According to people familiar with the matter, due to the incident of U.S. House Speaker Pelosi's visit, tensions in the United States and China have intensified. Tesla car battery supplier CATL decided to suspend the announcement of the site selection of North American factories. According to media reports, the relevant decision may be postponed until September or October. North American factories originally planned to directly supply electric vehicle batteries to Tesla and Ford .
CATL is the world's largest electric vehicle battery manufacturer. It has previously supplied Tesla electric vehicle batteries in China. Recently, it has been considering setting up a North American factory. The candidate locations include Kentucky, the United States, or one of the two border cities between Mexico and Texas : Juarez City (Ciudad Juarez) and Saltillo. As the factory location, Juarez City originally had a Tesla factory, and Saltillo is a hub of the automobile industry, with an estimated investment of up to US$5 billion, and plans to provide batteries to Tesla and Ford Motor Company from there.
report pointed out that House Speaker Pelosi visits Taiwan, China, complicating the business relationship between the two major economies of . According to sources, CATL has informed the Ningde Municipal Government, where the company's headquarters is located, and suspended the announcement of the site selection plan for North American factory.
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