Josh Busby: Here is a fourth memo, "Cooling Off: Can the US and China Avoid a Downward Spiral on Minerals, Batteries, Solar Panels, and Electric Vehicles?" I also wrote for the same workshop Ilaria Mazzocco participated in in Shanghai. utexas.box.com/s/nh1julpeoa...

Listening to this podcast on China’s EV industry with CSIS' Ilaria Mazzocco hosted by @robinsonmeyer.bsky.social @jessejenkins.bsky.social open.spotify.com/episode/7hfU...

How China’s EV Industry Got So Bigopen.spotify.com Listen to this episode from Shift Key with Robinson Meyer and Jesse Jenkins on Spotify. China’s electric vehicle industry has driven itself to the center of the global conversation. Its automakers pro...

These observations on Chinese dominance of EV, battery supply chains, and critical minerals are in accord with my own work on the delicate balance between fostering domestic production/national security and sustaining the clean energy transition.

See my memo "Overdependent: A U.S. National Security Imperative to Diversify Battery and Solar Supply Chains?" on critical minerals and industry policy for a workshop on industrial policy I organized with @natemjensen.bsky.social sites.utexas.edu/gogreenfast/...

sites.utexas.edu

See also my memo ""Is U.S. Dependence on China for the Battery Supply Chain a National Security Risk?" for for a workshop on critical minerals and national security organized with Morgan Bazilian and Emily Holland at the Colorado School of Mines. sites.utexas.edu/mineralstran...

sites.utexas.edu

Here is another memo, "Getting De-Risking ‘Just Right’ on Critical Minerals and Battery Supply Chains," on the topic for a more recent workshop held in Austin on the same topic. sites.utexas.edu/mineralstran...

sites.utexas.edu

Here is a fourth memo, "Cooling Off: Can the US and China Avoid a Downward Spiral on Minerals, Batteries, Solar Panels, and Electric Vehicles?" I also wrote for the same workshop Ilaria Mazzocco participated in in Shanghai. utexas.box.com/s/nh1julpeoa...

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