China Is Winning on Lithium. What It Means for Tesla and Other EV Stocks.


Source: barrons.com barrons.com

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China dominates the processing of many materials that end up in electric vehicles. Now it is going after mining those resources more aggressively. On Wednesday, Gavekal Research took a look at lithium, a key element in the rechargeable batteries that power Tesla (ticker: TSLA) vehicles, as well as all other EVs. Lithium demand has been booming...