BLUF

This article argues there are more EV geopolitical issues than just tariffs and overcapacity.

Summary

  1. The EV supply chain spans materials, goods, and production.
  2. Key resources like lithium and cobalt have limited suppliers.
  3. U.S. and EU trade policies affect Chinese EV market access.
  4. Data regulations shape EV production strategies.
  5. Supply of crucial EV resources is controlled by few countries.

References