Article Public (all visitors)

Green supply chains; Asia’s battery battlefield.

The Economist 2023

A battery supply chain that excludes China looks impossible. The outcome will be determined in Asia, where most battery supply chains are based. The first bottlenecks are in materials production and processing, including two of the most crucial battery materials, lithium, and nickel. Green industrial policy and hawkish security policies are clashing | Asia

View Original Source

Curated by

FoundryBase

Updated 4 days ago

ENERGY GLOBALIZATION ASIA CHINA INDONESIA PHILIPPINES SE ASIA

Save

Bookmark this resource

Browse more

View all Articles

Summary:

This article is discussing how the global battery supply chain is heavily dependent on China and materials production in Asia, and how industrial and security policies are clashing there. The main message of the article is that a battery supply chain excluding China looks impossible given the current geopolitical situation in Asia. The author is making a point about how the outcome of this situation will be determined by Asian countries, emphasizing the importance of industrial policy and security for global trade. The 2 paragraph summary can be as follows: Amidst increased tensions between major countries in light of business closures due to COVID-19, many global businesses have had to shift their strategies away from traditional markets such as China. With batteries being such an important component for modern technologies, this article discusses the potential struggles that come with forming battery supply chains without involving Chinese production and processing. It's argued that most materials used to make batteries are sourced from Asia, and so green industrial policy from Asian nations will play an important role in determining if it is possible to have a totally non-Chinese battery industry.

Keywords: Battery Supply Chain, China Exclusion, Industrial Policy, Security Policies, Lithium/Nickel Materials Production

No comments yet. Be the first to comment!