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
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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.