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Mitra Chem's Vivas Kumar: "Building a US battery champion"
The Times Tech Podcast
Is China the King of the Supply Chain?
The majority of the world's battery supply chain capacity for relevant lithium chemicals, nickel called wall chemicals, all flows through China. Rare earths are not used in batteries, but they are also used in defense applications and in permanent magnets in the car. If you look back far enough in the supply chain, you are going to see a bottleneck in the form of Chinese state-back control over these resources.
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