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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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