Ford and CATL charge ahead with a $3.5bn battery plant deal

The partnership between these two leading companies might set the stage for future U.S.-China collaborations.

Bottom line

While the deal raised concerns about U.S. reliance on Chinese technology and its impact on the US-China relationship, we believe it provides a blueprint for Chinese companies seeking to profit from U.S.' rush into electric vehicles (EVs). We believe the best way to capture this EV growth is through exposure to the battery supply chain. In our Sustainable Future Strategy, we currently hold a 25% exposure to such actors (mainly Chinese). 

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