Chamath-Backed Vivas Kumar on Mitra Chem, Lithium Wars and Trump’s EV Vision
Rock Stock Channel
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Battery Diplomacy: Reshaping U.S.-China Relations
This chapter delves into the geopolitical landscape surrounding lithium iron phosphate battery production, spotlighting the dominance of Chinese manufacturing and the urgent need for U.S. independence in this sector. It advocates for collaboration with Chinese firms to boost local production and investment in the U.S. electric vehicle market, while exploring the implications of recent executive orders and energy reforms. The discussion underscores a shift from competition to collaboration, emphasizing lessons from historical diplomatic strategies as the U.S. seeks to enhance its battery supply chain.
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