Lithium Supply Is Diversifying, But China Controls the Value Chain
Global lithium output is expanding in Australia and Chile, but China dominates processing and battery exports, capturing most of the downstream value.
China and the Global Critical Minerals and Battery Supply Chain Landscape
Upstream mineral supply is globally distributed, but China remains the dominant actor in the midstream and downstream battery ecosystem.
Concentrated Processing, Dominant Manufacturing: China’s Dual Control of the EV Battery Value Chain
China’s dominance in battery-grade processing and cell manufacturing leaves global EV production dependent on two stages of the supply chain.
China Export Outlook 2026: Growth Will Be Driven by a Narrow Set of High-Momentum Products
As China’s export growth becomes more concentrated, a limited number of high-growth segments are combining rapid expansion with meaningful export scale.
China’s 10 Largest Mining Deals Since 2019: Large Gold, Copper and Lithium Acquisitions
Chinese mining M&A surged in 2019-2025, as China locked in supply-critical metals across Africa and Latin America.