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1 – 10 of 41Short-term factors combined to strengthen prices, including widespread flooding in China’s Sichuan province and low capacity utilisation among producers outside China. In the…
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DOI: 10.1108/OXAN-DB261080
ISSN: 2633-304X
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The battery is the most expensive and performance-critical element of an electric vehicle (EV). China's dominance in the sector therefore has strategic implications, because the…
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DOI: 10.1108/OXAN-DB266290
ISSN: 2633-304X
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Geographic
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China accounts for 70% of global output of rare earths, which are key for the production of electric vehicles (EVs) and certain weapons, including missiles.
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DOI: 10.1108/OXAN-DB283343
ISSN: 2633-304X
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Critical minerals supply will be key to all economies’ prospects ahead just as fossil fuel trade balances have been
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DOI: 10.1108/OXAN-GA280496
ISSN: 2633-304X
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Chinese EV automakers are rapidly catching up to Tesla in market share at home and pushing into foreign markets, exploiting a cost advantage over their foreign competitors…
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DOI: 10.1108/OXAN-DB275304
ISSN: 2633-304X
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Global cobalt market.
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DOI: 10.1108/OXAN-DB236325
ISSN: 2633-304X
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Although it does not have the force of law, the IPEF Supply Chain Agreement, along with the associated IPEF Critical Minerals Dialogue, is expected to strengthen chains of…
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DOI: 10.1108/OXAN-DB285616
ISSN: 2633-304X
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Various countries will increasingly permit or conduct seabed mining within their jurisdiction, while demand for metals for the green energy transition and international tensions…
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DOI: 10.1108/OXAN-DB283126
ISSN: 2633-304X
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As tensions build between Beijing and Western governments, Beijing may increasingly be tempted to weaponise its dominance. It could limit supplies in response to sanctions and…
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DOI: 10.1108/OXAN-DB276735
ISSN: 2633-304X
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Volkswagen (VW) announced last month that its first battery facility outside Europe would be built in Ontario. While Canada has strong potential in this sector, the scale of the…