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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 ...
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The China-Global South Project

Related Posts

COVID Lockdowns Hit Cobalt Prices

Chinese cobalt prices fell about 13% from a peak in May as China’s ongoing COVID lockdowns hit demand for electric vehicles.  The dynamic reveals a gap between the Chinese domestic price for the metal and how that price is calculated globally. The ...
Leading from the “Global Middle”: China’s Bid to Host the New Ocean Treaty
Fishermen conduct abalone management and protection operations at sea in the waters of Xiaocheng Town, Lianjiang County, Fuzhou City, Fujian Province, China, on March 14, 2026. (Photo by Costfoto/NurPhoto) (Photo by CFOTO / NurPhoto / NurPhoto via AFP)
"China's financial commitments are simply more tangible and easier to grasp than those of Europe," one delegate from an island state remarked to me on a bright spring day in late March, as we both gazed out at the East River from the United Nations Headquarters. Behind us, in airless ...

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 ...

COVID Lockdowns Hit Cobalt Prices

Chinese cobalt prices fell about 13% from a peak in May as China’s ongoing COVID lockdowns hit demand for electric vehicles.  The dynamic reveals a gap between the Chinese domestic price for the metal and how that price is calculated globally. The ...
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