Batteries are becoming important in Geopolitics

Dr. Spyros Giannelos

26d (edited) • 📊 Industry Analysis

Batteries are becoming one of the most important technologies of the 21st century.

The world is becoming very dependent on China for Batteries.

See the plot , which is attached below.

Find the full report in the Classroom --> section 6.2 for more analysis on this issue.

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Below, you will find the sources used to compile this report, along with my own commentary.

Please note that while sources like the Financial Times, Wall Street Journal, and The Economist are behind paywalls, you do not need to subscribe to them.

Your Skool subscription provides access to the most important energy economics articles from these publications, which I have curated and explained in simple language.

Why read these reports? Developing deep expertise in the energy sector is essential when writing effective code (Data Science / Machine Learning for Energy Economics) but also, for handling professional conversations with clients and colleagues with competence (display expertise).

You can access all reports by clicking on 'Classroom' and navigating to Section 6.2.

Sources:

[1]: Financial Times: https://www.ft.com/content/874fb936-86de-4fa5-95a1-92afb46e2538

[2]: The Economist: https://www.economist.com/business/2025/05/20/chinas-battery-giant-eyes-world-domination?

[3]: The Wall Street Journal: https://www.wsj.com/world/china/china-slaps-export-curbs-on-ev-battery-technology-56b0e041?

[4]: Forbes: https://www.forbes.com/sites/heatherfarmbrough/2025/03/31/why-the-oecd-says-green-tech-is-different/?

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