Bloomberg: EV Market Faces Market Pressures

The electric vehicle (EV) market is facing market pressures, according to Wang. Bloomberg Technology's David Rubenstein Show discusses leadership through peer-to-peer conversations with influential business leaders. The show features Rep. Jason Smith, while Microsoft points to Chinese hackers in a SharePoint breach and Netflix uses video generation startup Runway AI. A crypto-incentive approach is explored for training data.

China has implemented new licensing requirements for exporting advanced battery manufacturing technologies, marking another escalation in global tech trade tensions. Effective July 15, the measures require government approval before Chinese companies can transfer technical know-how for producing key electric vehicle (EV) battery components overseas. The controls specifically target methods for creating lithium iron phosphate and related cathode materials that power most electric vehicles [1].

The Commerce Ministry spokesperson stated that "battery cathode material preparation technology is increasingly being used in sensitive fields." This move underscores China's commanding position in the global battery industry, as the country produces virtually all lithium-iron phosphate cathode materials and processes more than two-thirds of the world's lithium supply [1].

Automakers have increasingly adopted iron phosphate batteries as cheaper alternatives to nickel-based chemistries, with these phosphate-based systems now powering millions of electric vehicles globally. The new licensing system could complicate overseas expansion plans for Chinese battery giants like BYD and CATL, which have announced manufacturing projects across Southeast Asia, Europe, and North America to serve local markets [1].

China's decision follows December restrictions that banned exports of gallium, germanium, and antimony to the United States after Washington imposed tighter semiconductor controls on Chinese companies. The government says the restrictions will "protect national economic security" while maintaining international business relationships. Companies may still export finished battery materials but need special permits to share underlying production technologies [1].

The government conducted a public review of the regulatory changes earlier this year before implementing them this month. This move comes as the EV market faces market pressures, with discussions on leadership through peer-to-peer conversations with influential business leaders, including Rep. Jason Smith, on Bloomberg Technology's David Rubenstein Show [2].

Meanwhile, Microsoft has been grappling with a significant cybersecurity issue. The company revealed that three hacking groups tied to China have exploited a vulnerability affecting some versions of its SharePoint collaboration software. Microsoft CEO Satya Nadella emphasized the importance of cybersecurity after a U.S. government report criticized the company's handling of China's breach of U.S. government officials' email accounts [3].

In response to these breaches, Microsoft has rolled out patches for the affected SharePoint versions and recommends enabling Anti-malware Scan Interface (AMSI) in Full Mode and deploying Microsoft Defender Antivirus or equivalent solutions on all SharePoint servers. The company's Threat Intelligence unit has identified the key players behind the intrusions, including Linen Typhoon, Violet Typhoon, and Storm-2603, which are exploiting vulnerabilities to steal intellectual property and maintain persistent access to systems [4].

In parallel, Netflix has been leveraging video generation startup Runway AI to enhance its content offerings. Additionally, a crypto-incentive approach is being explored for training data, as seen in the plans of startup Poseidon to use cryptocurrency to incentivize data collection for physical AI training [2].

References:
[1] https://thedeepdive.ca/china-adds-electric-vehicle-battery-technologies-to-export-restriction-list/
[2] https://www.marketscreener.com/news/a-crypto-incentive-approach-for-training-data-ce7c5cdddc8afe22
[3] https://www.cnbc.com/2025/07/22/microsoft-sharepoint-chinese-hackers.html
[4] https://hackread.com/microsoft-chinese-state-hackers-exploit-sharepoint-flaws/