Follow CGSP on Social Media

Listen to the CGSP Podcast

Metals Dispute Reveals Gulf Between U.S. Companies and Leaders on China

File image of the Tesla Fremont Factory in the United States. JOSH EDELSON / AFP

Amid the tensions and sniping surrounding the U.S. Speaker of the House Nancy Pelosi’s possible visit to Taiwan, it’s revealing how the country’s corporations and officials seem to be pulling in different directions on China. 

U.S. officials frame China as Voldemort’s less charming cousin. However, coverage of the automotive sector this week shows that U.S. companies view cooperation with China more warmly. Even as the Biden administration is trying to relocate battery supply chains to the U.S. for geopolitical reasons, Ford and Tesla’s choice of long-term deals with Chinese battery makers proves that China’s decade-long strategic focus on the battery sector is paying off.

  • Get a daily email packed with the latest China-Africa news and analysis.
  • Read exclusive insights on the key trends shaping China-Africa relations.
  • Full access to the News Feed that provides daily updates on Chinese engagement in Africa and throughout the Global South.

China, Africa and the Global South... find out what’s happening.

Subscribe today for unlimited access.

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.