Lithium Wars—It’s ‘Game On’ for China and the US

Beijing is cornering the market on lithium as the US pushes high EV adoption targets—what could possibly go wrong?

Lithium batteries displayed in the workshop of a lithium battery manufacturing company in Huaibei, eastern China's Anhui Province, on Nov. 14, 2020. STR/AFP via Getty Images

Commentary

The United States is well on its way to creating a lithium demand curve that may only be met by China—but only if Beijing feels like it.