EV and battery localization delays test demand durability and capital returns

CATL's expected 2026 production increase and broad Kuehne+Nagel partnership contrast with Volkswagen's Ontario delay to 2029, ID. Buzz postponement and discontinued U.S. ID.4 production. Nissan's China-developed PHEV and EV launches add a localization and cost-competition signal, but volume, pricing and margin effects remain unproven.