Supply Chain: Upstream and Midstream

What Is Driving or Holding Back Midstream Capacity Outside China?

Source: Content & analysis provided by CRU Group Distinguished Partner). For more information, visit crugroup.com.

Asian producers have been pivoting their strategies to capture overseas markets

Europe and North America are working to nurture a domestic supply chain while adopting policies to reduce reliance on China. China is responding with technology export controls.

Precursor and cathode material production the first point of consumption for battery chemicals - is gradually expanding outside China.

But the higher costs and investment risks are deterring more profound investments

Therefore, supply clusters up to now have been converging on what are seen as low-cost, low-risk countries like Indonesia and Morocco to supply the major markets

Extracted from the PDF; charts and images may read imperfectly.