How EV batteries tore apart Michigan
The Indicator from Planet Money
NPR
4.7 • 9.5K Ratings
🗓️ 27 September 2023
⏱️ 9 minutes
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Summary
This week, Ford announced it was pausing work on a new $3.5 billion battery plant in Michigan. President of the United Auto Workers, Shawn Fain, viewed this as a "thinly veiled threat" to cut jobs. But this is a factory that's had controversy surrounding it even before this decision. And it all centers around a company called Contemporary Amperex Technology Limited, or CATL.
Today, a classic Indicator on the history behind one of the most divisive factory plans in America and the man leading the charge behind the world's transition to electric vehicles.
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Transcript
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| 0:00.8 | NPR. |
| 0:12.0 | Earlier this week Ford said it was pausing a big new battery factory in Michigan. |
| 0:17.3 | And while the company didn't give a specific reason, it is happening in the middle of two major |
| 0:22.0 | controversies. Yeah, first there is the auto worker strike. The president of the United Automobile |
| 0:28.0 | Worker, Sean Fein called the factory pause a quote, shameful, barely veiled threat by four to cut |
| 0:34.6 | jobs. The second controversy is pre-strike. For that battery plant, Ford plant a license battery |
| 0:40.7 | making technology from a Chinese company. This has not been popular with Republican politicians, |
| 0:46.8 | especially if the plant was to be eligible for government subsidies. Earlier this year, |
| 0:51.7 | Republican Senator Marco Rubio wrote that this would quote, bring America's greatest geopolitical |
| 0:57.2 | adversary into the heartland. And so what do we know about this company? Well, it might be one of |
| 1:02.8 | the most important companies few Americans have heard of. It's called Contemporary Amperex |
| 1:08.0 | Technology Limited, or CATL. And it supplies batteries to more than a third of the world's |
| 1:13.9 | electric vehicles from Tesla to Volkswagen. This is the indicator from Planet Money. I'm Darian Woods. |
| 1:20.9 | And I'm Whelan Wong. Today in the show, the backstory to the most divisive factory plant in America |
| 1:26.9 | were replaying an episode about the history of CATL and the man charging the world's switch |
| 1:32.4 | to electric vehicles. It's a story of entrepreneurship and government support that turned electric |
| 1:38.0 | vehicles into a top industrial priority. At age 31, Zeng Yuchun decided to launch his own company |
| 1:48.0 | in the south of China. With an engineering degree and about a decade's electronics experience, |
| 1:53.1 | he had made small lithium ion batteries for portable devices like MP3 players. He named the |
| 1:58.9 | company Amperex Technology Limited, or ATL. But first, Yuchun needed the technology to make the |
| 2:05.5 | batteries. So he paid Bell Labs in the US a million dollars for a lithium ion battery patent. |
| 2:12.1 | But when he and his team got to making it, ATL found making a technology work was not as easy as |
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