

China's Dominance of the EV Battery Metal Supply Chain
10 snips Oct 18, 2023
Henry Sanderson, an executive editor at Benchmark Mineral Intelligence, joins the podcast to discuss China's dominance in the EV battery metal supply chain. They talk about recent mining deals in countries like Chile, Morocco, and Zimbabwe, and the implications for G7 countries. The podcast also explores the challenges of reducing US reliance on China for battery production and discusses the dynamics between Western and Chinese sectors in Africa.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Shift in the mining sector and the role of Jekamins in the DRC
04:18 • 2min
Battery Metal Prices and Geopolitical Implications
06:34 • 14min
US Reliance on China for EV Battery Production
20:46 • 24min
Private Sector Dynamics and Infrastructure Development in Africa
44:19 • 11min
Discussion on China Global South daily brief, Cobalt Data Project, and Progei Africcin
55:44 • 2min
Updates on Coverage and Announcement of YouTube Shows
57:49 • 2min