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China’s Ownership Of The Supply Chain Extends Beyond Its Borders
China does not have significant geological deposits of battery raw materials, but companies have invested in overseas operations and in processing capacity at home
This is manifested as dominance in the midstream for chemical intermediates and active materials
Vertical integration is a strategic benefit as well as a cost advantage
Despite US FEOC rules prompting some operations to reduce their Chinese ownership stake, many non-Chinese upstream and midstream projects have been curtailed in 2024, leaving the overall picture unchanged
China’s supply chain dominance has led to intensely competitive conditions that are squeezing non-Chinese producers
Source: Content & analysis provided courtesy of CRU Group (Distinguished Partner), BloombergNEF (Distinguished Partner); Top chart shows production by ownership; bottom charts show capacity by location.
Extracted from the PDF; charts and images may read imperfectly.
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