Battery Supply Chain
China Pays Premium for Ghana Lithium as Battery Supply Race Intensifies
Huayou Cobalt's $210M acquisition of Atlantic Lithium extends Beijing's control over African critical minerals, countering US diversification efforts as lithium prices surge 50% year-to-date.
US Signs First Commercial Cobalt Refinery Deal, Targeting China’s 75% Processing Monopoly
EVelution Energy's $850 million Mitsui offtake agreement marks the first attempt to build domestic cobalt refining capacity as IRA compliance deadlines loom and battery demand accelerates.
Hormuz Crisis Forces China’s Energy Pivot to North Africa
Strait closure accelerates Algeria oil deals and Morocco battery hub expansion as Beijing rewires supply chains away from Persian Gulf dependency.
What Is the Lithium Triangle and Why Does It Matter?
Argentina, Chile, and Bolivia control 58% of global lithium reserves, but divergent extraction policies and Chinese dominance of refining are reshaping who controls the electric vehicle revolution.
Lithium Triangle Splits Three Ways as Milei Opens Argentina, Chile Nationalizes, Bolivia Stalls
Political shifts across South America's battery belt are creating divergent investment regimes just as EV demand reshapes global supply chains.