China and the electric vehicle battery supply chain, with Henry Sanderson

This week on Sinica, Kaiser and Jeremy speak with Henry Sanderson, a former AP and Bloomberg reporter who was based in China for many years, about his book Volt Rush: The Winners and Losers in the Race to Go Green — a book that reminds us of the very ugly fact that the metals that are needed to make electric vehicle batteries need to be dug out of the earth, and processed in ways that are anything but environmentally friendly. Henry talks about China's outsize role in lithium, cobalt, and nickel processing, as well as some promising chemistries that allow for EV batteries without some of the problematic metals.

2:49 – China’s role in the EV battery supply chain

9:36 – Global Chinese investments in lithium mines

14:04 – Is cobalt a necessary evil?

18:56 – Can NGO pressure induce better corporate behavior in EV battery supply chains?

21:28 – How Indonesia used its nickel resources to attract Chinese FDI

26:17 – China’s efforts to innovate around scarce metals

32:08 – China’s metal processing industry: State- or market-driven?

36:06 – Lessons from Europe’s battery industry

40:42 – Electrification of two-wheeled vehicles

A complete transcript of this podcast is available at TheChinaProject.com.

Recommendations:

Jeremy: London Review of Books

Henry: The Impossible City: A Hong Kong Memoir by Karen Cheung

Kaiser: Tracking the People’s Daily newsletter by Manoj Kewalramani

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