Battery Raw Materials:
• 67% of global lithium processing controlled by China
• 73% of cobalt and 70% of graphite processed by China
• 95% of manganese controlled by China
• 68% of cobalt refining capacity and 72% of lithium refining capacity in Chinese hands
• 67% of global lithium processing controlled by China
• 73% of cobalt and 70% of graphite processed by China
• 95% of manganese controlled by China
• 68% of cobalt refining capacity and 72% of lithium refining capacity in Chinese hands
Comments
• China controls 80%+ of all solar panel manufacturing stages
• 97% of silicon wafers made in China
• 35% of polysilicon comes from Xinjiang region specifically
• Europe has only 11% of global polysilicon production capacity
1. Processing Bottlenecks: China expected to control 90% of lithium metal anode production by 2025
2. Cost Disadvantage: Manufacturing costs 35% higher in Europe than China
4. Supply Security: Geopolitical risks could disrupt access to critical materials