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China and the Race to Dominate EV Battery Supply Chains

A new movement is underway in the U.S. to strip China out of the global supply chain for electric vehicle batteries — everything from the extraction of the minerals and metals to the processing of those resources to make the battery packs that power Teslas, Fords and other American-made cars. But it’s not going to be easy.

Chinese companies have a commanding lead in many parts of that supply chain, particularly cobalt where around 80% of the blue metal is processed in China.

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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.


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