China holds the advantages in EV battery manufacturing

The expansion of battery and electric vehicle manufacturing is increasing competition for key raw and refined materials

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In this article

  • EV targets
  • Opportunity from the technological shift
  • Supply chain chokepoints
  • REE
  • Cobalt
  • Lithium
  • Graphite
  • Supply chain security remains far off

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.