Saturday, March 14, 2026

Biden Seeks to Erode Chinese Supply Chain Advantage in Batteries

In the quest for the clean energy revolution, the United States is one of many countries that have ramped up investment in electric vehicles manufacturing and renewable energy sources to power the shift away from fossil fuels.
But that is an industry that has already been staked out by another power: China. After a decadeslong push, Beijing wields considerable control over supply chains for lithium-ion batteries, which are critical to everything from electric cars to smartphones. That dominance has transformed those powerful batteries—and the key metals they comprise of—into a thorny geopolitical flash point during a period of heightened tensions.
“China is the dominant player across the supply chain for almost all of these critical minerals,” said Morgan Bazilian, director of the Payne Institute at the Colorado School of Mines and a former lead energy specialist at…

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