Dominio chino de baterías para VE infographic
El gráfico muestra cálculos de capacidad de fabricación de baterías de iones de litio para 2023 y 2030.


China domina el mercado de baterías para VE

By Duncan Mil

September 29, 2023 - A pesar de los esfuerzos de EUA y Europa en la producción doméstica de baterías para vehículos eléctricos, el mercado sigue dominado por China. Cálculos del BNEF, el servicio de investigación de Bloomberg, muestran que tan difícil podría ser el proceso de reducir la dependencia de China en este sector.

China has a deep stranglehold on battery production, leaving global carmakers dependent on Chinese production. The country’s battery makers supply some 80% of cells used worldwide.

China’s dominance comes from its control of the production of cell components -- the four parts that are essential for a battery to work.

It has about 70% of the world’s production capacity of cathodes, more than 80% of anodes and more than 50% of electrolyte and separator output, according to BNEF Electric Vehicle Outlook 2023.

More than three-quarters of lithium-ion battery parts are made in China and primarily by Contemporary Amperex Technology Co. Ltd. (CATL) and BYD Co., or Build Your Dreams.

European Commission President Ursula von der Leyen has said China floods the EV market because it can sell cars at “artificially low” prices.

China’s battery packs come in at $127 per kilowatt hour on average, while prices in North America and Europe are 24% and 33% higher, according to BNEF.

“There is no way the EU can do anything about Chinese carmakers coming into Europe now,” Pierre-Olivier Essig, an analyst at AIR Capital, tells Bloomberg.

“The battery supply chain is totally controlled by the Chinese, so good luck with that.”

PUBLISHED: 29/09/2023; STORY: Graphic News