Majority of the world's battery manufacturing capacity is dominated by just a small handful of players: https://en.wikipedia.org/wiki/List_of_electric_vehicle_

Majority of the world's battery manufacturing capacity is dominated by just a small handful of players: https://en.wikipedia.org/wiki/List_of_electric_vehicle_battery_manufacturers https://en.wikipedia.org/wiki/List_of_electric_vehicle_batte... Just 11 companies control 90+% of manufacturing capacity, I think they might need to adjust their ambitions in the face of demand, but I think most of them are too big to fail.