China s lithium battery solar container strategy

Does China control the lithium-ion battery supply chain?

In a recent study, researchers from Fraunhofer FFB and the University of Münster analyzed the ownership structures and geopolitical dependencies along this supply chain. The result: China controls almost the entire value chain of lithium-ion batteries - from the extraction of raw materials to the production of the batteries.

How will China impact the global battery supply chain?

A particular focus was on the impact of China, given the potential repercussions of future export restrictions on specific battery production technologies, which could significantly affect the global supply chain .

Does China have a battery storage strategy?

China’s government has encouraged various battery storage deployment strategies. Since 2021, local governments and power grid enterprises put forward “centralized renewable energy + energy storage” development incentive policies 1, 23, 24.

What is the lithium supply chain of China?

In fact, the lithium supply chain of China refers not only to lithium ore, primary products, secondary products, and final products but also refers to multiple countries that trade with China at various stages of the lithium resources chain. The scholarly focus on securing supply chains for critical metals has grown increasingly important.

Which countries dominate the lithium-ion battery supply chain?

The study by the Münster researchers shows that China dominates the entire lithium-ion battery value chain - from raw materials to production, worldwide. Similar to China, Europe, and the USA are also intensifying their efforts to gain greater control over the lithium-ion battery supply chain by acquiring mines and refineries.

How can a Li-ion battery supply chain be improved?

By addressing bottlenecks in the Li-ion battery supply chain, this project directly supports the expansion of electric vehicles (EVs) and energy storage systems. Electrification holds significant potential for improving energy efficiency and reducing supply chain vulnerabilities.