China Leads EV Battery Materials with >90% Cathode and 97% Anode Capacity

China has established a dominant position in the global EV battery supply chain, controlling ~70% of lithium refining capacity and over 75% of global battery production, with deep integration across mining, processing, and cell manufacturing. The country accounts for a majority share of midstream materials (cathodes, anodes, precursors) and supports over 70% of EV production outside China through battery/component exports, reinforcing its central role in global electrification.