China’s Massive EV Battery Industry: Can the U.S. Catch Up? | WSJ U.S. vs. China 

I advise CTAL founder's daughter not to travel to Canada or US.

Are they going to ban China ev cuz they can’t compete again?

China doesn’t have a traditional automobile industry who’s lobbying against EV at every opportunity. China went full speed on EV since 2010s

CATL should avoid traveling to US or Canada,cos they might get arrested and force the company to sell it to the US company, infact all the big companies where US can't keep up company CEO should avoid US.

Its not just about building batteries, you need to have customers to sell those batteries to, and China is both the world's largest auto market and the world's biggest EV market, by far. Japan and South Korea used to get around small domestic market by exporting to the US, but senile American politicians still mentally live in a world where the US has the largest market, and between open hostility toward China and IRA against Europe, basically killed any prospect of American batteries being exported anywhere, guaranteeing any effort to make batteries in the US will commercially fail and rely on subsidies forever.

I work in a startup battery plant in TN. We are building electrode materials in house, ordering all equipment from Chinese vendors, and I can confirm we experience every issue in this video.

Gonna ban Chinese vehicles just like how they are trying to ban TikTok 😂

Developing technology is about solving problems and producing good products, it is funny it is about challenging other”s dominance like in US

In the years China developed a mass EV battery industry, the US developed a much more sophisticated system of using pronouns.

Just do what you've done before. Can't compete? Ban it.

The simple answer is no. You can't even build affordable homes in the US.

I know people who still go around claiming China is copying the west 😂

A lot of the cause of the US lagging China in this area is irrational opposition to EVs on the right and irrational opposition to mining on the left.

another national security issue I guess 😂

One more thing to add to the American anxiety.

obviously Nicole and Cobalt battery is national security threat

Only if everyone can work together to build for a better future...

China is leading the way in EV technology! Great news for the environment!

The US’s definition for Fairness is The US takes advantage.

What's not mentioned is Standard setting. Chinese battery makers like CATL is developing modular swappable batteries, for eg. if your battery is 75% full, but you need to travel long distance. Swapping the whole battery is wasteful, so CATL's future batteries can swap the 25% empty battery at the station and essentially "fill" your EV up to 100% charge. This requires deep cooperation with car makers, in setting up a standard, once that is establish, it will be impossible for US company to compete.

I would much rather see an "EV battery dominance" war than any kind that would benefit the miliary industrial complex.

Many U.S. politicians and media often play up how highly polluting the production of raw materials for battery refining, yet in reality they are not very polluting, both phosphorus and lithium are extremely high content of materials within the earth's crust. And the U.S. production of common shale gas, shale oil, for example, not only wastes a lot of water, but also will pollute the soil and groundwater, but few U.S. media and politicians will mention him.

EV Batteries will NOT end up in landfills (your video dispels this myth). In addition to Ascend, there is Redwood Materials (one of Teslas co-founders) and Li-Cycle (publicly traded). It will take many years for there to be enough old EVs, but with time they will be profitable 💰!

EV makers should be _required_ to implement battery recycling programs themselves and include that as part of the full lifecycle cost in the sticker price of a vehicle.

There's no doubt that US is technologically capable of making EV batteries. The only challenge is that how economically competitive it would be.

Yes, the US will just ban Chinese batteries and blame it on national security 😂

Is Maxwell dry manufacturing process compatible with LFP or does it only work with NCA batteries?

When most main markets around the world turns to EVs in next ten years, the cost of gas cars supply chain would be too hight to afford for NA market. US will lose everything it has right now.

Salton and Sea in California is a game changer

In your “processing” segment at about 0:50, you showed a forklift powered by propane, whereas an electric one (even with an AGM battery rather than more current chemistries like in the video) would have been more appropriate.

Chinese people didn't have any Nobel Chemistry owners, but they have dominance in battery and active pharmaceutical ingredients industries.

I love how China can challenge US dominance

short answer is no

The people who made this video just don't understand batteries and the difference between NCM and LFP.

Make a video on quantum generator patent..

Does this battery link to wifi？

Thanks, really interesting, but this should really be turned into a 1 hour comprehensive analysis!

What challenges?? According to bbc CNN cbc skynews, China has been collapsing for decades!!😂😂😂😂😂

It is a blessing in disguise to the environment the. US doesn't have the materials to make batteries, and is forced to focus on R&D in recycling. Hope can scale it up for whole world to follow.

Quantumscape will with it's solid state battery

The United States is facing significant challenges in raw material processing for the electric vehicle (EV) battery industry. China currently holds a dominant position in the global supply chain for EV batteries, from raw material processing to parts production. One of the challenges faced by the United States is bureaucracy, including regulatory and environmental hurdles, which can hinder the establishment of chemical processing facilities and mining operations for raw materials. Local opposition and labor and supply chain issues can also pose challenges to the development of domestic mines and processing facilities. Additionally, most of the minerals used in EV batteries are imported from other countries, such as Australia, Indonesia, and Congo, which further complicates the supply chain for the U.S. Efforts are being made to address these challenges and promote domestic EV battery production in the United States. The U.S. government has introduced policies such as tax credits and subsidies to encourage battery manufacturing facilities. Some U.S. automakers are also partnering with battery manufacturers or investing in their own battery production facilities to gain more control over their supply chains. In addition, there is a growing focus on alternative sources of materials, such as recycling used batteries and extracting valuable metals. However, scalability and efficiency of these processes can be limitations. Research and development (R&D) investments are needed to further advance recycling technologies and improve the circular economy for EV batteries. To establish itself as a leader in the EV battery industry, the United States needs significant investments in R&D, infrastructure, and regulatory frameworks to overcome the challenges it faces. This includes addressing environmental objections, obtaining necessary permits, and building strong international partnerships for raw material procurement. Collaborative efforts among government, industry, and other stakeholders will be critical to drive innovation, overcome barriers, and catch up to China's dominance in the EV battery industry. In conclusion, the United States faces challenges in various stages of EV battery production, particularly in raw material processing, and efforts are being made to boost domestic production. However, significant investments, innovation, and collaborative efforts are needed to overcome these challenges and establish the United States as a leader in the EV battery industry, challenging China's current dominance. 米国にとっての別の課題は、原材料の処理です。 現在、米国はこれをほとんど行っておらず、中国が世界のリーダーとなっています。 米国での化学処理施設の建設は、官僚主義、地元の反対、労働力やサプライチェーンの問題により、複雑になる可能性があります。 さらに、EVバッテリーに使用される鉱物のほとんどは、米国や中国では採掘されず、オーストラリア、インドネシア、コンゴなどの他の国から輸入されています。 中国はこれらの国々と強固な関係を築き、原材料の安定供給を確保しており、米国は国内での新しい鉱山の建設や国際的なパートナーシップの構築を試みています。 しかし、どちらのアプローチにも、環境への反対や許可取得の難しさなどの課題があります。 一部の企業は、使用済みバッテリーを回収してリサイクルし、貴重な金属を抽出するなど、材料の代替ソースを探しています。 しかしこのアプローチには、スケーラビリティや効率の面での制限があります。 全体として、米国は、EVバッテリー産業における中国の優位性に対抗するという大きな課題に直面しています。特に、部品の生産や原材料の加工など、サプライチェーンの初期段階で顕著です。 これらの課題にもかかわらず、米国ではEVバッテリーの生産を促進するための努力が行われています。 たとえば、米国政府は、税額控除やバッテリー製造施設への助成金など、EVバッテリーの国内生産を奨励する政策を導入しています。 一部の米国の自動車メーカーは、バッテリーメーカーと提携したり、自社のバッテリー生産施設に投資して、サプライチェーンをさらに管理したりしています。 中国が現在、世界のEVバッテリー業界を支配しており、一方で米国は遅れを取り、外国のバッテリーに大きく依存しています。米国は、中国の業界支配に追いつくために、EVバッテリー生産のさまざまな段階での課題に直面しています。国内のEVバッテリー生産を促進するための努力はなされていますが、中国の地位に挑戦し、EVバッテリー業界のリーダーとしての地位を確立するには、多額の投資とイノベーションが必要です。規制や環境に関する課題を克服することが重要です。これにより、中国の優位性に追いつくことができるでしょう。また、コンポーネントの生産や原材料の加工、調達などのバッテリー生産のサプライチェーンに関しても、取り組む必要があります。米国が中国の業界支配に対抗し、EVバッテリー産業のリーダーとしての地位を確立するには、研究開発、インフラストラクチャ、規制および環境の課題を克服するために多額の投資が必要とされます。

Just a random thought. It is easy to foul up US battery plan. Someone can fund some American environmental groups who are against the mining and processing of the materials for making EV batteries. Litigations can take many years tying up the plan for a long time.

Ioneer Ltd is trying to fix this with a Lithium facility at Nevada.

Thats why Other companies or countries dont rely on American company for EV batteries, because for its simple reason.. avoiding geopolitical concern that would band or tariff which may lead to shortages in companies production.

US inventors were in favor of FinTech rather than making batteries. Moving money around is the easiest way to make even more money when you are rich.

USA without Asia is nothing. Change my mind.

You gotta start somewhere!

Battery Production is considered as hazardous and the wiser choose not to go for it as indirect cost associated with recycling is much higher than producing it locally. GM exported then produced EV to China which was highly unpopular comes with numerous manufacturing faults.

looking at the f150 ligthing production line with cab immobile while a worker without much tool working on it with their hand at shoulder high or above... being mostly used to see Tesla production line i understand why ford is loosing money on their ev. It really look like a compagnie mostly run by it's worker union afraid of robot and automatisation

But the Chinese-built battery lacks democracy.

Hundreds of million American babies: China copies American Ev batteries tech 😂

This is financial advice and I never give financial advice: DONT LEAVE DURING THE BEAR. If you don’t want to invest…learn. If you don’t want to learn…build. If you don’t want to build observe. DO SOMETHING…other than leave. There is so much opportunity here. Take advantage!

Who was the 22 yr old they spent so much camera time on?

most of the tech firms are in asia

Better to do it right than fast. Apart from bragging rights, there is no need to move so fast into electrification. The world isn't going to end if we take the time to transition more naturally, by taking into account the various interests involved (labour, safety, environment, quality, etc)

I hope US and other countries combine to set up manufacturing plants and R&D funding to make supply more diversified.

The US has plans to destroy the Atiwa Forest in Ghana because it has Lithium reserves. It's a biodiverse tropical rain forest and is the source for a number of important rivers.

CATL is basically TSMC but for EV batteries

The U.S. can’t catch up! The revisions hamstrings any company to death. Wishful thinking

Most lithium areas are Chile desert and Australia deserts

I don’t think so

You can't never take my gas stove!!

This is the stark difference btw Strategic Long Term Planning vs Chaotic "Democratic" Debating + Interest Group Battling!

I like how they describe this video as if we were kids and we need to know what ABC is and what is 123 😂

Today one big battery cost $1.5 , i stop using my flashlight.

Ghana *or* Africa?

U.S. Can just use gasoline cars. who cares

No not a chance

Within 10 hours!

Never the sky is closer to usa than catching up with china. Ha ha ha

We have all these minerals in Kenya and Congo is just a few hundred kilometers away. Labor is very cheap and available and regulations are more relaxed. Why can't the US build their production plants in a country like mine?

USA grew for decades on the backs of global talents coming to USA for study and work. It's sad to see US is no longer a choice for global best talents. Politics and woke idealogy is too much to handle. Thank yi🎉

Challenge China's EV batteries? Yes of course, only in your ........dream. Dream on.

When it comes to batteries, the US vs China are like David vs Goliath. The US seems weak, but with Tesla, Musk and many innovative companies, the future is just like history, David defeated Goliath. KAG!

Batteries, the new oil.

Price is king. If they are price cheaper or equal to chinese battery then they will sell well.

Come on! America first! How can anyone win but US of A!

No

Ha: Legacey auto is still running around trying to catch it's tail....

In US, you have a lot of noises, protests, etc. In China, as long as it’s benefiting the economy, China will do it

No.

This is another "national security concern."

In two years we'll be seeing reports that the world can't source enough minerals for this.

Better hybrids

Lol! Milk my friend... milk!

_"US playing catch-up"_ #NoComment

Why worry! America is the innovative power house! America is number I

Humanity gains more when we seek win:wins, rather than a zero-sum game.

We're addicted to oil , and the whole military industrial complex business is oil

in short: nope

Within 39,500 views!

LFP batteries no cobalt and nickel. Newest LFP M3P battery almost 20% more range. LFP love 100% charges and last longer than lithium ion(NCM/NCA) almost one million mile batteries

They invested in african mines decades ago when no one was even bothered about it, they concentrate on long term plans and now they are getting their reward.

It's probably too late. But the US could try. If it wanted to.

In a country like Ghana or Africa????

You need to look into a US company called Amprius, they have just started producing a battery with a power density 220% higher than the best Chinese and Tesla battery. Who will dominate the battery business will come down to innovation not just production capabilities. FYI power density is very important for an automobile, it means you can reduce the weight of the car. Very important considering the battery pack is the heaviest single item in a modern EV.

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If our railroads are dumping chemicals all over residences , and our chemical and processing plants are going up in flames, why start more chemical plants? Are you trying to build back broke?

Yes by employee cheaper Chinese and Indian workers. And outsourcing it to china.

US behind 😅what happened to copying us 😊 funny how things change