Follow CGSP on Social Media

Listen to the CGSP Podcast

Why Battery Decoupling Projections Could Be Way Off

A worker checks the cables on the battery for Ford Motor Co. battery-powered F-150 Lightning trucks under production at their Rouge Electric Vehicle Center in Dearborn, Michigan on September 20, 2022. JEFF KOWALSKY / AFP

The United States and Europe could free themselves from their dependence on China for electric vehicle batteries by 2030, if they invest about $160 billion. 

This is the key finding of a new Goldman Sach forecast, which extrapolated the long-term effects of new Western funding of the sector and a political turn towards decoupling from the Chinese industry. 

Lead the Conversation on China

Subscribe Today to Get Full Access to The China-Global South Project

Check Out Everything You'll Get With Your Subscription

The China-Global South Daily Brief delivered to your inbox at 6AM Washington time

Full access to exclusive news and analysis from editors based in the Global South

Transcripts of CGSP’s twice-weekly podcasts

Students and teachers with a valid .edu email address are eligible for a 50% discount off monthly or yearly subscriptions. Email us to receive a discount code.

What is The China-Global South Project?


The China-Global South Project is passionately independent, non-partisan and does not advocate for any country, company or culture.


A carefully curated selection of the day’s most important China-Global South stories. Updated 24 hours a day by human editors. No bots, no algorithms.


Diverse, often unconventional insights from scholars, analysts, journalists and a variety of stakeholders in the China-Global South discourse.


A unique professional network of China-Africa scholars, analysts, journalists and other practioners from around the world.