How much does China support the battery industry?

Researchers at the Center for Strategic and International Studies calculated that Chinese government support for the battery and EV sector totaled $230 billion from 2009 to 2023. 5 China dominates the manufacturing of every component of battery cells as well as the upstream supply chain (see figure 2a).

Will China add battery cathode technology to controlled exports?

China also wants to add battery cathode technology to its list of controlled exports, according to a notice published Thursday by the Commerce Ministry soliciting public comment, on top of the proposed restrictions on technology related to producing lithium and gallium.

Will the US ever pull out of lithium-ion batteries?

Over the last two years, U.S. federal incentives for the battery supply chain have surged, but more than 90 percent of the funding spree has supported current generation, lithium-ion batteries. China’s lead in lithium-ion technology is such that the United States will struggle to ever pull even.

Are China's batteries a threat to the lithium-ion industry?

As next-generation batteries reach commercial markets, China is forecasted to take only a minority share of their production by 2030, according to Benchmark Mineral Intelligence, which explains, “In a way, China sees solid-state batteries as a risk to their control over the lithium-ion battery industry.” 18

Is battery technology politicized in China?

But even before that happens, we are already seeing battery technology become increasingly politicized in both the United States and China. To bring the Michigan plant to fruition, Ford has been careful from the beginning. The deal it struck with CATL ensured that the Chinese company would not get any stake in the plant or ability to control it.

What if China approves new EV batteries?

If approved, as is likely, the new additions are expected to form a future round of export controls imposed by China on a slew of critical materials and the technology needed to produce them, which are crucial to manufacturing semiconductors and EV batteries.