1 oktober. World’s biggest battery producer. Varningsord från Bank of Englands chef.

 

Solar panels at the CATL Luoyang base in Henan province.

On a production line in south-east China, machines paste a black slurry of electrode material on to a copper ribbon just five microns thick — one 20th of the width of a human hair.

Further down the line, a team of robots monitored by an AI quality inspection system will turn the strips into battery cells by cutting them with lasers, winding them into rolls and pressing them with a force equivalent to a 23-tonne weight.

The factory is at the Ningde headquarters of CATL, the world’s biggest battery producer and a goliath in the electric car industry.

Financial Times 1 October 2026

https://www.ft.com/content/b84778e5-ce8b-4baa-9ca7-402cdf277b4d?syn-25a6b1a6=1


Stockholmsbörsen ser ut att inleda torsdagen med en försiktig nedgång.

1 oktober 2026, 08:14

https://www.di.se/live/fem-saker-att-ha-koll-pa-innan-borsen-oppnar-Ap3Un/



Varningsord från Bank of Englands chef Andrew Bailey 

De pengar som under de senaste åren har investerats i och lånats ut till AI-bolag i hopp om stora avkastningar har fått marknaderna att värdera vissa av dem till flera tusentals miljarder dollar.

En risk är vad som händer om de stora satsningar som görs på AI inte ger den avkastning som förväntas.

Alla värderas för närvarande som vinnare, men historiskt är det inte alla som vinner. ”Google var inte marknadsledare inom internetsökningar från början. Det var Netscape. Ingen minns Netscape i dag. Företaget finns inte längre. Så alla vinner inte alltid”
DI 1 October 2026

AI boom could trigger market shocks, Bank of England boss warns.

Personer

https://englundmacro.blogspot.com/search/label/Personer


Dagen innan

https://englundmacro.blogspot.com/2026/09/30-september-en-andra-eurokris-denna.html




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