“American or even Chinese policymakers may yet deliver nasty surprises: Beijing still controls supply chains for the raw materials like graphite, opens new tab that go into battery cells and so could hamper production if trade tensions rise again.“
Sounds like the us needs to take a play out of the Chinese playbook and internalize the battery supply chain or face a crisis in 2027 when Chinese and US interests begin to seriously conflict.
“American or even Chinese policymakers may yet deliver nasty surprises: Beijing still controls supply chains for the raw materials like graphite, opens new tab that go into battery cells and so could hamper production if trade tensions rise again.“
Sounds like the us needs to take a play out of the Chinese playbook and internalize the battery supply chain or face a crisis in 2027 when Chinese and US interests begin to seriously conflict.