disruptions or production halts so far. This decision is deemed necessary due to the heightened supply uncertainty caused by China's restrictions on rare earth exports.

The LFP industry has now entered a stage of structural differentiation, with the efficiency of technological iteration and cost control capabilities of enterprises becoming the core breakthrough points for enterprises to overcome the dilemma of overcapacity.

Recently, under the so-called "reciprocal tariff" executive order, the US announced that it will impose a 10% "minimum baseline tariff" on its trading partners and higher tariffs on some trading partners. This "reciprocal tariff" will take effect from April 9.

【Daimler Trucks to Open Its Charging Network to Third Parties】 The European Automobile Manufacturers' Association (ACEA) has stated that achieving the EU's carbon reduction targets by 2030 will require approximately 35,000 fast-charging points with an output of 800 kW or higher. However, Europe currently has fewer than 1,000 charging points for heavy-duty commercial vehicles, and existing charging capacity remains insufficient. To address this gap, ​Daimler Trucks has introduced a ​semi-public charging network concept. By 2030, the company plans to deploy ​over 3,000 fast-charging points across Europe, making it the continent’s largest fast-charging network for commercial vehicles. The service is expected to launch in ​Q3 2025. Under this new ​electric truck charging solution, customers of Daimler Trucks’ ​TruckCharge brand will be able to ​open their charging infrastructure to external users for a fee. As part of the semi-public network, charging station owners can make their facilities available to others when not in use, helping to create a more ​comprehensive charging network for electric trucks.

[Daimler Trucks to Mass-produce Pure Electric Heavy-duty Trucks] Daimler Trucks stated that it would start producing its first pure electric heavy-duty truck, the Mercedes-Benz eActros 600, in November this year. It is reported that Daimler Trucks has received 2,000 orders for the eActros 600, but did not disclose the price of this truck. However, it had previously stated that it was 2.5 times more expensive than its diesel trucks.

On August 22, Chinese power and consumer battery supplier EVE Energy Co., Ltd. (EVE Energy) released its semi-annual report for 2024.