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China does three things very well?

  • snitzoid
  • Nov 5
  • 1 min read

From today's WSJ.


  • China can weaponize its control over global supply chains, notably in rare-earth minerals, lithium-ion batteries, mature chips, and pharmaceutical ingredients.


  • Chinese suppliers produce 79% of battery cathodes, 92% of anodes, 63% of refined lithium, 80% of refined cobalt, and 98% of refined graphite.


  • China accounts for about one-third of global mature semiconductor production capacity and 99% of global gallium production in 2024.

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