China’s Massive EV Battery Industry: Can the U.S. Catch Up? | WSJ U.S. vs. China
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Published 2023-03-24
The U.S. government is spending billions of dollars to take on China’s dominance in EV batteries. WSJ explores whether the U.S. can overcome these disadvantages.
0:00 Of the ten biggest EV battery companies in the world, six are Chinese
0:52 U.S. vs China: final assembly of EV batteries
1:57 U.S. vs China: component production of anodes, cathodes, separators and electrolytes
3:46 U.S. vs China: raw materials processing and separating
4:30 U.S. vs China: raw materials extraction
5:34 Could recycling help the U.S. catch up to China’s battery production output?
U.S. vs. China
This original video series explores the rivalry between the two superpowers’ competing efforts to develop the technologies that are reshaping our world.
#China #EV #WSJ
All Comments (21)
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I advise CTAL founder's daughter not to travel to Canada or US.
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Just do what you've done before. Can't compete? Ban it.
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China doesn’t have a traditional automobile industry who’s lobbying against EV at every opportunity. China went full speed on EV since 2010s
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Are they going to ban China ev cuz they can’t compete again?
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CATL should avoid traveling to US or Canada,cos they might get arrested and force the company to sell it to the US company, infact all the big companies where US can't keep up company CEO should avoid US.
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I work in a startup battery plant in TN. We are building electrode materials in house, ordering all equipment from Chinese vendors, and I can confirm we experience every issue in this video.
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Its not just about building batteries, you need to have customers to sell those batteries to, and China is both the world's largest auto market and the world's biggest EV market, by far. Japan and South Korea used to get around small domestic market by exporting to the US, but senile American politicians still mentally live in a world where the US has the largest market, and between open hostility toward China and IRA against Europe, basically killed any prospect of American batteries being exported anywhere, guaranteeing any effort to make batteries in the US will commercially fail and rely on subsidies forever.
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A lot of the cause of the US lagging China in this area is irrational opposition to EVs on the right and irrational opposition to mining on the left.
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Developing technology is about solving problems and producing good products, it is funny it is about challenging other”s dominance like in US
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In the years China developed a mass EV battery industry, the US developed a much more sophisticated system of using pronouns.
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Gonna ban Chinese vehicles just like how they are trying to ban TikTok 😂
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I know people who still go around claiming China is copying the west 😂
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Only if everyone can work together to build for a better future...
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China is leading the way in EV technology! Great news for the environment!
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The simple answer is no. You can't even build affordable homes in the US.
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obviously Nicole and Cobalt battery is national security threat
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What's not mentioned is Standard setting. Chinese battery makers like CATL is developing modular swappable batteries, for eg. if your battery is 75% full, but you need to travel long distance. Swapping the whole battery is wasteful, so CATL's future batteries can swap the 25% empty battery at the station and essentially "fill" your EV up to 100% charge. This requires deep cooperation with car makers, in setting up a standard, once that is establish, it will be impossible for US company to compete.
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Salton and Sea in California is a game changer
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another national security issue I guess 😂
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The US’s definition for Fairness is The US takes advantage.
