The definitive EV thread. No spin. No BS., page-944

No its not quite that simple, China is the Lithium processing giant of the world and it will probably stay that way even if some companies stop supplying them with raw material because China is investing in mines and mining companies in many developing countries. The rest of the world certainly needs to ramp up their Lithium processing capacity but we are already over 10 years behind, non China processors and cell manufacturers will focus on quality because they can't compete on quantity, (a bit like solar panels and countless other products) which means the bulk of the market will belong to China for the foreseeable future.

Of course politics, industry protection and tariffs will change the balance of the playing field but they are not viable long term and then there is always the chance that China will be really dumb and invade Taiwan or throw its considerable weight around in other ways then all bets will be off. I doubt if anyone could predict the outcome if the USA has a hot war with China except that it will be horrific and we may never recover.