Mobility & EV × Energy & climate × Tech & AI

CATL Shenxing Gen 3: 6:27 charge time, 1,500km range; China 46.6% EV battery share; Tesla robotaxi stalls at 25

CATL unveiled third-gen Shenxing LFP at Super Tech Day 2026: 10–98% charge in 6 minutes 27 seconds, up to 1,500km range, and 20–98% in nine minutes even at -30°C. The firm will deploy 4,000 integrated swap-and-charge stations across 190 cities by end-2026. CATL commanded 46.64% of China's April EV battery installs (29.06 GWh). Tesla's robotaxi fleet stalled at 25 across Austin, Dallas, and Houston; Musk deferred large-scale rollout to post-FSD V15 (late 2026 to early 2027). Q1 deliveries hit 358,023, missing consensus by 7,600.

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