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Hmm, I don't think that gives an accurate picture, China: > ... has about 70% of the world’s production capacity of cathodes (the part of the cell that receive
by ZeroGravitas 3y ago
Hmm, I don't think that gives an accurate picture, China:
> ... has about 70% of the world’s production capacity of cathodes (the part of the cell that receives electrons) and more than 80% of anodes (the part that releases electrons on discharge), and well over half of electrolyte and separator output. Those parts come together to make a lithium-ion battery, more than three quarters of which are made in China and mostly by just two firms — Contemporary Amperex Technology Co. Ltd. and BYD Co.
- seanmcdirmid 3y agoCATL and BYD are the top battery producers, after all. But after that you see Japanese and Korean manufacturers. Also, most of the batteries produced by CATL and BYD are going to satisfy internal Chinese demand, whereas most of the cars in the west are using non-Chinese batteries. Tesla using CATL batteries in their entry level Model 3 is a huge breakthrough for Chinese battery manufacturers.