{"id":195664,"date":"2026-10-12T08:00:28","date_gmt":"2026-10-12T06:00:28","guid":{"rendered":"https:\/\/newmobility.news\/?p=195664"},"modified":"2026-10-09T10:16:15","modified_gmt":"2026-10-09T08:16:15","slug":"putins-electric-dream-has-a-chinese-battery-problem","status":"publish","type":"post","link":"https:\/\/newmobility.news\/nl\/2026\/10\/12\/putins-electric-dream-has-a-chinese-battery-problem\/","title":{"rendered":"Poetins elektrische droom kampt met een Chinees batterijprobleem"},"content":{"rendered":"<div>\n<div>\n<div>\n<p>De Russische markt voor elektrische auto\u2019s en plug-in-hybriden maakt een enorme groei door, mede als gevolg van de benzinetekorten na de Oekra\u00efense aanvallen op Russische olieraffinaderijen.<\/p>\n<p>President Vladimir Poetin wil nu dat het land geavanceerde batterijtechnologie\u00ebn ontwikkelt, nu het staatsbedrijf Rosatom zijn tweede gigafabriek opent. Maar de ambities van Rusland op het gebied van elektrische auto\u2019s worden geconfronteerd met een ongemakkelijke realiteit: een groot deel van de Russische elektrische-auto-industrie is nog steeds afhankelijk van Chinese technologie.<\/p>\n<p>Volgens het Russische auto-onderzoeksbureau Autostat werden er in de eerste negen maanden van 2026 11.400 volledig elektrische auto\u2019s en 58.700 plug-in-hybriden geregistreerd. De verkoop van BEV\u2019s steeg met 42%, terwijl het aantal registraties van plug-in-hybriden met een factor 2,5 toenam.<\/p>\n<h4>100.000 elektrische voertuigen<\/h4>\n<p>Samen waren zij goed voor 7,31 TP3T van de verkoop van nieuwe auto\u2019s, een stijging tot 10,81 TP3T in september alleen al. Sergey Tselikov, directeur van Autostat, verwacht dat er tegen het einde van het jaar meer dan 100.000 elektrische voertuigen zullen worden verkocht, ongeveer het dubbele van het volume in 2025.<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-195665\" src=\"https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-09-om-09.37.35.png?resize=640%2C341&#038;ssl=1\" alt=\"\" width=\"640\" height=\"341\" srcset=\"https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-09-om-09.37.35.png?resize=1024%2C546&amp;ssl=1 1024w, https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-09-om-09.37.35.png?w=1280&amp;ssl=1 1280w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/p>\n<p>Toch blijft de opmars van elektrische auto\u2019s in Rusland bescheiden in vergelijking met Europa. Volgens de Europese Vereniging van Autofabrikanten (ACEA) werden er in de eerste acht maanden van 2026 in de EU 1,64 miljoen BEV's en 758.000 plug-in-hybriden geregistreerd, wat neerkomt op een gezamenlijk marktaandeel van 31,7%.<\/p>\n<p>Het contrast is vooral opvallend bij volledig elektrische auto\u2019s: 21,7% registraties in de EU, tegenover slechts 1,2% in Rusland. In tegenstelling tot Europa wordt de elektrificatieboom in Rusland overwegend aangedreven door plug-in-hybriden in plaats van zuivere elektrische auto\u2019s.<\/p>\n<h4>Benzinetekorten stimuleren het rijden op elektrische auto\u2019s<\/h4>\n<p>Ironisch genoeg draagt de Russische oorlog tegen Oekra\u00efne bij aan een versnelling van de elektrificatie in eigen land. Herhaalde Oekra\u00efense drone-aanvallen op olieraffinaderijen hebben de brandstofvoorziening verstoord, wat heeft geleid tot tekorten, wachtrijen bij tankstations en stijgende prijzen.<\/p>\n<p>Volgens Reuters is de verkoop van elektrische auto\u2019s en plug-in-hybriden tussen juni en augustus meer dan verdubbeld, tot 26.543 voertuigen, tegenover 12.187 een jaar eerder.<\/p>\n<p>De onzekerheid over de brandstofvoorziening wordt voor Russische automobilisten een extra stimulans om elektrisch rijden te overwegen, hoewel de betaalbaarheid en de beperkte laadinfrastructuur nog steeds belangrijke obstakels vormen.<\/p>\n<p>China opereert ondertussen op een geheel andere schaal: volledig elektrische en plug-in hybride voertuigen maken daar al meer dan de helft van de automarkt uit.<\/p>\n<h4>Russische insignes, Chinese technologie<\/h4>\n<p>Chinese fabrikanten hebben een groot deel van het vacu\u00fcm opgevuld dat door westerse en Japanse autofabrikanten was achtergelaten na de Russische invasie van Oekra\u00efne.<\/p>\n<p>Geely, Dongfeng, Chery en GAC zijn belangrijke leveranciers, naast premium elektrische merken zoals Voyah, Li Auto en Zeekr.<\/p>\n<p>Zelfs zogenaamd Russische elektrische voertuigen zijn vaak van Chinese oorsprong. Evolute, een van de toonaangevende binnenlandse merken op het gebied van elektrische voertuigen, assembleert voertuigen op basis van Chinese Dongfeng-technologie.<\/p>\n<figure id=\"attachment_195670\" aria-describedby=\"caption-attachment-195670\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-195670\" src=\"https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-SUVs-Overlooking-a-Mountain-Lake.png?resize=640%2C360&#038;ssl=1\" alt=\"\" width=\"640\" height=\"360\" srcset=\"https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-SUVs-Overlooking-a-Mountain-Lake.png?resize=1024%2C576&amp;ssl=1 1024w, https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-SUVs-Overlooking-a-Mountain-Lake.png?w=1280&amp;ssl=1 1280w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-195670\" class=\"wp-caption-text\">De twee gezichten van de opkomende Russische elektrische auto-industrie: de volledig elektrische Evolute i-Sky (links) en i-Joy (rechts), die beide op de markt worden gebracht als Russische auto\u2019s, maar gebaseerd zijn op Chinese technologie. \/Evolute \u2013 met AI-ondersteuning<\/figcaption><\/figure>\n<p>De plug-in-hybride i-Space en de elektrische crossover i-Joy illustreren de Russische strategie om een eigen EV-industrie op te bouwen zonder elk onderdeel zelfstandig te ontwikkelen.<\/p>\n<p>Ook de Chinese merken Haval, Geely en Changan hebben een sterke positie verworven op de bredere Russische automarkt, terwijl de lokaal geassembleerde Tenet-modellen zijn afgeleid van Chinese Chery-voertuigen.<\/p>\n<h4>Lada is nog steeds de baas, maar Renault is verleden tijd<\/h4>\n<p>Het best verkochte merk in Rusland blijft Lada, met 28.388 verkochte voertuigen in september 2026, goed voor bijna een kwart van de markt. Het succes van het merk is echter grotendeels te danken aan conventionele benzinemodellen zoals de Granta, Vesta en Niva.<\/p>\n<p>De ambities van het bedrijf op het gebied van elektrische voertuigen blijven beperkt tot projecten zoals de e-Largus, een elektrische versie van zijn stationwagen en bestelwagen. Er zijn weliswaar enkele voertuigen in wagenparkgebruik genomen, maar Lada heeft nog geen noemenswaardige positie verworven op de markt voor elektrische personenauto\u2019s.<\/p>\n<p>Ironisch genoeg stond AvtoVAZ, de fabrikant van Lada, ooit onder controle van het Franse Renault-concern. In 2021 was Rusland de op \u00e9\u00e9n na grootste markt van Renault na Frankrijk, met meer dan 482.000 verkochte voertuigen onder de merken van de groep en een gezamenlijk marktaandeel van 28,8%.<\/p>\n<p>Renault had sinds 2008 fors ge\u00efnvesteerd in AvtoVAZ, door de fabrieken te moderniseren en platforms en technologie te delen.<\/p>\n<p>Na de Russische invasie van Oekra\u00efne in 2022 droeg het bedrijf zijn belang van 67,69% echter over aan de Russische staat en droeg het zijn fabriek in Moskou over aan het stadsbestuur, waarbij het ongeveer 2,2 miljard euro aan Russische activa afschreef.<\/p>\n<p>De voormalige Renault-fabriek produceert nu voertuigen onder de nieuw leven ingeblazen merknaam Moskvich, waaronder de elektrische Moskvich 3e, die is gebaseerd op Chinese JAC-technologie.<\/p>\n<figure id=\"attachment_195669\" aria-describedby=\"caption-attachment-195669\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-195669\" src=\"https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-09-om-09.49.27.png?resize=640%2C421&#038;ssl=1\" alt=\"\" width=\"640\" height=\"421\" srcset=\"https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-09-om-09.49.27.png?resize=1024%2C674&amp;ssl=1 1024w, https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Scherm%C2%ADafbeelding-2026-10-09-om-09.49.27.png?w=1280&amp;ssl=1 1280w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-195669\" class=\"wp-caption-text\">Van Renault tot Moskvich: Werknemers inspecteren een elektrische Moskvich 3e in de voormalige Renault-fabriek in Moskou. De SUV van het Russische merk is gebaseerd op Chinese JAC-technologie, wat de groeiende afhankelijkheid van het land van Chinese autofabrikanten illustreert \/Moskvich<\/figcaption><\/figure>\n<p>Renault behield de optie om zijn belang in AvtoVAZ binnen zes jaar terug te kopen, maar een eventuele terugkeer zou veel geld kosten. In februari 2025 stelde AvtoVAZ dat Renault minstens $1,3 miljard zou moeten betalen om zijn vroegere belang terug te krijgen.<\/p>\n<p>Ook in Rusland zijn Europese elektrische auto\u2019s niet verdwenen. Modellen als de Volkswagen ID.4 en ID.6, elektrische auto\u2019s van BMW, Audi e-trons en Porsche Taycans kunnen nog steeds bij klanten terechtkomen via parallelimport, vaak via China, in plaats van via de offici\u00eble kanalen van de fabrikanten.<\/p>\n<h4 data-pm-slice=\"1 1 []\">Elektrische auto\u2019s blijven duur<\/h4>\n<p>De prijs is een ander obstakel. Een Evolute i-Joy heeft een offici\u00eble catalogusprijs van ongeveer 3,12 miljoen roebel (\u20ac 32.700), terwijl de i-Space plug-in hybride begint bij ongeveer 3,59 miljoen roebel (\u20ac 37.600).<\/p>\n<p>Kortingen, subsidies en financieringsmogelijkheden kunnen de aankoopprijs aanzienlijk verlagen, maar deze voertuigen blijven duur in verhouding tot het gemiddelde Russische inkomen.<\/p>\n<p>De vraag concentreert zich dan ook op welgestelde kopers, bedrijven en huishoudens die thuis kunnen opladen. De openbare laadinfrastructuur is nog steeds ongelijk verdeeld, met name buiten Moskou, Sint-Petersburg en andere grote stedelijke centra.<\/p>\n<p>De enorme afstanden en strenge winters in Rusland verklaren ook de voorkeur voor plug-in-hybriden en voertuigen met een bereikvergroter, die elektrisch kunnen rijden zonder volledig afhankelijk te zijn van laadnetwerken.<\/p>\n<h4>Rosatom opent zijn tweede gigafabriek voor batterijen<\/h4>\n<p>Ondertussen probeert Moskou zijn afhankelijkheid van ge\u00efmporteerde batterijen te verminderen. Op 6 oktober heeft het staatsbedrijf Rosatom, gespecialiseerd in kernenergie, een gigafabriek voor lithium-ionbatterijen in de regio Moskou in gebruik genomen, met een geplande jaarlijkse productiecapaciteit van 4 GWh.<\/p>\n<p>Dit volgt op de opening van een soortgelijke installatie in Kaliningrad in december 2025, waarmee de door Rusland aangekondigde totale jaarlijkse capaciteit op 8 GWh komt.<\/p>\n<p>Volgens Rosatom zou elke fabriek op termijn genoeg batterijcellen kunnen produceren voor ongeveer 50.000 elektrische voertuigen per jaar.<\/p>\n<p>De vestiging in Moskou combineert de productie van elektroden, de fabricage van lithium-ioncellen en de volledige assemblage van batterijen. De aangekondigde capaciteit komt echter niet noodzakelijkerwijs overeen met de daadwerkelijke productievolumes.<\/p>\n<p>Ook de technologische onafhankelijkheid is relatief. Renera, de batterijdochteronderneming van Rosatom, werkte eerder samen met de Zuid-Koreaanse batterijspecialist Enertech International, wiens expertise een belangrijke steunpilaar vormde voor het Russische batterijproject.<\/p>\n<h4>Poetin kijkt verder dan lithium<\/h4>\n<p>Tijdens de bijeenkomst van de batterij-industrie riep Poetin Russische onderzoekers en fabrikanten op om zich te richten op geavanceerde technologie\u00ebn voor energieopslag, waaronder de zogenaamde post-lithiumbatterijen.<\/p>\n<p>Hieronder vallen onder meer natrium-ionbatterijen en andere alternatieve chemische samenstellingen die bedoeld zijn om de afhankelijkheid van kritieke of dure grondstoffen te verminderen.<\/p>\n<p>Niet alle post-lithiumtechnologie\u00ebn bieden echter een hogere energiedichtheid, zoals Poetin suggereerde. Natrium-ionbatterijen hebben bijvoorbeeld over het algemeen een lagere energiedichtheid dan toonaangevende lithium-iontechnologie\u00ebn, hoewel ze wel voordelen kunnen bieden op het gebied van kosten en de beschikbaarheid van materialen.<\/p>\n<p>Rusland heeft nog geen commercieel volwassen autobatterij op basis van lithium kunnen presenteren die de Chinese giganten zoals CATL en BYD kan uitdagen.<\/p>\n<p>Die bedrijven combineren nu al een enorme productiecapaciteit met geavanceerd onderzoek, gevestigde toeleveringsketens en jarenlange ervaring in de productie van batterijen tegen concurrerende prijzen.<\/p>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Russia&#8217;s electric-car and plug-in-hybrid market is booming, partly fuelled by petrol shortages following Ukrainian attacks on Russian oil refineries. President Vladimir Putin now wants the country to develop cutting-edge battery technologies, as state-owned Rosatom opens its second gigafactory. But Russia&#8217;s EV ambitions face an uncomfortable reality: much of its electric-car industry still depends on Chinese [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":195675,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\r\n\r\n{excerpt}\r\n\r\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[77160,16,77219,6,4],"tags":[],"class_list":["post-195664","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-china","category-industry","category-russia","category-technology","category-top-stories-today"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=1672%2C941&ssl=1",1672,941,false],"thumbnail":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=150%2C150&ssl=1",150,150,true],"medium":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=300%2C169&ssl=1",300,169,true],"medium_large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=640%2C360&ssl=1",640,360,true],"large":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=640%2C360&ssl=1",640,360,true],"1536x1536":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=1536%2C864&ssl=1",1536,864,true],"2048x2048":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=1672%2C941&ssl=1",1672,941,true],"trp-custom-language-flag":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=18%2C10&ssl=1",18,10,true],"related-thumb":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=640%2C480&ssl=1",640,480,true],"gform-image-choice-sm":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=300%2C300&ssl=1",300,300,true],"gform-image-choice-md":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=400%2C400&ssl=1",400,400,true],"gform-image-choice-lg":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=600%2C600&ssl=1",600,600,true],"mailchimp":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?fit=560%2C315&ssl=1",560,315,true],"unipress-phone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=640%2C100&ssl=1",640,100,true],"unipress-tablet":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=1536%2C240&ssl=1",1536,240,true],"unipress-tablet-portrait":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=1536%2C180&ssl=1",1536,180,true],"unipress-tablet-landscape":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=1672%2C180&ssl=1",1672,180,true],"unipress-smartphone":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=1080%2C168&ssl=1",1080,168,true],"unipress-wide-screen":["https:\/\/i0.wp.com\/newmobility.news\/wp-content\/uploads\/2026\/10\/Electric-Lada-on-the-Assembly-Line.png?resize=1672%2C180&ssl=1",1672,180,true]},"post_excerpt_stackable_v2":"<p>Russia&#8217;s electric-car and plug-in-hybrid market is booming, partly fuelled by petrol shortages following Ukrainian attacks on Russian oil refineries. President Vladimir Putin now wants the country to develop cutting-edge battery technologies, as state-owned Rosatom opens its second gigafactory. But Russia&#8217;s EV ambitions face an uncomfortable reality: much of its electric-car industry still depends on Chinese technology. According to Russian automotive research agency Autostat, 11,400 fully electric cars and 58,700 plug-in hybrids were registered during the first nine months of 2026. BEV sales rose by 42%, while plug-in hybrid registrations increased 2.5-fold. 100,000 electrified vehicles Together, they accounted for 7.3% of&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/newmobility.news\/nl\/category\/china\/\" rel=\"category tag\">China<\/a>, <a href=\"https:\/\/newmobility.news\/nl\/category\/industry\/\" rel=\"category tag\">Industry<\/a>, <a href=\"https:\/\/newmobility.news\/nl\/category\/russia\/\" rel=\"category tag\">Russia<\/a>, <a href=\"https:\/\/newmobility.news\/nl\/category\/technology\/\" rel=\"category tag\">Technology<\/a>, <a href=\"https:\/\/newmobility.news\/nl\/category\/top-stories-today\/\" rel=\"category tag\">Top Stories Today<\/a>","author_info_v2":{"name":"Joris Van Roy","url":"https:\/\/newmobility.news\/nl\/author\/jorisximcom-be\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Putin&#039;s electric dream has a Chinese battery problem - newmobility.news<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/newmobility.news\/nl\/2026\/10\/12\/putins-electric-dream-has-a-chinese-battery-problem\/\" \/>\n<meta property=\"og:locale\" content=\"nl_BE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Putin&#039;s electric dream has a Chinese battery problem - newmobility.news\" \/>\n<meta property=\"og:description\" content=\"Russia&#8217;s electric-car and plug-in-hybrid market is booming, partly fuelled by petrol shortages following Ukrainian attacks on Russian oil refineries. President Vladimir Putin now wants the country to develop cutting-edge battery technologies, as state-owned Rosatom opens its second gigafactory. 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