File image of a worker with car batteries at a factory for Xinwangda Electric Vehicle Battery Co. Ltd, which makes lithium batteries for electric cars in the eastern Chinese province of Jiangsu. STR / AFP
Disruptions caused by COVID-19 lockdowns in China, the Ukraine war and the ongoing crisis at the South African port of Durban are roiling the strategic battery sector, used for e-vehicles. While prices are falling in the short term due to pandemic restrictions, stocks for battery companies show that in the longer term, the sector is heating up due to strategic competition between China and other industrial powers.
Chaos in the Battery Metals Sector:
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The global cobalt supply chain is bracing for the impact from the closure of three of China’s largest processing factories in eastern Zhejiang province in response to an outbreak of COVID-19. Provincial authorities ...
Ford chief executive Jim Farley said the cost of electric vehicles remains too high, in part because of the cost of importing key raw materials like cobalt from the Democratic Republic of the ...
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