Supply Chain
Pages 518–535 (18 pages)
Text on page 535
Global Strategy & Footprint of Chinese Battery Supply Chain Enterprises Cont. Part 1 The Toolkit - Core Cooperation Models
The Imperative of Global Cooperation
Direct Investment
Joint Ventures
Technology Licensing
Upstream Integration
Building wholly-owned plants for localized, end-to-end manufacturing. (e.g.,CATL in Europe)
Partnering with local industry leaders to share risk, capital, and market access. (e.g.,EVE with Daimler Truck in the US
Providing proprietary technology, equipment,and services to navigate policy barriers. (e.g., CATL with Ford)
Acquiring stakes in or developing global mineral assets to guarantee raw material supply. (e.g., Chinese firms in South America's 'Lithium Triangle')
Part 2 The Road Ahead Supply Chain Regionalization
ESG as a Hard Requirement
The Next-Gen Technology Race
The global model is shifting towards resilient, diversified networks ('Europe for Europe,''North America for North America') to mitigate geopolitical risk. Chinese firms are central to building these new regional ecosystems.
With initiatives like the EU's 'Battery Passport,'sustainability is now a non-negotiable for market access. Chinese leaders are proactively shaping these global standards through the Global Battery Alliance GBA.
Cooperation will intensify beyond current production to focus on joint R&D in next-generation technologies like solid-state and sodium-ion batteries to secure future leadership
Source: 1. Global EV Outlook 2024 2. Benchmark Mineral Intelligence Distinguished Partner)
For China, a global footprint is a necessity: Inherently Global Supply Chain: The battery value chain is geographically dispersed by nature. Upstream Resources: Critical minerals like lithium, cobalt, and nickel are concentrated in specific regions, requiring international partnerships to secure supply Downstream Markets: Application markets are global, demanding localized production and service to meet customer needs and navigate trade policies.
Extracted from the PDF; charts and images may read imperfectly.
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