EIRP U.S.-Korea Energy Series – Working Paper No. 3

In the third paper in EIRP’s US-Korea Energy Series, David Gattie and Chase Duncan of the University of Georgia’s Center for International Trade and Security address China’s dominance of electric vehicle battery supply chains and how further US-Korea cooperation could support American policy goals.

In “China’s EV Battery Dominance: The Need for US-South Korea Cooperation,” Gattie and Duncan explain the roles of lithium, nickel, and cobalt in EV battery supply chains, assess China’s global role in mining processing these minerals, and provide an overview of Beijing’s resulting political and economic leverage. They call for deeper US-South Korea cooperation in EV and battery supply chains as a means to reduce China’s leverage.

Read the report here.

“China’s EV Battery Dominance” is the third in a series of EIRP working papers on US-Korea Clean Energy. Earlier papers offered American and South Korean perspectives on the solar photovoltaic industry. The fourth paper in the series provides a South Korean view of the US-China competition surrounding EV batteries.

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