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The China-Global South Podcast
China's Dominance of the EV Battery Metal Supply Chain
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.
01:00:25
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Quick takeaways
- China dominates 90% of the global market for critical minerals, posing challenges for Western countries in reducing dependence on China for the supply chain of battery metals.
- Decoupling from China in the battery metal supply chain is impractical and undesirable, as Western governments must focus on innovation and leveling the playing field to overcome China's dominance.
Deep dives
The Dominance of China in the Global Market for Critical Minerals
China currently dominates about 90% of the global market for critical minerals, causing concern in Washington. Chinese companies are seen as bad for Africa due to environmental record, human rights violations, and debt burdens. However, there is a push for value-added presence of the Democratic Republic of the Congo (DRC) in the supply chain of critical minerals, with Jikamin launching a germanium industry to meet Europe and the US demand. The DRC aims to attract more actors to the mining sector while still welcoming Chinese companies. Saudi Arabia is also entering the business of critical minerals in the DRC.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode