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EV News Daily - Technology and Business of EVs

CHINA: BYD and Geely Fight Over Mexico Plant, China Cuts Tariffs and Solid State Battery Standards | 17 Feb 2026

EV News Daily - Technology and Business of EVs

Martyn Lee

Business, Leisure, Technology, Automotive

4.8749 Ratings

🗓️ 17 February 2026

⏱️ 14 minutes

🧾️ Download transcript

Summary

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BYD AND GEELY BATTLER OVER MEXICO COMPAS PLANT https://evne.ws/3OfTLdp

CHINA CUTS EU DAIRY TARIFFS AFTER EV DISPUTE https://evne.ws/4tKGg5B

BYD SIGNS MULTI-YEAR DEAL WITH MANCHESTER CITY https://evne.ws/3ZLRpFt

CHINA SETS FIRST SOLID-STATE BATTERY STANDARD https://evne.ws/4as1M6e

LITHIUM CARBONATE PRICES JUMP AS POLICY SHIFTS https://evne.ws/4bWH0OD

POLAND BARS CHINESE CARS FROM MILITARY SITES https://evne.ws/4cBFilZ

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome back to EV News China today. B.Y.D. and Gili fight over a factory. China cuts tariffs

0:06.2

and solid state battery standards. Plus stay tuned. Later in the show, I'll tell you why Poland

0:11.6

has banned Chinese-made vehicles from entering military bases. Welcome to EV News, China, the podcast

0:19.2

dedicated to the world's biggest EV market every day.

0:22.4

I bring you the latest headlines, insights and analysis from the heart of China's booming

0:26.3

EV industry and decode how fast-moving developments in the East shape the global EV landscape.

0:32.8

We'll start with news of B.Y.D. and G. Lee over the same Mexican plant, Nissan and Mercedes are decided to sell up their

0:42.1

joint venture factory in Agua Calientes, Mexico. B.YD and Gile have now surfaced as the top bidders for the plant.

0:50.8

It's known as the Compass plant, the cooperative manufacturing plant, Agua Calientes.

0:57.4

Compass launched in 2017 alongside existing Nissan facilities. It has a capacity of 230,000 vehicles a year.

1:07.0

They built it to make the Mercedes GLB and Nissan's an infinity QX-50 and the QX-55.

1:15.0

But that product plan has now thinned out somewhat.

1:18.1

Mercedes pulled the GLB.

1:20.0

Nissan's not announced a model year refresh for those cars.

1:24.3

The sale lands as Nissan winds down elsewhere in Mexico. Its plant which

1:31.1

produced the Versa is shutting down. And for BYD or Gili, the compass plant offers more than just

1:39.5

spare capacity that's kind of floating around. Chinese brands have captured 20% of Mexico's

1:45.7

new car market and owning the plant would add localized production capacity to Mexico.

1:51.5

Reuters reported that Great Wall Motor, Cherry and Vinfast are also interested. The bidders bring

1:58.2

different baggage. BYD sells only vehicles with plug sockets on the side.

2:02.7

GD does make some vehicles with engines, but is obviously pushing hard into electrification.

2:09.3

Either way, local output would seed regional supply chain to extend Chinese automakers reach into Latin America as well.

...

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