China electric vehicles

Electrification—whether in cars, ships, or grid-scale storage—is one of the most transformative industrial shifts of our time. But behind the momentum lies a critical vulnerability: the world’s heavy reliance on China for the battery supply chain. China refines the majority of the world’s lithium, cobalt, and graphite, and produces over 70% of all lithium-ion cells. … Overcoming Supply Chain Challenges to Global Electrification

In a move that will reshape the global electric vehicle (EV) market, China published GB 38031-2025, the world’s most stringent standard for EV battery safety. The implications are vast, encompassing technological, economic, and geopolitical aspects.