CATL begins mass production of its Qilin batteries with 13% more power than other 4680 cells
According to recent reports out of China, the world’s leading battery manufacturer CATL has successfully achieved mass production of its energy dense Qilin batteries capable of delivering 1,000 km (621 miles) of range. CATL’s new cells utilize the 4680 pack structure and will debut on the upcoming ZEEKR 009 multi-purpose vehicle (MPV).
CATL remains the name to beat in EV battery development, not only in China where it is headquartered, but around the entire globe. This past February, the company emerged yet again as the largest battery market share holder on the planet for a sixth straight year, holding a near 25% larger share than second place LG Energy Solution.
In June of 2022, CATL announced its third generation cell-to-pack (CTP) “Qilin” battery cells, which utilize the 4680 pack structure popularized by automakers like Tesla. At the time, the battery developer began promising the Qilin cells would deliver record-breaking volume utilization efficiency of 72% and an energy density of up to 255 Wh/kg, equating to a five-minute hot start and ten minutes of fast charging to get from 10-80% state of charge.
In late August, we learned that CATL’s new energy dense 4680 cells would make their debut on the 009 MPV, the latest EV from nascent Chinese automaker ZEEKR following a five-year strategic cooperation agreement. Those initial 009s have began rolling off ZEEKR’s assembly lines in China late last year, but customers should soon see MPVs with even greater range thanks to CATL’s Qilin batteries that are now in full-fledged production.
EVs with CATL’s 4680 batteries expected to deliver in Q2
When those ZEEKR MPVs do inevitably begin deliveries in China later this year, the 009 will be the world’s first vehicle to be powered by the 4680 Qilin batteries. Better still, local media in China is reporting that CATL’s new packs have a 13% higher capacity than other 4680 ternary batteries in the same volume.
Although ZEEKR is already delivering some versions of its 009 MPV to customers overseas, it recently shared that a high percentage of reservation holders opted to wait for the version with CATL’s CTP 3.0 Qilin packs, adding that it was surprised so many people were interested.
Who wouldn’t be interested in the prospect of up 621 miles of all-electric range? Now that mass production of the Qilin packs is underway, ZEEKR expects to begin deliveries of its 009 with the batteries next quarter. Looking ahead, other automakers including Li Auto and Geely-owned Lotus, have said they also intend to implement CATL’s 4680 Qilin batteries into their EVs.
Since the Qilin design is a pack structure, it doesn’t necessarily mean these EVs will all carry CATL’s max energy density (255Wh/kg). The packs can also house lithium iron phosphate (LFP) chemistry capable of 160Wh/kg, per CATL.
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The US solar industry just delivered another huge quarter, installing 11.7 gigawatts (GW) of new capacity in Q3 2025. That makes it the third-largest quarter on record and pushes total solar additions this year past 30 GW – despite the Trump administration’s efforts to kneecap clean energy.
According to the new “US Solar Market Insight Q4 2025” report from Solar Energy Industries Association (SEIA) and Wood Mackenzie, 85% of all new power added to the grid during the first nine months of the Trump administration came from solar and storage. And here’s the twist: Most of that growth – 73% – happened in red states.
Eight of the top 10 states for new installations fall into that category, including Texas, Indiana, Florida, Arizona, Ohio, Utah, Kentucky, and Arkansas. Utah jumped into the top 10 this quarter thanks to two big utility-scale projects totaling more than 1 GW.
But the report also flags major uncertainty ahead. Federal actions, including a July memo from the Department of the Interior (DOI), have slowed or stalled the approvals pipeline for utility-scale solar and storage. Without clarity on permitting timelines, Wood Mackenzie’s long-term utility-scale forecast through 2030 remains basically unchanged from last quarter.
“This record-setting quarter for solar deployment shows that the market is continuing to turn to solar to meet rising demand,” said Abigail Ross Hopper, SEIA’s president and CEO. She added that strong growth in red states underscores how decisively the market is shifting toward clean energy. “But unless this administration reverses course, the future of clean, affordable, and reliable solar and storage will be frozen by uncertainty, and Americans will continue to see their energy bills go up.”
Two new solar module factories opened this year in Louisiana and South Carolina, adding a combined 4.7 GW of capacity. That brings the total new US module manufacturing capacity added in 2025 to 17.7 GW. With a new wafer facility coming online in Michigan in Q3, the US can now produce every major component of the solar module supply chain.
“We expect 250 GW of solar to be installed from 2025 to 2030,” said Michelle Davis, head of solar research at Wood Mackenzie and lead author of the report. “But the US solar industry has more potential. With rising power demand across the country, solar could do even more if current constraints were eased.”
SEIA also noted that, following an analysis of EIA data, it found that more than 73 GW of solar projects across the US are stuck in permitting limbo and at risk of politically motivated delays or cancellations.
Read more: EIA: Solar + storage soar as fossil fuels stall through September 2025
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The spiritual successor to the beloved Chevy Geo Tracker, production of the new-for-2026 electric Spark EUV has officially begun in Brazil with more than 200 miles of range.
That’s right, kids. To know the Chevy Tracker is to love the Chevy Tracker. The tiny, top-heavy Suzuki-based SUV combined bold colors, fun styling, (relatively) good fuel economy, and real off-road chops (especially in ZR2 trim) with an affordable price tag to make the Tracker an early favorite among the serious rock-crawling crowds.
Like, really
While it’s still too early to tell whether or not the all-new Chevy Spark EUV will come even close to that little proto-SUV, it seems we won’t have to wait much longer to find out – GM Authority reports that production of the 2026 Chevy Spark EUV has officially begun at Comexport’s Planta Automotiva do Ceará (PACE) plant, in the state of Ceará, Brazil.
GM Brazil invested the equivalent of $73 million to get the PACE factory ready to assemble GM’s modern, zero-emissions Chevy crossover for the South American and Middle Eastern markets – an investment big enough to earn a visit from Brazilian president Luiz Inácio Lula da Silva, who was on-hand for the December 3rd kickoff event.
“It’s not a car factory,” said Comexport Vice President and PACE shareholder, Rodrigo Teixeir. “(The) goal is to develop technology there, not simply assemble a vehicle.”
Production of the new Spark EUV began last week, with production of the equally new Chevy Captiva EV set to begin as early as Q1 of 2026.
2026 Chevy Spark EUV
The Made in Brazil Chevrolet Spark EUV is heavily based on the Chinese Baojun, and is powered by that vehicle’s single 75 kW (101 hp), 180 Nm (130 lb-ft) motor driving the front wheels. Power comes from the Baojun’s 42 kWh LFP battery that, with regenerative braking, is good for up to 360 km (220 miles) on the NEDC driving cycle.
Weirdly, the new Spark is also equipped with a 10.1″ infotainment screen and 8.8″ digital instrument cluster (above) that supports both Apple CarPlay and Android Auto standard – technology that GM claims lead to “unsafe” driver behaviors in North America.
Let us know what you think of the little electric SUV, and whether or not you think it would be a hit in the US (it would) in the comments.
SOURCE: GM Authority; images by GM, Harry Situations.
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