Friendshoring the Lithium-Ion Battery Supply Chain 

Lithium-ion battery supply chains encapsulate the profound shift in trade, economic, and climate policy currently underway in the United States and abroad. Policymakers seek to create paths towards an effective green transition, but they also must contend with the national security and economic risks posed by U.S. reliance on foreign nations for critical minerals and other necessary materials. The lithium-ion battery supply chain spans the globe, but crucial inputs and processing capabilities are centralized in a handful of countries. This dual dynamic of dispersion and concentration renders the global supply chain susceptible to geopolitical disruptions and shifts in trade relationships. Exacerbating this issue is China’s dominance in lithium-ion manufacturing, including in the processing of most mineral inputs and key end-uses such as EVs-as well as its position as economic competitor and long-term strategic threat to U.S. interests.
Senator James Lankford (R-OK) will join the CSIS Scholl Chair in International Business for the launch of its report on Friendshoring the Lithium-Ion Battery Supply Chain on June 11. He will offer keynote remarks on the importance of reducing dependence on China for critical minerals, followed by a fireside chat with CSIS's William Reinsch. This discussion will be followed by a panel of experts from industry and government which will dive deeper into the report's findings. Further panelists to be announced.
This event is made possible through the support of the Cobalt Institute, the American Chemistry Council, Autos Drive America, the American Clean Power Association, and the Consumer Technology Association.
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