Tag: battery supply chains
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It’s Already Too Late to Break China’s EV Battery Dominance
U.S., European, and Japanese leaders are all talking about the urgency of building new supply chains to end their reliance on China for critical minerals and batteries that will power next-generation mobility, technology, and weapons. It all sounds great and makes ...
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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 ...
A drone view shows a ship and electric and hybrid vehicles manufactured by Chinese automaker BYD at the port of Zarate, Argentina, on January 20, 2026. (Photo by Matias Baglietto/NurPhoto) (Photo by Matías Baglietto / NurPhoto / NurPhoto via AFP)
To international visitors, Bonn—tucked along the Rhine River valley in western Germany—can feel like a time capsule. “Many things never change,” my local hosts told me, gesturing proudly toward the Bonn Minster, the Romanesque church that has anchored the city center since the Middle Ages. After more than two dozen visits ...
It’s Already Too Late to Break China’s EV Battery Dominance
U.S., European, and Japanese leaders are all talking about the urgency of building new supply chains to end their reliance on China for critical minerals and batteries that will power next-generation mobility, technology, and weapons. It all sounds great and makes ...
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 ...