deeply dependent on natural gas

China leads global lithium battery production. If we stick to electric cars in this Asian country manufactures 80% of the batteries who use these vehicles. CATL and BYD are the largest lithium battery manufacturers on the planet with a market share in February 2026 of 42.1% and 13.4% respectivelyaccording to the consultant SNE Research. Its leadership position is the result of several factors. On the one hand, China is the world’s largest producer of lithium and rare earthwhich are the main raw materials used in the manufacture of batteries. In addition, it controls the processing of these materials and is capable of producing batteries on a large scale and at a very competitive price. However, in this recipe there is one more ingredient that we cannot overlook: BYD and CATL lead the global battery industry thanks to their capacity for innovation and adaptation. Both companies demonstrated this by betting before their competitors on lithium iron phosphate batteries (known as LFP by its English name). However, they have a weak point: they are deeply dependent on fossil fuels. The natural gas paradox Chinese battery manufacturers, and especially CATL and BYD, face a crossroads: their plants depend on natural gas to carry out thermal processes, making them vulnerable to geopolitical instability, such as that triggered by the iran war. Several thermal processes are involved in the production of a battery that require maintaining a constant and high temperature. One of them is the coating of the electrodes with a liquid mixture of active materials. And another involves the evaporation of solvents inside gigantic ovens. Battery factories have been designed around gas boiler and pipeline systems This last phase consumes an enormous amount of thermal energy, and currently gas boilers are the most efficient and economical way to produce the steam and heat that are necessary for these drying tunnels to fulfill their function. CATL has increased the use of wind and solar energy drastically, but the problem it has encountered is that electricity has not yet achieved effectively replace natural gas in processes in which large-scale heat production is involved. And this gas delivers an amount of heat that is difficult to match using electrical resistance on an industrial scale. In addition, current factories have been designed around gas boiler and pipe systems, so changing the entire production infrastructure to an alternative that dispenses with natural gas and relies on electricity requires a huge investment that would force manufacturers to increase the price of batteries. In this scenario, their competitiveness would suffer. As I mentioned a few lines above, the deep dependence that CATL and BYD have on natural gas exposes them to the instability of the global energy market. In fact, the increase in the price of gas as a consequence of the war in Iran is having a direct impact on the production cost per kWh. CATL is already working in a solution to this problem. Currently it appears that the best alternative to gas boilers is drying by directed infrared radiation, although gas today continues to provide much more energy than all the renewable and hydroelectric plants combined in the Chinese manufacturing ecosystem. Image | BYD More information | Volt Insight In Xataka | Xi Jinping’s “made in China 2025” plan is becoming a reality: this is how he is conquering the key technologies of the future

Johann Hari, journalist: “The idea that obesity is a sin is deeply rooted in our culture” | Health and well-being

A couple of days after starting to take Ozempicsays the journalist and writer Johann Hari (Glasgow, 46 years old), he woke up with a strange sensation, unknown to him: he was not hungry. He got out of bed and went out to have breakfast at the bar, the usual breakfast, a chicken sandwich with mayonnaise. He took a couple of bites and couldn’t finish it. It was full. The medicine, belonging to that generation of drugs that have revolutionized The fight against obesity by imitating the effect of a hormone (GLP-1) that tells us when we are full, was restoring a lost perception: that of satiety. Hari tells this and other anecdotes about his experience with these medications in his new book Lose weight at any price. How Ozempic and other drugs are going to revolutionize our diet and our physical and mental health (Península), which reaches bookstores today. In these pages, the journalist, who has been overweight since he was young, embarks on a journey, accompanied by obesity experts and scientists who have participated in the development of the new drugs, for the benefits and risks of these treatments, the uncertainties that surround them and the uncertain scenarios that open in the field of health and beyond it. The journalist attends EL PAÍS by videoconference from London. More information Ask. He has spoken to many scientists. What has impressed you the most about what they have told you? Answer. Which obesity it really does you. Since I was seven years old I knew that being overweight is not good for your health, but I was surprised by the evidence of how serious it is. If you are obese, you are much more likely to suffer a heart attack, stroke, dementia and cancer. If you are obese by the time you are 18, you are 70% more likely to develop type 2 diabetes. And diabetes is the leading preventable cause of blindness in the UK and limb amputation in the US. Q. He assures that these anti-obesity drugs are destined to be the defining medicine of our time, like birth control pills or Prozac at other times in the last century, for example. Why do you say it? R. Because obesity is the biggest cause of death in the Western world. And now we have a medicine that, if you take it, reverses it and puts an end to it. It’s amazing. So all of us who are overweight or obese have a choice, but we have to compare the risks of remaining obese with the risks of these medications and think about it a lot. (These drugs) They are going to have enormous effects. Q. How can they change our lives and our culture? R. The change is enormous. Jefferies Financial, which is a financial consulting firm, made a report for American airlines saying that they may have to spend much less money on jet fuel, because it costs more money to fly with heavier people and that is going to be a much smaller population. Also in Los Angeles there has been an increase in demand for jewelers to change and adjust wedding rings because people have lost so much weight that the rings no longer fit on their fingers. Approximately 20% of Americans have already tried these medications. This is huge. This is an astonishing scientific advance that will profoundly change society for better and worse. “The foods we eat are undermining our ability to feel full” Q. Regarding this negative part, he exposes some issues that the consumption of these medications entails, such as the risk of losing the culture of body positive or what would happen if people with eating disorders access these drugs that help them lose weight. Have you found answers to these questions? R. The invention of these drugs is like the discovery of fire. Fire is a great tool if I use it to heat my house, but it is terrible if I use it to burn my house down. And in the same way, when something as powerful as this is discovered, it will have great positive effects and great negative effects. If you are overweight or obese and start taking these medications, for example, you are 20% less likely to have a heart attack or stroke in the next 18 months. But you also mentioned something that worries me a lot: when you take these medications, you eat much less; and that’s good if you’re obese like me, but people with an eating disorderanorexia for example, if you are thin and start taking these medications, you can kill yourself with them. Therefore, one of the things we must do is regulate these medications very strictly. Q. The book also delves into what makes ultra-processed foods so addictive. Do they cause a kind of short circuit in our brain systems? R. If you look at a photograph of a beach in Spain in 1979, the year I was born, everyone is very thin and you wonder: where are the obese people? So, obesity was very low. Modern humans have been around for 300,000 years, but obesity was extremely rare. And basically, during my lifetime, it exploded. What happened? We know the answer: Obesity skyrockets everywhere people make a change, when they go from eating mostly fresh foods they prepared that day to eating primarily processed and ultra-processed foodsThat is, food is made up of chemicals in factories in a process that is not even called cooking, it is called making food. This new type of food affects us in very different ways. The foods we eat are undermining our ability to feel full and what these new medications do is restore the feeling of satiety. Q. And what about the industry’s responsibility in this context? R. Need regulate the food industry to prevent children from being exposed to these foods that make them sick and undermine their ability to feel full. I’m talking about a long-term solution and we … Read more

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