China has imposed new restrictions on the export of materials and technologies related to cathode production, the essential components used in electric vehicle (EV) batteries. This protectionist move—officially justified as a measure to ensure the “sustainable development” of the domestic battery industry—adds another layer of control over the global supply chain of strategic materials Years ago, Beijing had fully opened its doors to Western companies eager to manufacture locally. Over time, however, China has gradually distanced itself from these partnerships—absorbing foreign technologies, replicating production models, and building up the industrial…
Read MoreExports of battery materials and technologies: Pechino imposes new restrictions
