Battery Supply Chain

Energy Geopolitics

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.

8 min read ·
Energy Knowledge Base

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.

9 min read ·
Energy

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.

9 min read ·