# It's Already Too Late to Break China's EV Battery Dominance

Page: https://stenobird.com/podcast/the-china-global-south-podcast-5670371/it-s-already-too-late-to-break-china-s-ev-battery-dominance
Text version: https://stenobird.com/podcast/the-china-global-south-podcast-5670371/it-s-already-too-late-to-break-china-s-ev-battery-dominance.md
Podcast: [The China-Global South Podcast](https://stenobird.com/podcast/the-china-global-south-podcast-5670371)
Published: 2026-03-17T05:50:00+00:00
Episode link: https://ea0f0fdd-2944-4ff3-8a00-704e8c67d58b.libsyn.com/its-already-too-late-to-break-chinas-ev-battery-dominance
Audio file: https://traffic.libsyn.com/secure/ea0f0fdd-2944-4ff3-8a00-704e8c67d58b/CGSP_03172026_Libsyn.mp3?dest-id=4287628
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JSON: https://stenobird.com/v1/public/podcasts/the-china-global-south-podcast-5670371/episodes/it-s-already-too-late-to-break-china-s-ev-battery-dominance
Duration seconds: 1890

## Resource

U.S., European, and Japanese leaders are all talking about the urgency of building new supply chains to end their reliance on China for critical minerals and batteries that will power next-generation mobility, technology, and weapons. It all sounds great and makes for good politics at home, but the reality is that China's dominance of these vital supply chains is so big and still growing that it will be nearly impossible to close the gap anytime soon. Zeyi Yang, a senior writer covering technology and business at Wired, recently detailed this phenomenon in a cover article for the magazine about how "Chinese EV batteries are eating the world." Zeyi joins Eric to discuss why it's going to be so difficult for the rest of the world to match China's near-total dominance of this increasingly vital sector. 📌 Topics Covered in this Episode China's 80% dominance in EV batteries Why Chinese firms are expanding globally Key players like CATL, BYD, and Goshen Expansion into Europe and Southeast Asia Local tensions over the environment and labor Batteries as a strategic energy resource Show Notes: Wired: Chinese EV Batteries Are Eating the World by Zeyi Yang: https://tinyurl.com/595hnzrh Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth

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