How the US and EU are Trying to Wrest Solar, EV, and Battery Supply Chains From China
The chart of panel exports to India screams out that BRICS don't exist
Love the details on Europe! The data show that the EU has actually done quire a lot on EV and battery manufacturing, with more in the pipeline.
As usual, it doesn't do that with a big bang, but it has worked to build up these industries for some years now. Personally, I think Chinese automakers will capture some of the lower-price segments of the car market and European automakers will move further upmarket.
Whether the US or the EU can catch up on utility batters and particularly PV - and if it is worth to do it - remains to be seen.
Thanks for another brilliant read, Joseph!