Tag: battery supply chains
Related Posts
Q&A: China’s EV in Southeast Asia: Growth or Dependency Trap?
A few weeks ago at the Indonesian auto show, I stood near a cluster of visitors crowding around new electric cars EVs. I noticed three questions that came up repeatedly as people leaned in to quiz the sales reps: How far can it go? Will it last? ...
Related Posts
China’s Critical Minerals Lead Widens as Rivals Struggle to Keep Pace
Despite growing talk of securing alternative supply chains, China has entrenched itself as the world’s undisputed leader in critical minerals, widening a lead that few anticipated would stretch so far, so fast. From lithium to nickel to rare earths, China’s ...
Critical Minerals Weekly: China’s Rare Earth Reset, Copper Overcapacity, and Zimbabwe’s Big Lithium Gamble
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. After months of strategic restrictions, China has agreed to resume rare earth exports to the U.S. as ...
Chile's outgoing President Gabriel Boric greets president-elect Jose Antonio Kast during an army-change-of-command ceremony, where the Commander in Chief of the Army, General Javier Iturriaga hands over the command to General Pedro Varela, in Santiago, Chile, March 9, 2026. REUTERS/Pablo Sanhueza
A political transition is underway in Chile this week. President-elect José Kast will be sworn in on Wednesday, and Chile’s long-standing commercial relationship with China will be put to the test. Just days before the inauguration, a dispute about a Chinese submarine cable project ...
Q&A: China’s EV in Southeast Asia: Growth or Dependency Trap?
A few weeks ago at the Indonesian auto show, I stood near a cluster of visitors crowding around new electric cars EVs. I noticed three questions that came up repeatedly as people leaned in to quiz the sales reps: How far can it go? Will it last? ...
China’s Critical Minerals Lead Widens as Rivals Struggle to Keep Pace
Despite growing talk of securing alternative supply chains, China has entrenched itself as the world’s undisputed leader in critical minerals, widening a lead that few anticipated would stretch so far, so fast. From lithium to nickel to rare earths, China’s ...
Critical Minerals Weekly: China’s Rare Earth Reset, Copper Overcapacity, and Zimbabwe’s Big Lithium Gamble
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. After months of strategic restrictions, China has agreed to resume rare earth exports to the U.S. as ...