Tag: electric vehicle batteries

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China’s CATL and BYD Control 55% of Global EV Battery Market" style="width: 100%; height: auto;" />

China’s CATL and BYD Control 55% of Global EV Battery Market

Two Chinese EV battery companies, CATL and BYD, accounted for more than half of global electric-vehicle battery usage from January through November 2025, according to data released by South Korean market research firm SNE Research. Global EV battery usage totaled ...

With Edwin Shri Bimo

Southeast Asia
The China-Global South Project

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Congo Uses Cobalt Export Limits to Force Processing Deals With Chinese Miners" style="width: 100%; height: auto;" />

Congo Uses Cobalt Export Limits to Force Processing Deals With Chinese Miners

The Democratic Republic of Congo appears determined to leverage its negotiating power with Chinese and other mining companies to secure major concessions on local cobalt processing. That was the signal sent by Congolese Mines Minister Louis Watum, who said — according ...
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Key Battery Metal Prices to Remain in Doldrums for the Foreseeable Future, Says Goldman Sachs Forecast" style="width: 100%; height: auto;" />

Key Battery Metal Prices to Remain in Doldrums for the Foreseeable Future, Says Goldman Sachs Forecast

The prices of essential resources used to manufacture electric vehicle batteries will remain under severe pressure for at least the next 12 months, according to a forecast by U.S. investment bank Goldman Sachs. A combination of factors is contributing to the ...
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South Korea Moves to Reduce Reliance on China for EV Battery Metals" style="width: 100%; height: auto;" />

South Korea Moves to Reduce Reliance on China for EV Battery Metals

The South Korean government introduced new measures this week to reduce its dependence on China for 185 different critical resources, many of which are used to manufacture EV batteries. The Ministry of Industry, Trade and Energy announced on Wednesday new measures that ...
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China Limits Exports of Graphite to Counter U.S. Technology Restrictions" style="width: 100%; height: auto;" />

China Limits Exports of Graphite to Counter U.S. Technology Restrictions

The Chinese government announced it will soon restrict the export of three grades of graphite, a key ingredient in EV batteries and nuclear power plants, in retaliation for U.S.-led restrictions on technology sales to Chinese companies. China's Ministry of Commerce ...

Analysis

How China Is Wooing Paraguay’s Political Class Away From Longtime Ally Taiwan

How China Is Wooing Paraguay’s Political Class Away From Longtime Ally Taiwan
An electric bus donated by the Taiwanese government drives through a neighbourhood in Asuncion, Paraguay, March 3, 2026. REUTERS/Cesar Olmedo
By Daniela Desantis and Lucinda Elliott When Paraguayan opposition lawmaker Leidy Galeano returned from an all-expenses-paid tour of six Chinese cities late last year, she was convinced Paraguay risked missing out on major economic gains by sticking with longtime ally Taiwan over Beijing - a message participants on ...
by
Reuters
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China’s CATL and BYD Control 55% of Global EV Battery Market

Two Chinese EV battery companies, CATL and BYD, accounted for more than half of global electric-vehicle battery usage from January through November 2025, according to data released by South Korean market research firm SNE Research. Global EV battery usage totaled ...

Congo Uses Cobalt Export Limits to Force Processing Deals With Chinese Miners

The Democratic Republic of Congo appears determined to leverage its negotiating power with Chinese and other mining companies to secure major concessions on local cobalt processing. That was the signal sent by Congolese Mines Minister Louis Watum, who said — according ...

Key Battery Metal Prices to Remain in Doldrums for the Foreseeable Future, Says Goldman Sachs Forecast

The prices of essential resources used to manufacture electric vehicle batteries will remain under severe pressure for at least the next 12 months, according to a forecast by U.S. investment bank Goldman Sachs. A combination of factors is contributing to the ...

South Korea Moves to Reduce Reliance on China for EV Battery Metals

The South Korean government introduced new measures this week to reduce its dependence on China for 185 different critical resources, many of which are used to manufacture EV batteries. The Ministry of Industry, Trade and Energy announced on Wednesday new measures that ...

China Limits Exports of Graphite to Counter U.S. Technology Restrictions

The Chinese government announced it will soon restrict the export of three grades of graphite, a key ingredient in EV batteries and nuclear power plants, in retaliation for U.S.-led restrictions on technology sales to Chinese companies. China's Ministry of Commerce ...

China Takes Advantage of Cobalt’s Low Price to Boost Strategic Reserve

The Chinese government plans to fortify its stockpile of cobalt, a critical resource used to manufacture electric vehicle batteries. Insiders tell Reuters that the Strategic Reserves Administration plans to purchase 3,100 metric tons of the blue metal in a move likely timed ...

Japan Moves to Build China-Free EV Battery Supply Chain

Nishimura Yasutoshi, Japan's economy and industry minister, spent last week crisscrossing southern Africa on a five-nation tour at the behest of his country's auto industry that is looking for new supplies of the raw materials needed to power electric vehicles. Japan, like ...

Unhappy With Continued Reliance on China for Critical Minerals, U.S. Senators Push Biden to Act

In a rare display of bipartisanship, a group of U.S. Senators this week sent letters to four cabinet members expressing their frustration over the administration's lack of progress in using funds allocated by Congress in the Energy Act of 2020 to build a domestic critical mineral supply chain.

DRC Industry Minister Meets With Two Key Chinese Players in the EV Battery Business

A meeting last week between a pair of senior Chinese executives and the DR Congo's Industry Minister, Julien Paluku, hints that the government is moving to expand domestic processing of raw materials used to manufacture electric vehicle batteries. Paluku met ...

Chinese and Australian Companies Battle For Control of Massive Congolese Lithium Mine

Two mining majors, one from China and the other from Australia, are fighting a pitched battle over a 15% share of the massive Manono lithium mine in the southern Democratic Republic of the Congo. While normally such a small ownership stake is ...
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