VFBATTERY REPORT
China

Supply Chain

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Battery Report 2025, page 534: Supply Chain

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  1. https://www.iea.org/reports/global-ev-outlook-2024
Text on page 534

Global Strategy & Footprint of Chinese Battery Supply Chain Enterprises Europe: Powering the Automotive Heartland

Strategy: Deep Integration & Localization. Direct investment in gigafactories to establish a local presence. Objective: Supply legacy automakers (BMW, Mercedes-Benz, VW) directly, reduce logistical risks, and comply with local content rules. Key Projects: CATL plants in Germany, Hungary, Spain; EVE Energy in Hungary; CALB in Portugal.

Middle East & Africa: Tapping New Frontiers

North America: Navigating Policy with Innovation

Strategy: Resource & Energy Storage Deployment. Securing critical minerals and supplying massive grid-scale storage projects. Objective: Lock in essential resources (cobalt from DRC) and capitalize on renewable energy ambitions (Saudi Vision 2030). Key Projects: Chinese suppliers for Saudi Arabia's Red Sea & Bisha giga-storage projects; Gotion & CNGR building a battery hub in Morocco for EU/US markets.

Source: 1. Global EV Outlook 2024 2. Benchmark Mineral Intelligence

Strategy: Asset-Light & Policy-Driven Models. Adapting business structures to navigate regulations like the Inflation Reduction Act (IRA). Objective: Maintain market access while minimizing political and regulatory risks for partners. Key Projects: CATL's technology licensing & service model with Ford (Michigan).

Asia & South America: Securing the Full Value Chain

Strategy: Resource Control & Regional Hubs.Full-stack investment from mining to manufacturing. Objective: Secure upstream raw materials (Indonesian nickel, South American lithium) and build production bases for emerging Asian EV markets. Key Projects: CATL's integrated nickel project in Indonesia; Gotion’s LFP plant in Vietnam for VinFast; Huayou's material JVs in South Korea.

Extracted from the PDF; charts and images may read imperfectly.

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