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feel free to ignore.

probably rates as a thread hijack and discussion on a different board to go further on this specific observation but...

re:
The US has 3 or 4 lithium-ion battery production plants... total! (And Tesla is responsible for that!).
China has 120+ lithium-ion battery plants.
EU has a couple.

Ie China has a MASSIVE lead, in a tech that is crucial to a "level playing field" in EVs.



Really interested in understanding what in the market acted to create this result.
Was it simply a matter of local labor costs?
Or geography and proximity to raw materials?
Was it influenced by enviro policies, tax/investment policies directing rational actors to invest in China factories due to ROE calculus?
Or....?
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