The Chinese EV Supply Chain: How the World Got Rewired
In less than two decades, China has transformed from a marginal automotive player into the global epicenter of electric mobility. The Chinese EV Supply Chain: How the World Got Rewired traces the deliberate policies, breakthrough chemistries, and industrial scale that made this possible. From lithium mines in South America to gigacasting plants in Shanghai, this book follows the threads of technology, trade, and geopolitics that now define the world's future of transportation.
Drawing on verifiable facts up to 2025, the narrative explores how BYD, CATL, XPeng, Li Auto, and NIO rose to international prominence, why Tesla's Shanghai gamble reshaped the industry, and how raw materials and refining became as important as assembly lines. It examines price wars and profit squeezes, the building of global brands, and the environmental consequences of mining and recycling.
At its heart, this is the story of how a nation reengineered the world's most complex industrial chain-and how that chain now stretches into every corner of the globe. Comprehensive yet accessible, it offers readers a front-row view of the single most significant industrial shift of the 21st century.
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