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Category: Supply Chain

Posted on August 22, 2023

When Great Power Conflict and Climate Action Collide

Jason Bordoff and Meghan O’Sullivan map out how decarbonization will transform the world economy and geopolitics.
Posted on July 21, 2023

Lawmakers Challenge Ford and Chinese Battery Partner Over Forced Labor

Republicans are raising fresh concerns about CATL, the battery maker Ford is working with to bring new technology to the U.S., and its connections to Xinjiang.
Posted on July 21, 2023

Lawmakers Challenge Ford and Chinese Battery Partner Over Forced Labor

Republicans are raising fresh concerns about CATL, the battery maker Ford is working with to bring new technology to the U.S., and its connections to Xinjiang.
Posted on July 5, 2023

G.M.’s Sales Jumped 19% in the Second Quarter

The biggest U.S. automaker sold more trucks and sport-utility vehicles as supply chain problems eased and demand remained strong.
Posted on July 2, 2023

Lithium Scarcity Pushes Carmakers Into the Mining Business

Ford, General Motors and others are striking deals with mining companies to avoid raw material shortages that could thwart their electric vehicle ambitions.
Posted on May 31, 2023

Europe Frets U.S. Battery Factory Subsidies Will Hurt, Not Help

The European Union is trying to assemble the building blocks to produce electric cars, but subsidies are luring companies to the United States.
Posted on May 25, 2023

EE. UU. necesita minerales para los carros eléctricos

A medida que el mundo cambia a fuentes de energía más limpias, el control sobre los materiales necesarios para impulsar esa transición sigue en disputa.
Posted on May 23, 2023

Australia Tries to Break Its Dependence on China for Lithium Mining

Half of the world’s supply of the critical battery ingredient is mined in Australia, which ships virtually all of it to China. The government and business are betting they can change that.
Posted on May 21, 2023

The U.S. Needs Minerals for Electric Cars. Everyone Else Wants Them Too.

The United States is entering an array of agreements to secure the critical minerals necessary for the energy transition, but it’s not clear which of the arrangements can succeed.
Posted on May 16, 2023

Can the World Make an Electric Car Battery Without China?

From mines to refineries and factories, China began investing decades ago. Today, most of your electric car batteries are made in China and that’s unlikely to change soon.

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