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EV Automakers Get Reprieve in U.S. Tax Credit Rules

The U.S. government gave automakers a reprieve Friday when finalizing electric vehicle tax credit rules by letting cars that contain Chinese graphite qualify for the consumer credits through 2026. The confirmation came as the Treasury Department and Internal Revenue Service published final ...

Africa is at the Center of U.S.-China Competition for Critical Resources

U.S. lawmakers met this week to discuss how to combat the use of child labor in the Democratic Republic of the Congo's cobalt mining sector which they claim is largely controlled by Chinese mining companies. The issue is part of a ...

Lithium Rush: The Risks and Rewards of a China-Led Commodity Boom for Latin America and the Caribbean’s Transition Materials

By Zara C. Albright At last week’s Belt and Road Forum, China announced the creation of the Green Investment and Finance Partnership (GIFP), part of the $100 billion in new financing for the Belt and Road Initiative (BRI), aimed at ...

Mapping the Chinese Cobalt Supply Chain in the DR Congo

The China-Global South Project is proud to announce the first-ever mapping of the Chinese cobalt supply chain in the Democratic Republic of the Congo. ...

U.S. Bid to Challenge China’s Dominance of the Battery Metal Supply Chain in Africa Faces Two Key Hurdles

Widely perceived as a major and concrete U.S. move to counter China in the supply chain of critical minerals in Africa, the U.S.-DR Congo-Zambia MoU signed last December in Washington, D.C., will confront significant challenges, mainly for the DRC and Zambia.  Both ...

China, Like the U.S., Wants to Onshore More of Its Critical Resource Mining

China appears to share many of the concerns over the security of its supply chains for critical minerals that now dominate conversations in North American, European and some Asian capitals. Wang Guanghua, China's minister for natural resources, explained in a lengthy ...

The Cost to Build An EV Battery is Going Up… A Lot

This chart explains in part why Chinese battery giants are moving as fast as possible to lock up supplies of the key ingredients needed to manufacture lithium-ion batteries used to power electric vehicles. With the cost of certain materials, particularly lithium ...

Battery Metals Revealing the Limits of U.S. Pressure?

The meeting between Chinese President Xi Jinping and his Indonesian counterpart Joko Widodo is currently dominating China-Global South conversations. This isn’t because anything particularly notable emerged from their discussion. Rather, the very blandness of the meeting seems to signal a possible normalization of Chinese outward engagement, which ...

U.S. Forms Coalition to Break China’s Hold on Critical Mineral Supply Chains

The United States, along with partner countries in North America, Europe, and Asia unveiled a new Mineral Security Partnership (MSP) pact earlier this month that aims to challenge China's control of supply chains for critical resources like cobalt and rare earths.
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