This graphic compares battery capacity by cathode type across major countries.
China holds about two-thirds of global BESS capacity.
Chinese brands accounted for 62% of global EV sales in 2024.
A surplus of key metals is expected to shift to a major deficit within a decade.
This graphic underscores the scale of the challenge the bloc faces in strengthening its critical mineral supply by 2030.
Chinese companies are expected to control 46% of the cobalt supply by 2030.
Cell prices have fallen 73% since 2014.
Chinese companies are expected to hold nearly 70% of global battery capacity by decade's end.
Chinese miners are set to overtake major producers by 2025.
Investment in batteries is expected to surpass $1.6 trillion by 2040.
