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The charge rate is the constraint. It determines how long a vehicle sits idle and dictates the physical footprint required for a fast-charging node.
A Chinese carmaker has unveiled a battery system capable of sub-5 minute charging, a development that shifts the balance of power in the supply chain.
This capability allows manufacturers to bypass the traditional latency wall that has defined the electric vehicle experience.
The supply chain shift Volvo Cars and Lotus are among the Chinese carmakers seeking to reduce dependence on CATL. The market leader has dominated the sector, but the new charging speed changes the economics for buyers.
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