The U.S. and Europe Must Take Control of the Climate Change Supply Chain

China currently dominates many of the key raw materials and production processes for essential climate change components. That wouldn’t necessarily be a bad thing if China could be trusted to be a good global partner. But they can’t.

Today North America accounts for only 3% of lithium refining capacity.

North America controls a whopping 1% of cathode active and graphite anode active material production. Europe has 5% of cathode active materials and 1% of graphite anode active materials.

The situation is slightly improved for battery cell and electric vehicle production. North America accounts for 10% and Europe 11%.

EVs are in the same range. North America produces 10% of worldwide EVs with Europe kicking in 17%.

We need more balance in these percentages to ensure achieving our net-zero goals.