Can the World Make an Electric Car Battery Without China?
"The only winner so far is China.
Despite billions in Western investment, China is so far ahead — mining rare minerals, training engineers and building huge factories — that the rest of the world may take decades to catch up.
Even by 2030, China will make more than twice as many batteries as every other country combined, according to estimates from Benchmark Minerals, a consulting group."
https://www.nytimes.com/interactive/2023/05/16/business/china-ev-battery.html