Why China’s EV Dominance May Be Coming to an End

An employee works on the production line of electric vehicle battery manufacturer Octillion in Hefei, Anhui province, China, on March 30, 2021. Aly Song/Reuters

News Analysis

Amid global geopolitical tension and the need to reduce sourcing risks, countries including the United States and businesses worldwide are seeking alternatives to China for their sources of raw materials, particularly for electric vehicles (EVs).