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’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.
Rare Earths: The Global Implications of China’s Leading Role
China’s concentration of production, processing and exports has created structural dependencies with wide-ranging effects on critical industries.
China’s Comprehensive Role in Global Resources – Q4 2025
ANDAMAN PARTNERS examines China's role in global resources, which is complex, comprehensive and consequential.